Will Taiwan Semiconductor’s Jump In Q4 Profits Elate These Top Institutional Shareholders?

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a 32% jump in their fourth-quarter profit that was driven by increased demand for semiconductors that are used in mobile devices from Apple and Samsung Electronics. Their net income rose to $41.6 billion, in line with consensus, while revenue was up 25% to $131 billion. Gross margin was 47.2% and operating margin 35.2%. For the first quarter, the company has forecast sales in the range of $127 billion-$129 billion on which they expect gross margin in the range 43.5%-45.5%.

Will Taiwan Semiconductor Manufacturing Co. Ltd.’s shareholders increase their holdings? They reported owning a total of 60.177 million shares on 12/31/2012. The shares closed at $17.16 on 12/31/2012.

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Here are the ten largest positions in Taiwan Semiconductor Manufacturing Co. Ltd. at the end of December 31st, 2012.

Fisher Asset Management LLC. held 33,037,281 shares on 12/31/2012 worth $566,919,737. This brought the portfolio total to 1.57%.

Acadian Asset Management LLC. held 12,617,952 shares on 12/31/2012 worth $216,524,054. This brought the portfolio total to 1.64%.

Sanderson Asset Management Ltd. held 9,318,679 shares on 12/31/2012 worth $159,908,530. This brought the portfolio total to 100.0%.

Stifel Nicolaus & Co. Inc. \MO held 1,051,639 shares on 12/31/2012 worth $18,046,125. This brought the portfolio total to 0.42%.

Nordea Investment Management AB held 1,045,085 shares on 12/31/2012 worth $17,933,658. This brought the portfolio total to 0.13%.

Marathon Asset Management LLP. held 1,034,014 shares on 12/31/2012 worth $17,743,680. This brought the portfolio total to 0.41%.

Bb&T Corp. held 742,703 shares on 12/31/2012 worth $12,744,783. This brought the portfolio total to 0.56%.

Community financial services group llc held 300,941 shares on 12/31/2012 worth $5,164,148. This brought the portfolio total to 3.33%.

Sarasin & Partners LLP. held 157,444 shares on 12/31/2012 worth $2,701,739. This brought the portfolio total to 0.05%.

Cape Cod Five Cents Savings Bank held 155,922 shares on 12/31/2012 worth $2,675,621. This brought the portfolio total to 0.85%.

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