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Matthews International

179 hedge funds and large institutions have $960M invested in Matthews International in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
55
Reduced
69
Closed
19
Calls
$18K
Puts
$55K
Net Calls
-$37K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$35.1K -$943K -25,739 -96%
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$33K -$11.5K -312 -26%
US Bancorp
153
US Bancorp
Minnesota
$32.6K -$36.7K -1,000 -53%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$2.24K -61 -7%
VCM
155
Versant Capital Management
Arizona
$26.8K -$3.81K -104 -12%
EWA
156
EverSource Wealth Advisors
Alabama
$23.5K
IRC
157
Investors Research Corp
Georgia
$14.7K
LC
158
Lindbrook Capital
California
$14.2K
CT
159
Cambridge Trust
Massachusetts
$13.2K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$12K -$2.91K -81 -20%
EBA
161
Eagle Bay Advisors
New York
$11.7K -$89.7K -2,447 -88%
QCG
162
Quadrant Capital Group
Ohio
$8.94K
PMEF
163
Point72 Middle East FZE
United Arab Emirates
$8.1K -$82.9K -2,262 -91%
GI
164
GAMMA Investing
California
$5.76K +$5.76K +175 New
IWP
165
IAG Wealth Partners
Wisconsin
$5.61K
PA
166
Parallel Advisors
California
$2.09K -$6.23K -170 -75%
MRCM
167
M&R Capital Management
New Jersey
$1.58K
SWM
168
Spire Wealth Management
Virginia
$1.43K +$1K +30 +231%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$1.39K -$1.03K -28 -42%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$1.17K
PWMG
171
Private Wealth Management Group
New Jersey
$1.1K +$1.1K +30 New
FHA
172
First Horizon Advisors
Tennessee
$1.06K
AF
173
Allworth Financial
California
$843
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$770
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$733 +$733 +20 New