Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APPLIED MICRO CIRCUITS CORP (AMCC)

0 + Investors. Track Smart Money conviction in AMCC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — AMCC

Based on 95 hedge funds · latest filing: 2016 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
95 hedge funds hold AMCC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AMCC is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

51 buying54 selling
Last quarter: 54 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new AMCC position: 9 → 18 → 10 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📈

Growing discovery — still being found

22 → 9 → 18 → 10 → 24 new funds/Q
New funds entering each quarter: 9 → 18 → 10 → 24. A growing number of institutions are discovering AMCC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AMCC

How many hedge funds hold AMCC — quarterly history vs. share price
Quarterly hedge fund ownership of AMCC vs. share price

Market Analysis: AMCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMCC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: AMCC
2026 Q1 Stats Unlock in 15 days 0 + Investors

Track Smart Money conviction in AMCC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 0 -
13F Shares 0 0 -
Total Value $0 $0 -
New Positions 0 0 -
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMCC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMCC. Verified SEC 13F-HR filings.

Top 25 institutional holders of AMCC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ArchPoint Investors 1.89% 389,389 $3.2M
2 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1.47% 449,813 $3.7M
3 GLAZER CAPITAL, LLC 0.83% 556,257 $4.6M
4 KETTLE HILL CAPITAL MANAGEMENT, LLC 0.73% 92,154 $760K
5 WATER ISLAND CAPITAL LLC 0.58% 1,036,736 $8.6M
6 PINNACLE ASSOCIATES LTD 0.55% 3,289,868 $27.1M
7 PEREGRINE CAPITAL MANAGEMENT LLC 0.49% 2,281,700 $18.8M
8 GARDNER LEWIS ASSET MANAGEMENT L P 0.32% 503,850 $4.2M
9 AQR Arbitrage LLC 0.24% 2,799,559 $23.1M
10 OMERS ADMINISTRATION Corp 0.15% 952,000 $7.9M
11 Magnetar Financial LLC 0.14% 1,270,016 $10.5M
12 USA FINANCIAL FORMULAS 0.12% 56,367 $465K
13 Bayesian Capital Management, LP 0.05% 23,400 $193K
14 GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% 41,563 $343K
15 PRELUDE CAPITAL MANAGEMENT, LLC 0.04% 37,788 $312K
16 Dynamic Technology Lab Private Ltd 0.04% 16,484 $136K
17 MACQUARIE GROUP LTD 0.02% 1,571,877 $13.0M
18 LORD, ABBETT & CO. LLC 0.02% 890,293 $7.3M
19 RENAISSANCE TECHNOLOGIES LLC 0.02% 1,536,636 $12.7M
20 SG Americas Securities, LLC 0.02% 278,115 $2.3M
21 IndexIQ Advisors LLC 0.02% 41,103 $339K
22 Employees Retirement System of Texas 0.02% 139,200 $1.1M
23 Squarepoint Ops LLC 0.01% 43,534 $359K
24 MILLENNIUM MANAGEMENT LLC 0.01% 798,278 $6.6M
25 TWO SIGMA INVESTMENTS, LP 0.01% 343,411 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — APPLIED MICRO CIRCUITS CORP (AMCC)

What does the Smart Money Trend signal show for AMCC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMCC?

More sellers than buyers — 49% buying: Last quarter: 54 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.