Asset Management One 13F: New $22M Stake in SK hynix (SKHY)
Key Points
- Asset Management One's new stake in SK hynix represents 0.15% of its total reported value of about $13.98 billion.
- Asset Management One held 117,044 $SKHY shares at quarter end, all of it a new position.
- The shares were bought at an average price of $146.28, while the recent trading price is around $142.62, about 2.5% below the event close.
- SK hynix is a major player in the semiconductor industry, focusing on products like DRAM and NAND flash memory.
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Asset Management One took a new position of 117,044 shares in SK hynix Inc. (SKHY), valued at about $21.55 million, in a filing on October 27, 2026. This new stake marks a significant move for the fund, which now holds 0.15% of its total reported value of approximately $13.98 billion.
SKHY
SK hynix Inc.
Where SK hynix Fits in Asset Management One's Portfolio
This new position ranks 41st among Asset Management One's 940 reported holdings. Given that this is a new buy, it does not have a prior share count to compare against, but it is a notable addition to the fund's portfolio.
Other Institutional Activity in SK hynix
Several other funds have also made moves in SK hynix. Oak Grove Capital LLC reported 85,800 shares worth about $12.47 million after increasing its holdings by 42,900 shares. Sarasin & Partners LLP holds 318,139 shares valued at approximately $46.24 million, having added 159,070 shares. Unicom Systems, Inc. also grew its stake, now holding 178,600 shares worth about $25.96 million after a 89,300 share increase.
SK hynix Inc. Stock Up 8.3%
On October 27, 2026, SK hynix closed at $146.28. Recently, it has been trading around $142.62, which is about 2.5% below its event close. This price action may indicate a buying opportunity for investors looking at the semiconductor sector.
Recent Earnings
SK hynix reported trailing twelve-month revenue of approximately $189.17 billion and an earnings per share (EPS) of $15.68. The company has shown impressive growth, with a year-over-year revenue growth rate of 256.8%. The next earnings report is expected in early 2027.
Analysts Set New Price Targets
On August 4, 2026, Wolfe Research and RBC Capital both initiated coverage with an "Outperform" rating and a price target of $200. Later, on August 24, 2026, Needham maintained a "Buy" rating, raising its target to $220. JP Morgan also initiated coverage on September 10, 2026, with an "Overweight" rating and a target of $245. Most recently, on October 26, 2026, Cantor Fitzgerald maintained an "Overweight" rating with a price target of $250.
About SK hynix
SK hynix Inc., based in Icheon-si, South Korea, is a leading semiconductor company that develops and manufactures various memory products, including DRAM and NAND flash memory. The company plays a crucial role in the global semiconductor market, providing essential components for devices across multiple industries.
Bottom Line
Investors should keep an eye on SK hynix as the company continues to show strong growth in the semiconductor sector. The next earnings report will provide further insights into its financial performance. Asset Management One's new position reflects its interest in the company's potential as it navigates a competitive industry.
Related Filing Alerts
Source: Asset Management One's 13F filing on $SKHY (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts