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Montrose Environmental
MEG

Overview Fund Activity

159 hedge funds and large institutions have $854M invested in Montrose Environmental in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
61
Reduced
57
Closed
15
Calls
$906K
Puts
$225K
Net Calls
+$681K
Net Calls Change
+$420K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.7M
2
BlackRock
2
BlackRock
New York
$80.6M
3
GIP
3
Granite Investment Partners
California
$22.2M
4
Bank of America
4
Bank of America
North Carolina
$24.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.06M
2
William Blair & Company
2
William Blair & Company
Illinois
$18M
3
AI
3
Aperture Investors
New York
$10.5M
4
CM
4
Cercano Management
Washington
$0
5
PI
5
Putnam Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WI
101
WrapManager Inc
California
$349K 10,851 +3,469 +47%
OAM
102
Oppenheimer Asset Management
New York
$334K 10,406 -5,109 -33%
TCA
103
Tortoise Capital Advisors
Kansas
$323K 10,049 -1,139 -10%
YIH
104
Y-Intercept (HK)
Hong Kong
$322K 10,033 +10,033 New
N
105
Numerai
California
$320K 9,965 +9,965 New
KA
106
Kozak & Associates
Colorado
$306K 11,000 – –
OQS
107
Occudo Quantitative Strategies
Florida
$297K 9,245 -19,386 -68%
DT
108
Diversified Trust
Tennessee
$296K 9,200 +275 +3%
Osaic Holdings
109
Osaic Holdings
Arizona
$294K 9,173 -6,583 -42%
GCM
110
Graham Capital Management
Connecticut
$276K 8,595 -2,268 -21%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$269K 8,396 +4,494 +115%
SRC
112
Shufro Rose & Co
New York
$264K 9,031 – –
LPL Financial
113
LPL Financial
California
$262K 8,170 -883 -10%
ASRS
114
Arizona State Retirement System
Arizona
$257K 8,009 -127 -2%
CIA
115
Cladis Investment Advisory
Montana
$257K 8,000 – –
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$256K 7,965 – –
Wells Fargo
117
Wells Fargo
California
$241K 7,500 +1,020 +16%
BMSSC
118
B. Metzler seel. Sohn & Co
Germany
$236K 7,332 -88 -1%
Comerica Bank
119
Comerica Bank
Texas
$235K 7,300 +1,500 +26%
AQR Capital Management
120
AQR Capital Management
Connecticut
$225K 7,008 +7,008 New
SFA
121
Sequoia Financial Advisors
Ohio
$225K 7,000 – –
TRCT
122
Tower Research Capital (TRC)
New York
$218K 6,770 +3,096 +84%
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$212K 6,600 +2,225 +51%
Two Sigma Investments
124
Two Sigma Investments
New York
$202K 6,300 -6,851 -52%
ETC
125
Exchange Traded Concepts
Oklahoma
$177K 5,506 -194 -3%
3 4
5
6 7