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Marchex

29 hedge funds and large institutions have $30.7M invested in Marchex in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.03% less ownership

Funds ownership: 58.41%58.38% (-0.03%)

6% less capital invested

Capital invested by funds: $32.8M → $30.7M (-$2.08M)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
9
Reduced
8
Closed
2
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$19.8M +$37.9K +26,975 +0.2%
BRF
2
B. Riley Financial
California
$2.78M
Renaissance Technologies
3
Renaissance Technologies
New York
$2.47M -$18.8K -13,400 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35M +$26.9K +19,168 +2%
BlackRock
5
BlackRock
New York
$854K -$809 -576 -0.1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$787K -$78.3K -55,779 -9%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$563K -$116K -82,430 -17%
PAWC
8
P.A.W. Capital
Connecticut
$475K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$458K +$59.7K +42,530 +14%
State Street
10
State Street
Massachusetts
$183K
BCM
11
Bridgeway Capital Management
Texas
$176K
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$169K -$28.1K -20,037 -14%
Morgan Stanley
13
Morgan Stanley
New York
$116K +$65.1K +46,360 +118%
Northern Trust
14
Northern Trust
Illinois
$112K +$663 +472 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$92.4K -$14.5K -10,347 -13%
RC
16
RBF Capital
California
$56.6K
Russell Investments Group
17
Russell Investments Group
United Kingdom
$55.6K
Millennium Management
18
Millennium Management
New York
$43.9K +$7.1K +5,055 +19%
Citadel Advisors
19
Citadel Advisors
Florida
$39.3K +$9.4K +6,694 +30%
Charles Schwab
20
Charles Schwab
California
$33.1K
Bank of America
21
Bank of America
North Carolina
$28.6K +$29.5K +21,014 New
HighTower Advisors
22
HighTower Advisors
Illinois
$21K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.3K
TRCT
24
Tower Research Capital (TRC)
New York
$7.91K -$4.86K -3,463 -37%
UBS Group
25
UBS Group
Switzerland
$2.36K +$2.43K +1,732 New

MCHX Hedge Fund Activity: Q4 2023 in Review

29 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Marchex (MCHX) for Q4 2023, worth a combined $30.7M — down 6.4% from $32.8M a quarter earlier.

Fund positioning in MCHX was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.1K. The largest seller was First Eagle Investment Management, cutting an estimated $116K.

  • 29 institutional investors held Marchex (MCHX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $30.7M of Marchex stock for Q4 2023, down 6.4% quarter-over-quarter.
  • 2 funds opened new Marchex positions in Q4 2023 and 2 closed out, a net change of 0 holders.
  • The largest Marchex buyer in Q4 2023 was Morgan Stanley, an estimated $65.1K added.
  • The largest Marchex seller in Q4 2023 was First Eagle Investment Management, an estimated $116K sold.

Based on aggregated 13F filings for Q4 2023.