Mobileye
MBLY
254 hedge funds and large institutions have $3.24B invested in Mobileye in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 82 reducing their positions, and 56 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 82
2.1% less ownership
Funds ownership: 123.84% → 121.74% (-2.1%)
5% less funds holding
Funds holding: 268 → 254 (-14)
14% less capital invested
Capital invested by funds: $3.77B → $3.24B (-$528M)
16% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 56
32% less call options, than puts
Call options by funds: $161M | Put options by funds: $238M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$234M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$69.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$153M |
| 2 |
FAM
Fred Alger Management
New York
|
-$80.9M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$41.2M |
| 4 |
GA
General Atlantic
New York
|
-$38.4M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$35.1M |
MBLY Hedge Fund Activity: Q2 2024 in Review
254 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Mobileye (MBLY) for Q2 2024, worth a combined $3.24B — down 14% from $3.77B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of MBLY and 47 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 98 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $234M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $153M sold.
- 254 institutional investors held Mobileye (MBLY) as of Q2 2024, down from 268 in Q1 2024.
- Funds reported $3.24B of Mobileye stock for Q2 2024, down 14% quarter-over-quarter.
- 47 funds opened new Mobileye positions in Q2 2024 and 56 closed out, a net change of -9 holders.
- The largest Mobileye buyer in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $234M added.
- The largest Mobileye seller in Q2 2024 was Southpoint Capital Advisors, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2024.