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MCHB

Mechanics Bancorp

162 hedge funds and large institutions have $724M invested in Mechanics Bancorp in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 158162 (+4)

0.1% more ownership

Funds ownership: 84.36%84.45% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $735M → $724M (-$10.7M)

33% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 69

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
46
Reduced
69
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$127M -$2.99M -76,456 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$71.8M -$226K -5,781 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.7M +$237K +6,078 +0.4%
LSV Asset Management
4
LSV Asset Management
Illinois
$33M -$711K -18,200 -2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$32.6M +$77.9K +1,994 +0.3%
State Street
6
State Street
Massachusetts
$29.6M -$615K -15,740 -2%
Morgan Stanley
7
Morgan Stanley
New York
$19.5M +$1.45M +37,147 +8%
N
8
Nuveen
North Carolina
$18.9M +$1.88M +48,025 +12%
Ameriprise
9
Ameriprise
Minnesota
$16.5M -$102K -2,610 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.9M +$318K +8,137 +2%
Northern Trust
11
Northern Trust
Illinois
$13.6M -$179K -4,587 -1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$12.1M -$408K -10,453 -3%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$10.9M
JP Morgan Chase
14
JP Morgan Chase
New York
$10.8M +$397K +10,158 +4%
CWM
15
CCG Wealth Management
California
$10.1M -$216K -5,524 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.63M -$109K -2,780 -1%
KCM
17
Kennedy Capital Management
Missouri
$9.58M -$388K -9,929 -4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$9.15M -$1.33M -33,994 -13%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$9.03M -$76.1K -1,947 -0.9%
Millennium Management
20
Millennium Management
New York
$8.55M -$948K -24,251 -10%
Invesco
21
Invesco
Georgia
$7.86M -$2.93M -74,872 -28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.72M +$5.76M +147,500 +368%
Federated Hermes
23
Federated Hermes
Pennsylvania
$7.69M +$998K +25,531 +16%
Goldman Sachs
24
Goldman Sachs
New York
$7.65M -$253K -6,470 -3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$7.31M +$3.32M +84,949 +92%

MCHB Hedge Fund Activity: Q3 2021 in Review

162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2021, worth a combined $724M — down 1.5% from $735M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MCHB positions and 12 closed out — a net gain of 5 holders — while 46 added to existing stakes and 69 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $5.76M. The largest seller was Assenagon Asset Management, cutting an estimated $13.1M.

  • 162 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2021, up from 158 in Q2 2021.
  • Funds reported $724M of Mechanics Bancorp stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 17 funds opened new Mechanics Bancorp positions in Q3 2021 and 12 closed out, a net change of +5 holders.
  • The largest Mechanics Bancorp buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $5.76M added.
  • The largest Mechanics Bancorp seller in Q3 2021 was Assenagon Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2021.