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Montrose Environmental
MEG

Overview Fund Activity

143 hedge funds and large institutions have $1.13B invested in Montrose Environmental in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
143
Holders Change
+11
Holders Change %
+8.33%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
37
Closed
12
Calls
$299K
Puts
$21K
Net Calls
+$278K
Net Calls Change
-$1.56M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$16M
2
BlackRock
2
BlackRock
New York
$103M
3
PCM
3
Peregrine Capital Management
Minnesota
$10.3M
4
GIP
4
Granite Investment Partners
California
$28.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.63M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
FAM
2
Fred Alger Management
New York
$78.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.1M
4
SCA
4
Summit Creek Advisors
Minnesota
$8.03M
5
CIC
5
Carnegie Investment Counsel
Ohio
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$14M 332,213 +73,291 +28%
DekaBank Deutsche Girozentrale
27
DekaBank Deutsche Girozentrale
Germany
$13.6M 330,800 +60,000 +22%
SCM
28
Sandler Capital Management
New York
$10.4M 246,132 -21,171 -8%
PCM
29
Peregrine Capital Management
Minnesota
$10.3M 244,074 +244,074 New
CM
30
Cercano Management
Washington
$9.91M 235,254 – –
PI
31
Putnam Investments
Massachusetts
$8.82M 209,447 -4,320 -2%
Charles Schwab
32
Charles Schwab
California
$8.71M 206,907 +3,680 +2%
SCA
33
Summit Creek Advisors
Minnesota
$8.03M 190,697 -86,581 -31%
Morgan Stanley
34
Morgan Stanley
New York
$7.43M 176,330 -11,886 -6%
SAM
35
Silvercrest Asset Management
New York
$6.98M 165,628 -55,813 -25%
Fisher Asset Management
36
Fisher Asset Management
Washington
$6.36M 151,079 -7,111 -4%
Citadel Advisors
37
Citadel Advisors
Florida
$5.63M 133,772 +94,439 +240%
SBH
38
Segall Bryant & Hamill
Illinois
$5.59M 132,810 +629 +0.5%
AT
39
Avalon Trust
New Mexico
$5.44M 129,150 +1,775 +1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.65M 110,352 +4,405 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.16M 98,688 -18,162 -16%
CS
42
Candriam SCA
Luxembourg
$3.46M 82,221 – –
RHJA
43
Rice Hall James & Associates
California
$3.22M 76,432 -9,422 -11%
LCG
44
Lisanti Capital Growth
New York
$3.03M 71,820 +71,820 New
Goldman Sachs
45
Goldman Sachs
New York
$3M 71,111 +38,468 +118%
UBS Group
46
UBS Group
Switzerland
$2.9M 68,872 +3,884 +6%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$2.87M 68,155 -250 -0.4%
Marshall Wace
48
Marshall Wace
United Kingdom
$2.87M 68,103 -19,513 -22%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.6M 61,800 +10,500 +20%
VanEck Associates
50
VanEck Associates
New York
$2.29M 54,259 -8,528 -14%
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