The unanimous initiation by three active asset managers suggests a shared catalyst thesis (likely AI/HBM demand). However, 13F data is 45+ days stale — monitor for any subsequent insider buying or earnings guidance that could confirm the thesis is still active.
Executive Summary
Three asset managers (Ninety One UK, Vontobel Holding, Assetmark) initiated new positions in SK hynix Inc. during Q3 2026, accumulating a total of $131.0M in shares. This unanimous buying by active managers suggests a shared positive thesis on the memory chip maker, likely tied to AI-driven demand for HBM (high-bandwidth memory) products.
Key Financial Metrics
Institutional Positions
Net institutional flow: $131.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | NEW | +0% | $55.1M | $55.1M |
| Vontobel Holding | NEW | +0% | $13.8M | $13.8M |
| Assetmark | NEW | +0% | $62.1M | $62.1M |
Key Facts
- Three institutional asset managers initiated new positions in SKHY during Q3 2026
- Total buying value: $131.0M across 3 funds
- No institutional sellers detected in the cluster
- Ninety One UK bought $55.1M (299.1K shares)
- Assetmark bought $62.1M (337.2K shares)
- Vontobel Holding bought $13.8M (74.9K shares)
- All three are active asset managers, not passive/index funds
Financial Impact
Three institutions accumulated $131.0M in new SKHY positions during Q3 2026, with zero institutional selling detected in the cluster.
Risk Factors
- 13F data is stale by 45+ days — positions may have been unwound since quarter-end
- No insider buying corroboration detected in the cluster data
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SKHY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $140.58 | awaiting T+1 | — | — |
Oct 26, 2026 1d ago | 6-K | $140.50 | awaiting T+1 | — | — |
Oct 22, 2026 4d ago | 6-K | $137.02 $142.62 | ▲ +4.09% | ▲ +3.38% | — |
Oct 21, 2026 5d ago | Institutional Cluster | $131.69 $137.02 | ▲ +4.05% | ▲ +4.57% | — |
Oct 14, 2026 13d ago | 6-K | $147.55 $146.11 | ▼ −0.98% | ▼ −1.26% | — |
Sep 18, 2026 5w ago | 6-K | $187.50 $188.86 | ▲ +0.73% | ▼ −0.83% | — |
Sep 4, 2026 7w ago | 6-K | $177.00 $185.55 | ▲ +4.83% | ▲ +5.38% | — |
Aug 21, 2026 9w ago | 6-K | $163.41 $155.37 | ▼ −4.92% | ▼ −4.63% | — |
Aug 21, 2026 9w ago | 6-K | $163.41 $155.37 | ▼ −4.92% | ▼ −4.63% | — |
Aug 19, 2026 9w ago | 6-K | $156.16 $163.04 | ▲ +4.40% | ▲ +5.24% | — |
US Market Status
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