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Montrose Environmental
MEG

Overview Fund Activity

131 hedge funds and large institutions have $1.23B invested in Montrose Environmental in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
47
Reduced
40
Closed
11
Calls
$1.04M
Puts
$1.55M
Net Calls
-$510K
Net Calls Change
-$635K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.8M
2
CM
2
Cercano Management
Washington
$10.4M
3
SCM
3
Sandler Capital Management
New York
$10.4M
4
CIP
4
Champlain Investment Partners
Vermont
$62.4M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$7.05M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$126M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$15.9M
3
NW
3
Naviter Wealth
Arkansas
$1.84M
4
LCG
4
Lisanti Capital Growth
New York
$7.7M
5
BAMCO Inc
5
BAMCO Inc
New York
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$577K 12,994 -48 -0.4%
Stifel Financial
77
Stifel Financial
Missouri
$553K 12,463 -109 -0.9%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$525K 11,833 +384 +3%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$494K 11,121 +78 +0.7%
KA
80
Kozak & Associates
Colorado
$488K 11,000 – –
Barclays
81
Barclays
United Kingdom
$483K 10,902 +6,670 +158%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$471K 10,617 – –
Legal & General Group
83
Legal & General Group
United Kingdom
$442K 9,958 -15 -0.2%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$412K 9,285 – –
SRC
85
Shufro Rose & Co
New York
$401K 9,031 – –
LFAS
86
Level Four Advisory Services
Texas
$396K 8,912 -640 -7%
WIA
87
World Investment Advisors
California
$387K 8,722 – –
DT
88
Diversified Trust
Tennessee
$364K 8,200 +675 +9%
CIA
89
Cladis Investment Advisory
Montana
$355K 8,000 – –
WCWM
90
Wooster Corthell Wealth Management
Connecticut
$319K 7,185 – –
ZCA
91
Zeke Capital Advisors
Pennsylvania
$311K 7,000 – –
WJWM
92
Williams Jones Wealth Management
New York
$306K 6,900 – –
BMSSC
93
B. Metzler seel. Sohn & Co
Germany
$300K 6,750 – –
ASRS
94
Arizona State Retirement System
Arizona
$297K 6,700 +248 +4%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$241K 5,434 +4,618 +566%
CAN
96
Cetera Advisor Networks
California
$237K 5,343 +5,343 New
Amundi
97
Amundi
France
$237K 4,694 +2,452 +109%
FA
98
FDx Advisors
Illinois
$235K 5,287 +5,287 New
WI
99
WrapManager Inc
California
$231K 5,207 +5,207 New
KWM
100
Keebeck Wealth Management
Illinois
$230K 5,179 +5,179 New
2 3
4
5 6