Mayville Engineering Co
MEC
79 hedge funds and large institutions have $134M invested in Mayville Engineering Co in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 12 closing their positions.
81% more call options, than puts
Call options by funds: $839K | Put options by funds: $464K
37% more capital invested
Capital invested by funds: $97.8M → $134M (+$36M)
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
1.98% more ownership
Funds ownership: 43.71% → 45.69% (+2%)
8% less funds holding
Funds holding: 86 → 79 (-7)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$1.6M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.18M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.02M |
| 4 |
RA
Royce & Associates
New York
|
+$740K |
| 5 |
BlackRock
New York
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$625K |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$563K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$439K |
| 4 |
LPL Financial
San Diego,
California
|
-$315K |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$234K |
MEC Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mayville Engineering Co (MEC) for Q4 2023, worth a combined $134M — up 37% from $97.8M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of MEC and 5 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 31 added.
The largest buyer was Granahan Investment Management, adding an estimated $1.6M. The largest seller was William Blair & Company, cutting an estimated $625K.
- 79 institutional investors held Mayville Engineering Co (MEC) as of Q4 2023, down from 86 in Q3 2023.
- Funds reported $134M of Mayville Engineering Co stock for Q4 2023, up 37% quarter-over-quarter.
- 5 funds opened new Mayville Engineering Co positions in Q4 2023 and 12 closed out, a net change of -7 holders.
- The largest Mayville Engineering Co buyer in Q4 2023 was Granahan Investment Management, an estimated $1.6M added.
- The largest Mayville Engineering Co seller in Q4 2023 was William Blair & Company, an estimated $625K sold.
Based on aggregated 13F filings for Q4 2023.