We are live on ! Find out more
MCHX icon

Marchex

66 hedge funds and large institutions have $54.5M invested in Marchex in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 6066 (+6)

6% less capital invested

Capital invested by funds: $57.8M → $54.5M (-$3.35M)

6.42% less ownership

Funds ownership: 56.63%50.21% (-6.4%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
18
Reduced
23
Closed
9
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Oppenheimer Asset Management
New York
$48K +$2.56K +909 +5%
HighTower Advisors
52
HighTower Advisors
Illinois
$45K
FIA
53
FNY Investment Advisers
New York
$42K +$45.1K +16,000 New
RJT
54
Raymond James Trust
Florida
$30K +$2.52K +896 +9%
AG
55
Algert Global
California
$29K +$30.3K +10,756 New
TRCT
56
Tower Research Capital (TRC)
New York
$16K +$17.2K +6,094 New
CG
57
Cutler Group
California
$9K +$9.86K +3,500 New
Morgan Stanley
58
Morgan Stanley
New York
$8K +$3.17K +1,126 +63%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$7K +$7.14K +2,536 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$4K -$1.89K -671 -31%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3K +$3.22K +1,143 New
Bank of America
62
Bank of America
North Carolina
$1K -$6.84K -2,428 -92%
S
63
SignatureFD
Georgia
$1K +$172 +61 +38%
SBH
64
Segall Bryant & Hamill
Illinois
-$1.59M -573,211 Closed
Ameriprise
65
Ameriprise
Minnesota
-$603K -216,871 Closed
CCM
66
Concourse Capital Management
Georgia
-$370K -133,230 Closed
JG
67
Jefferies Group
New York
-$283K -101,672 Closed
HCM
68
Horrell Capital Management
Arkansas
-$297K -97,180 Closed
JMPWA
69
JP Morgan Private Wealth Advisors
California
-$78K -27,908 Closed
CRC
70
Curi RMB Capital
Illinois
-$65K -23,400 Closed
UBS Group
71
UBS Group
Switzerland
-$8K -2,955 Closed
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
+$175 +62 New
PMFA
73
Plante Moran Financial Advisors
Michigan
+$400 +142 New

MCHX Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marchex (MCHX) for Q4 2018, worth a combined $54.5M — down 5.8% from $57.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MCHX positions and 9 closed out — a net gain of 7 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $1.65M. The largest seller was Prescott Group Capital Management, cutting an estimated $4.44M.

  • 66 institutional investors held Marchex (MCHX) as of Q4 2018, up from 60 in Q3 2018.
  • Funds reported $54.5M of Marchex stock for Q4 2018, down 5.8% quarter-over-quarter.
  • 16 funds opened new Marchex positions in Q4 2018 and 9 closed out, a net change of +7 holders.
  • The largest Marchex buyer in Q4 2018 was Royce & Associates, an estimated $1.65M added.
  • The largest Marchex seller in Q4 2018 was Prescott Group Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2018.