Mark's question about the institution's holdings prompted me to look
for another source of information on the net. Market Guide has the
same type of information on institution holdings including the
amount sold, bought and net for each stock for the previous 3 month
period. The data is shown in the table below.
It shows, very surprisingly to me, that the institutions have been
very heavily net buyers during the 3 month period. Many of the
stocks having net sales or buying are also of a surprise to me. The
data is sorted by alphabetical symbol listing.
Specifically, institutions sold 24,956,000 shares, bought 44,620,000
shares for a net buying activity of 19,664,000 shares. The numbers
are shown at the bottom of the table. I should clarify what I just
said. The institutions actually bought and sold many more shares to
come to the "composite" numbers just stated. As an example, if
institutions bought 4M shares and sold 3M shares of a stock during
the 3 month period, the net would be a plus 1M shares that show up
in the 44,620,000 given above. Details for each stock are given in
Market Guide.
ASMLF was not covered by Market Guide so I kept the data from the old
database and kept the net change zero for this table. In terms of
the number of institutions holding shares, Market Guide was fairly
close to the data presented earlier, but there was sometimes
substantial changes in the percent held by institutions compared to
the previously presented data.
NET
NBR PERCENT CHANGE
SHARES INSTITNS INSTITNS LAST
OUTS HOLD HOLD 3 MOS
SYMBOL COMPANY (000) SHARES SHARES (000)
AFLX Adflex Solutions 8843 54 44 -824
AMAT Applied Materials 365627 944 67 -10527
ASEC Aseco 3715 29 51 -1151
ASMLF ASM Lithography Holdings 138000 238 18 0
ASYT Asyst Technologies 12149 119 65 -2080
ATMI ATMI Inc 20501 128 49 3333
BRKS Brooks Automation 10113 70 68 1319
CFMT CFM Technologies 7931 71 47 10
CMOS Credence Systems 21649 136 95 4431
COHU Cohu 9736 83 38 -930
CYMI Cymer 28567 136 37 36
DPMI Dupont Photomasks 15169 95 30 226
EGLS Electroglas 19723 140 82 1384
ETEC Etec System 22063 233 94 233
FSII FSI International 22910 77 68 -1725
GSNX Gasonics 14169 49 55 -151
HELX Helix Technology 22217 140 49 -690
IMSC Integrated Measurement Systems 7544 28 58 -366
IPEC Integrated Process Equipment 17712 149 95 2237
KLAC KLA Instruments 86873 521 85 2486
KLIC Kulicke & Soffa Industries 23344 191 70 -642
LRCX Lam Research 38219 224 95 6739
LTXX LTX 35334 67 61 3367
MASK Align-Rite International 4466 36 61 98
MICN Micrion 4063 24 29 254
MTSN Mattson Technology 14706 22 15 -416
NANO Nanometrics 8664 18 15 637
NVLS Novellus Systems 34093 276 91 2967
PHTN Photon Dynamics 7321 16 31 -718
PLAB Photronics 24397 205 70 1635
PRIA Pri Automation 19749 171 49 -2303
SFAM SpeedFAM 16118 135 66 2607
SFLX Smartflex Systems 6431 22 46 -191
SMTL Semitool 13792 39 26 1405
SVGI Silicon Valley Group 32570 143 82 1866
TER Teradyne 84002 425 95 5716
TGAL Tegal 10568 26 18 46
UTEK Ultratech Stepper 21032 116 45 1075
VECO Veeco Instruments 8966 88 54 -1390
WFR MEMC Electronic Materials 41440 80 29 -852
WJ Watkins Johnson 8258 101 74 513
TOTALS 1,312,744 SOLD 24,956
AVE 32,018 BOUGHT 44,620
NET 19,664 |
