AEHR ranks #2355 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AEHR is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
AEHR is a top-conviction position for Gratia Capital, LLC — at 33.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AEHR belongs to BlackRock, Inc., but the position matters far more to Gratia Capital, LLC, who has 33.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its AEHR position for two straight quarters, increasing it by $212.5M to reach $255.5M today.
Squarepoint Ops LLC has trimmed its AEHR position for two straight quarters, cutting it by $1.8M while still holding $259.4K.
AEHR is up 4.8% today, and institutions have been net buyers of $730.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.