SANM Sanmina Corporation
Sanmina Corporation (SANM) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Madison Avenue Partners Value | New | +188.3K | — | $47.7M | 2.3% | 69 |
| Point72 Asset Management, L.P. | New | +58.1K | — | $14.7M | 0.0% | 63 |
| RENAISSANCE TECHNOLOGIES LLC Quant | New | +138.0K | — | $34.9M | 0.0% | 63 |
| D. E. Shaw & Co., Inc. Quant | Increased | +730.4K | +628.3% | $184.9M | 0.1% | 60 |
| Alyeska Investment Group, L.P. | Increased | +395.8K | +365.4% | $100.2M | 0.4% | 60 |
| Rokos Capital Management Macro | New | +8.4K | — | $2.1M | 0.1% | 58 |
| CITADEL ADVISORS LLC Quant | Increased | +213.8K | +120.3% | $54.1M | 0.1% | 58 |
| WORLDQUANT MILLENNIUM ADVISORS LLC Quant | New | +9.8K | — | $2.5M | 0.0% | 58 |
| Tudor Investment Corporation Macro | New | +41.7K | — | $10.6M | 0.1% | 58 |
| Maverick Capital Long/Short Growth | New | +2.3K | — | $582.1K | 0.0% | 57 |
Most significant buyers
By move score, not size.
- Madison Avenue Partners
- Point72 Asset Management, L.P.
- RENAISSANCE TECHNOLOGIES LLC
- D. E. Shaw & Co., Inc.
- Alyeska Investment Group, L.P.
Most significant sellers
By move score, not size.
- Holocene Advisors, LP
- Edgestream Partners
- CastleKnight Management
- Walleye Capital
- Man Group
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Madison Avenue Partners | 2 | 188.3K | 0 | +188.3K | — | 2.3% | New | 69 |
| Point72 Asset Management, L.P. | 1 | 58.1K | 0 | +58.1K | — | 0.0% | New | 63 |
| RENAISSANCE TECHNOLOGIES LLC | 1 | 138.0K | 0 | +138.0K | — | 0.0% | New | 63 |
| D. E. Shaw & Co., Inc. | 1 | 846.7K | 116.3K | +730.4K | +628.3% | 0.1% | Increased | 60 |
| Alyeska Investment Group, L.P. | 2 | 504.1K | 108.3K | +395.8K | +365.4% | 0.4% | Increased | 60 |
| Rokos Capital Management | 2 | 8.4K | 0 | +8.4K | — | 0.1% | New | 58 |
| CITADEL ADVISORS LLC | 1 | 391.5K | 177.7K | +213.8K | +120.3% | 0.1% | Increased | 58 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 9.8K | 0 | +9.8K | — | 0.0% | New | 58 |
| Tudor Investment Corporation | 2 | 41.7K | 0 | +41.7K | — | 0.1% | New | 58 |
| Maverick Capital | 2 | 2.3K | 0 | +2.3K | — | 0.0% | New | 57 |
| Weiss Asset Management | 2 | 38.5K | 0 | +38.5K | — | 0.2% | New | 57 |
| Bridgewater Associates | 1 | 104.0K | 55.4K | +48.6K | +87.7% | 0.1% | Increased | 57 |
| Holocene Advisors, LP | 2 | 0 | 2.4K | -2.4K | -100.0% | 0.0% | Sold Out | 56 |
| Trexquant Investment | 3 | 86.3K | 0 | +86.3K | — | 0.1% | New | 55 |
| Hudson Bay Capital Management | 3 | 11.6K | 0 | +11.6K | — | 0.0% | New | 55 |
| LMR Partners | 3 | 7.0K | 0 | +7.0K | — | 0.0% | New | 55 |
| Gotham Asset Management, LLC | 2 | 1.9K | 0 | +1.9K | — | 0.0% | New | 54 |
| Jain Global | 3 | 26.0K | 0 | +26.0K | — | 0.1% | New | 54 |
| Qube Research & Technologies Ltd | 2 | 209.7K | 70.1K | +139.6K | +199.2% | 0.1% | Increased | 53 |
| Portolan Capital Management | 3 | 68.3K | 27.3K | +40.9K | +149.7% | 0.6% | Increased | 53 |
| Schonfeld Strategic Advisors | 3 | 5.5K | 0 | +5.5K | — | 0.0% | New | 53 |
| Capstone Investment Advisors | 3 | 1.1K | 0 | +1.1K | — | 0.0% | New | 53 |
| Caxton Associates | 3 | 988 | 0 | +988 | — | 0.0% | New | 53 |
| Squarepoint Ops LLC | 2 | 71.0K | 27.8K | +43.2K | +155.3% | 0.0% | Increased | 53 |
| Edgestream Partners | 4 | 0 | 27.8K | -27.8K | -100.0% | 0.0% | Sold Out | 51 |
| Voleon Capital Management | 3 | 2.9K | 0 | +2.9K | — | 0.0% | New | 51 |
| Centiva Capital | 4 | 8.1K | 0 | +8.1K | — | 0.1% | New | 51 |
| CastleKnight Management | 3 | 66.9K | 259.1K | -192.2K | -74.2% | 0.6% | Reduced | 50 |
| Quadrature Capital | 3 | 38.2K | 10.0K | +28.2K | +282.3% | 0.1% | Increased | 49 |
| MILLENNIUM MANAGEMENT LLC | 2 | 688.4K | 420.2K | +268.2K | +63.8% | 0.1% | Increased | 49 |
| Winton Group | 4 | 1.1K | 0 | +1.1K | — | 0.0% | New | 48 |
| Aquatic Capital Management | 4 | 16.5K | 3.2K | +13.3K | +420.3% | 0.1% | Increased | 45 |
| Walleye Capital | 3 | 63 | 1.2K | -1.1K | -94.6% | 0.0% | Reduced | 44 |
| Boothbay Fund Management | 4 | 15.6K | 9.0K | +6.6K | +73.8% | 0.1% | Increased | 38 |
| Brevan Howard Capital Management | 3 | 11.5K | 6.9K | +4.6K | +67.4% | 0.1% | Increased | 37 |
| Man Group | 3 | 5.9K | 12.4K | -6.5K | -52.3% | 0.0% | Reduced | 36 |
| MARSHALL WACE, LLP | 2 | 111.2K | 88.6K | +22.6K | +25.5% | 0.0% | Increased | 34 |
| Engineers Gate | 4 | 17.4K | 12.0K | +5.4K | +45.2% | 0.1% | Increased | 30 |
| Y-Intercept | 4 | 47.1K | 36.8K | +10.3K | +27.9% | 0.2% | Increased | 27 |
| Quantbot Technologies | 4 | 10.0K | 6.7K | +3.3K | +49.1% | 0.1% | Increased | 27 |
| ExodusPoint Capital Management | 3 | 42.1K | 47.0K | -4.9K | -10.4% | 0.1% | Reduced | 26 |
| AQR Capital Management | 3 | 87.0K | 85.0K | +2.0K | +2.4% | 0.0% | Increased | 20 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.