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Silicon Motion Technology (SIMO)

Silicon Motion is the global leader in supplying NAND flash controllers for solid state storage devices and the merchant leader in supplying SSD controllers. Silicon Motion has the broadest portfolio of controller technologies and our controllers are widely used in storage products such as SSDs and eMMC+UFS devices, which are found in data centers, PCs, smartphones, and commercial and industrial applications. Silicon Motion has shipped over six billion NAND controllers in the last ten years, more than any other company in the world. The Company also supplies customized high-performance hyperscale data center and industrial SSD solutions. Its customers includes most of the NAND flash vendors, storage device module makers and leading OEMs.

SIMO stock data

Calendar

25 Apr 22
3 Oct 22
31 Dec 22
Quarter (USD) Dec 21 Dec 20 Dec 19 Dec 18
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Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
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12.3% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 207 207
Opened positions 56 32 +75.0%
Closed positions 56 41 +36.6%
Increased positions 48 74 -35.1%
Reduced positions 81 71 +14.1%
13F shares Current Prev Q Change
Total value 1.9B 1.62B +17.0%
Total shares 22.63M 24.11M -6.1%
Total puts 232.5K 269.8K -13.8%
Total calls 170.4K 129.4K +31.7%
Total put/call ratio 1.4 2.1 -34.6%
Largest owners Shares Value Change
Cardinal Capital Management 1.67M $139.46M -11.4%
Balyasny Asset Management 1.57M $131.67M +46275.9%
Acadian Asset Management 1.17M $98.05M -21.7%
Millennium Management 1.11M $92.81M -10.7%
Westchester Capital Management 817.13K $68.39M NEW
Sand Grove Capital Management 720.2K $60.28M NEW
Lord, Abbett & Co. 715.41K $59.88M -45.5%
Baillie Gifford & Co 684.45K $57.29M -13.2%
MS Morgan Stanley 636.91K $53.31M +242.9%
Summit Partners Public Asset Management 630.21K $52.75M +79.9%
Largest transactions Shares Bought/sold Change
Balyasny Asset Management 1.57M +1.57M +46275.9%
Yiheng Capital Management 0 -1.26M EXIT
Westchester Capital Management 817.13K +817.13K NEW
Sand Grove Capital Management 720.2K +720.2K NEW
Westfield Capital Management 372.76K -697.64K -65.2%
Loomis Sayles & Co L P 0 -681.82K EXIT
Lord, Abbett & Co. 715.41K -598.14K -45.5%
MNGPF Man 0 -573.01K EXIT
Massachusetts Financial Services 37.21K -570.82K -93.9%
Marshall Wace 63.81K -525.84K -89.2%

Financial report summary

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8th grade Good
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