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MediaAlpha

96 hedge funds and large institutions have $1.29B invested in MediaAlpha in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

48% more funds holding

Funds holding: 6596 (+31)

2% more capital invested

Capital invested by funds: $1.26B → $1.29B (+$27.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.77% less ownership

Funds ownership: 97.52%96.76% (-0.77%)

Holders
96
Holders Change
+31
Holders Change %
+47.69%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
43
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMIG
1
White Mountains Insurance Group
New Hampshire
$600M -$178M -3,592,204 -17%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$217M +$81.3M +1,639,665 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.7M +$36M +725,318 +92%
JP Morgan Chase
4
JP Morgan Chase
New York
$47.8M +$3.11M +62,807 +5%
BlackRock
5
BlackRock
New York
$40.4M +$12.4M +250,110 +28%
EAM
6
Eventide Asset Management
Massachusetts
$36.7M +$48.2M +972,948 +1,579%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$36.7M +$51.3M +1,034,481 New
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.6M +$7.67M +154,640 +30%
EA
9
Emerald Advisers
Pennsylvania
$22.5M +$4.4M +88,712 +16%
WA
10
Wasatch Advisors
Utah
$18.3M -$7.85M -158,317 -23%
SAM
11
Silvercrest Asset Management
New York
$15.8M +$22M +444,616 New
Wells Fargo
12
Wells Fargo
California
$13.5M +$18.7M +376,719 +6,677%
Morgan Stanley
13
Morgan Stanley
New York
$10.4M +$14.1M +285,156 +3,532%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.41M +$5.43M +109,519 +70%
State Street
15
State Street
Massachusetts
$9.39M +$5.12M +103,199 +64%
BCIM
16
British Columbia Investment Management
British Columbia, Canada
$9.21M +$12.9M +260,000 New
Ameriprise
17
Ameriprise
Minnesota
$8.33M -$528K -10,641 -4%
CCM
18
CAAS Capital Management
New York
$7.73M +$8.84M +178,283 +446%
PFM
19
Premier Fund Managers
United Kingdom
$6.95M +$9.86M +198,924 +19,892%
Northern Trust
20
Northern Trust
Illinois
$6.74M +$2.94M +59,317 +45%
CC
21
Cannell & Co
New York
$6.72M +$9.41M +189,685 New
HI
22
HBK Investments
Texas
$6.2M +$3.72M +75,000 +75%
Calamos Advisors
23
Calamos Advisors
Illinois
$5.86M +$4.92M +99,153 +150%
William Blair & Company
24
William Blair & Company
Illinois
$4.89M +$6.85M +138,053 New
ZP
25
Zimmer Partners
New York
$4.61M

MAX Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MediaAlpha (MAX) for Q1 2021, worth a combined $1.29B — up 2.2% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MAX positions and 7 closed out — a net gain of 31 holders — while 43 added to existing stakes and 13 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $81.3M. The largest seller was White Mountains Insurance Group, cutting an estimated $178M.

  • 96 institutional investors held MediaAlpha (MAX) as of Q1 2021, up from 65 in Q4 2020.
  • Funds reported $1.29B of MediaAlpha stock for Q1 2021, up 2.2% quarter-over-quarter.
  • 38 funds opened new MediaAlpha positions in Q1 2021 and 7 closed out, a net change of +31 holders.
  • The largest MediaAlpha buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $81.3M added.
  • The largest MediaAlpha seller in Q1 2021 was White Mountains Insurance Group, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2021.