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Montrose Environmental
MEG

Overview Fund Activity

132 hedge funds and large institutions have $993M invested in Montrose Environmental in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
50
Reduced
38
Closed
15
Calls
$2.36M
Puts
$524K
Net Calls
+$1.83M
Net Calls Change
+$2.34M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$80.5M
2
BAMCO Inc
2
BAMCO Inc
New York
$34.1M
3
William Blair & Company
3
William Blair & Company
Illinois
$35.8M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$46.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$48.6M
2
FAM
2
Fred Alger Management
New York
$86.5M
3
PC
3
Pier Capital
Connecticut
$0
4
LCG
4
Lisanti Capital Growth
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Summit Creek Advisors
Minnesota
$9.89M 277,278 +1,779 +0.6%
SCM
27
Sandler Capital Management
New York
$9.53M 267,303 +32,802 +14%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$9.3M 270,800 +6,200 +2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$9.24M 258,922 +77,430 +43%
CM
30
Cercano Management
Washington
$8.39M 235,254 – –
SAM
31
Silvercrest Asset Management
New York
$7.9M 221,441 +105,583 +91%
PI
32
Putnam Investments
Massachusetts
$7.63M 213,767 -53,742 -20%
Charles Schwab
33
Charles Schwab
California
$7.25M 203,227 -357 -0.2%
Morgan Stanley
34
Morgan Stanley
New York
$6.71M 188,216 +33,673 +22%
Fisher Asset Management
35
Fisher Asset Management
Washington
$5.64M 158,190 -570 -0.4%
SBH
36
Segall Bryant & Hamill
Illinois
$4.71M 132,181 +1,642 +1%
AT
37
Avalon Trust
New Mexico
$4.54M 127,375 +127,375 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.17M 116,850 -15,483 -12%
CIC
39
Carnegie Investment Counsel
Ohio
$3.84M 107,710 +12,375 +13%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.78M 105,947 -2,354 -2%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$3.55M 99,380 +1,226 +1%
OCM
42
Osterweis Capital Management
California
$3.21M 89,900 -42,290 -32%
Marshall Wace
43
Marshall Wace
United Kingdom
$3.13M 87,616 +87,616 New
RHJA
44
Rice Hall James & Associates
California
$3.06M 85,854 -1,673 -2%
CS
45
Candriam SCA
Luxembourg
$2.7M 82,221 – –
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$2.44M 68,405 +26,645 +64%
UBS Group
47
UBS Group
Switzerland
$2.32M 64,988 +5,417 +9%
VanEck Associates
48
VanEck Associates
New York
$2.24M 62,787 +9,054 +17%
Creative Planning
49
Creative Planning
Kansas
$1.86M 52,109 -7,086 -12%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.83M 51,300 -6,000 -10%
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