Mayville Engineering Co
MEC
53 hedge funds and large institutions have $96.2M invested in Mayville Engineering Co in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
55% more capital invested
Capital invested by funds: $62.2M → $96.2M (+$34M)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
8% more funds holding
Funds holding: 49 → 53 (+4)
2.06% more ownership
Funds ownership: 33.73% → 35.79% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.81M |
| 2 |
RC
Roubaix Capital
Denver,
Colorado
|
+$1.48M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.18M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$1.38M |
| 2 |
Jennison Associates
New York
|
-$871K |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$660K |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$513K |
| 5 |
LPL Financial
San Diego,
California
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
51
Anchor Investment Management
Columbia,
South Carolina
| $3.38K | – | – | – |
|
52
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | +$2.19K | +198 | New |
|
|
AIG
53
American International Group
New York
| $57 | -$1.36K | -123 | -3% |
|
|
GGHC
54
Gilder Gagnon Howe & Co
New York
| – | -$513K | -55,860 | Closed |
|
55
Squarepoint
New York
| – | -$143K | -15,564 | Closed |
|
|
NAS
56
Nicolet Advisory Services
Green Bay,
Wisconsin
| – | -$103K | -11,247 | Closed |
|
MEC Hedge Fund Activity: Q4 2020 in Review
53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mayville Engineering Co (MEC) for Q4 2020, worth a combined $96.2M — up 55% from $62.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MEC positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.81M. The largest seller was Penn Capital Management, cutting an estimated $1.38M.
- 53 institutional investors held Mayville Engineering Co (MEC) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $96.2M of Mayville Engineering Co stock for Q4 2020, up 55% quarter-over-quarter.
- 7 funds opened new Mayville Engineering Co positions in Q4 2020 and 3 closed out, a net change of +4 holders.
- The largest Mayville Engineering Co buyer in Q4 2020 was Wellington Management Group, an estimated $1.81M added.
- The largest Mayville Engineering Co seller in Q4 2020 was Penn Capital Management, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2020.