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MCHB

Mechanics Bancorp

173 hedge funds and large institutions have $905M invested in Mechanics Bancorp in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 76 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $724M → $905M (+$181M)

7% more funds holding

Funds holding: 162173 (+11)

0.63% more ownership

Funds ownership: 84.45%85.08% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

42% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 76

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $26K

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
44
Reduced
76
Closed
12
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$152M -$7.08M -147,033 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$87.4M -$3.06M -63,441 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$74.2M -$3.46M -71,905 -5%
State Street
4
State Street
Massachusetts
$44.3M +$6.37M +132,270 +18%
LSV Asset Management
5
LSV Asset Management
Illinois
$41.6M -$59.1K -1,226 -0.2%
N
6
Nuveen
North Carolina
$30.5M +$6.12M +127,077 +28%
Ameriprise
7
Ameriprise
Minnesota
$24.7M +$3.49M +72,510 +18%
Morgan Stanley
8
Morgan Stanley
New York
$24.3M -$386K -8,019 -2%
Goldman Sachs
9
Goldman Sachs
New York
$20.3M +$9.84M +204,160 +110%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.3M -$684K -14,202 -4%
Invesco
11
Invesco
Georgia
$19.1M +$8.52M +176,884 +93%
Millennium Management
12
Millennium Management
New York
$17.7M +$6.41M +132,982 +64%
Northern Trust
13
Northern Trust
Illinois
$16.6M -$558K -11,584 -4%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$14M +$178K +3,701 +1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$13M +$3.06M +63,523 +34%
JP Morgan Chase
16
JP Morgan Chase
New York
$12.4M -$1.11M -22,973 -9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12M -$112K -2,335 -1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$11.9M -$27.2M -564,492 -71%
KCM
19
Kennedy Capital Management
Missouri
$11.7M -$336K -6,978 -3%
CWM
20
CCG Wealth Management
California
$11.5M -$1.18M -24,575 -10%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$11.2M -$193K -4,005 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.2M +$1.32M +27,400 +15%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$10.5M -$998K -20,718 -9%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$9.46M +$8.03M +166,645 +1,093%
CAM
25
Congress Asset Management
Massachusetts
$8.56M +$2.41K +50 +0%

MCHB Hedge Fund Activity: Q4 2021 in Review

173 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2021, worth a combined $905M — up 25% from $724M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MCHB positions and 12 closed out — a net gain of 11 holders — while 44 added to existing stakes and 76 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.84M. The largest seller was Russell Investments Group, cutting an estimated $27.2M.

  • 173 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $905M of Mechanics Bancorp stock for Q4 2021, up 25% quarter-over-quarter.
  • 23 funds opened new Mechanics Bancorp positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Mechanics Bancorp buyer in Q4 2021 was Goldman Sachs, an estimated $9.84M added.
  • The largest Mechanics Bancorp seller in Q4 2021 was Russell Investments Group, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.