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356 hedge funds and large institutions have $7.35B invested in Mattel in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 27

83% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $28.8M

12% more capital invested

Capital invested by funds: $6.54B → $7.35B (+$811M)

12% more funds holding

Funds holding: 318356 (+38)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.41% less ownership

Funds ownership: 94.59%94.18% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 104

Holders
356
Holders Change
+38
Holders Change %
+11.95%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
70
Increased
102
Reduced
104
Closed
27
Calls
$52.8M
Puts
$28.8M
Net Calls
+$24M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$919M -$74.3M -3,476,991 -8%
Primecap Management
2
Primecap Management
California
$917M -$10.5M -492,070 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$756M +$3.04M +142,123 +0.4%
BlackRock
4
BlackRock
New York
$671M +$9.27M +434,230 +1%
Capital International Investors
5
Capital International Investors
California
$377M +$2.98M +139,315 +0.8%
AI
6
Ariel Investments
Illinois
$345M -$17.3M -810,819 -5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$261M -$58M -2,716,974 -19%
State Street
8
State Street
Massachusetts
$216M +$172K +8,062 +0.1%
SAM
9
Southeastern Asset Management
Tennessee
$198M -$6.99M -327,081 -4%
Franklin Resources
10
Franklin Resources
California
$181M +$89.3M +4,179,344 +104%
FCM
11
Frontier Capital Management
Massachusetts
$181M +$1.61M +75,599 +0.9%
Victory Capital Management
12
Victory Capital Management
Texas
$147M -$29.7M -1,388,218 -17%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$142M +$173K +8,104 +0.1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$134M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$123M +$2.26M +105,760 +2%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$116M -$23.8M -1,113,748 -17%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$91.2M -$5.78M -270,519 -6%
Charles Schwab
18
Charles Schwab
California
$85.5M +$2.62M +122,732 +3%
HMP
19
HS Management Partners
New York
$83.5M +$80.9M +3,789,900 New
Norges Bank
20
Norges Bank
Norway
$80.6M +$2.29M +107,012 +3%
PCM
21
Patient Capital Management
Maryland
$77.6M -$2.7M -126,350 -3%
JCAM
22
Jericho Capital Asset Management
New York
$76.8M +$74.5M +3,487,000 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$73.2M -$4.7M -219,890 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$67.8M -$1.82M -84,993 -3%
Northern Trust
25
Northern Trust
Illinois
$60.5M -$486K -22,774 -0.8%

MAT Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q3 2023, worth a combined $7.35B — up 12% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MAT positions and 27 closed out — a net gain of 43 holders — while 102 added to existing stakes and 104 trimmed.

The largest buyer was Franklin Resources, adding an estimated $89.3M. The largest seller was EdgePoint Investment Group, cutting an estimated $74.3M.

  • 356 institutional investors held Mattel (MAT) as of Q3 2023, up from 318 in Q2 2023.
  • Funds reported $7.35B of Mattel stock for Q3 2023, up 12% quarter-over-quarter.
  • 70 funds opened new Mattel positions in Q3 2023 and 27 closed out, a net change of +43 holders.
  • The largest Mattel buyer in Q3 2023 was Franklin Resources, an estimated $89.3M added.
  • The largest Mattel seller in Q3 2023 was EdgePoint Investment Group, an estimated $74.3M sold.

Based on aggregated 13F filings for Q3 2023.