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Matthews International

155 hedge funds and large institutions have $1.03B invested in Matthews International in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $943M → $1.03B (+$82.9M)

1.17% more ownership

Funds ownership: 84.61%85.78% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

1% more funds holding

Funds holding: 154155 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
54
Reduced
53
Closed
14
Calls
$870K
Puts
Net Calls
+$870K
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$183M +$2.8M +76,418 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$1.08M +29,534 +0.9%
Franklin Resources
3
Franklin Resources
California
$111M -$1.21M -32,975 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.1M +$636K +17,337 +0.9%
CCP
5
Clarkston Capital Partners
Michigan
$60.8M +$933K +25,455 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$42.6M +$449K +12,240 +1%
ACB
7
Aristotle Capital Boston
Massachusetts
$36.9M +$1.25M +34,049 +4%
State Street
8
State Street
Massachusetts
$36.6M +$1.08M +29,448 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$16.8M -$2.24M -61,224 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.3M +$119K +3,248 +0.8%
GI
11
GAMCO Investors
Connecticut
$16M +$241K +6,582 +2%
Northern Trust
12
Northern Trust
Illinois
$15.9M -$379K -10,341 -2%
Norges Bank
13
Norges Bank
Norway
$14.5M
ProShare Advisors
14
ProShare Advisors
Maryland
$12.5M -$1.43M -38,983 -11%
Charles Schwab
15
Charles Schwab
California
$12.3M +$421K +11,483 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.4M -$179K -4,869 -2%
FP
17
Foundry Partners
Minnesota
$10.9M +$867K +23,640 +9%
WA
18
Wasatch Advisors
Utah
$10.3M +$807K +22,004 +9%
RJA
19
Raymond James & Associates
Florida
$10.1M -$964K -26,292 -9%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$9.93M +$1.83M +49,903 +24%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.59M -$69.4K -1,893 -0.7%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$9.54M -$1.03M -27,989 -10%
AI
23
Ariel Investments
Illinois
$8.68M -$159K -4,324 -2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$8.11M +$7.79M +212,523 New
RCM
25
Rutabaga Capital Management
Massachusetts
$7.06M -$1.56M -42,476 -19%

MATW Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2019, worth a combined $1.03B — up 8.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 14 closed out — a net gain of 6 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 155 institutional investors held Matthews International (MATW) as of Q4 2019, up from 154 in Q3 2019.
  • Funds reported $1.03B of Matthews International stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2019 and 14 closed out, a net change of +6 holders.
  • The largest Matthews International buyer in Q4 2019 was Arrowstreet Capital, an estimated $7.79M added.
  • The largest Matthews International seller in Q4 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2019.