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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 %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$2.14K 60 +60 New
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$2K 64 -10 -14%
Bessemer Group
128
Bessemer Group
New Jersey
$2K 43 – –
IA
129
IFP Advisors
Florida
$638 29 +29 New
QCG
130
Quadrant Capital Group
Ohio
$143 4 -12 -75%
PC
131
Pier Capital
Connecticut
– – -191,001 Closed
LCG
132
Lisanti Capital Growth
New York
– – -173,428 Closed
Lord, Abbett & Co
133
Lord, Abbett & Co
New Jersey
– – -152,534 Closed
LFAS
134
Level Four Advisory Services
Texas
– – -8,912 Closed
WIA
135
World Investment Advisors
California
– – -8,722 Closed
CAN
136
Cetera Advisor Networks
California
– – -5,343 Closed
Corient Private Wealth
137
Corient Private Wealth
Florida
– – -4,811 Closed
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
– – -4,809 Closed
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
– – -3,648 Closed
Lazard Asset Management
140
Lazard Asset Management
New York
– – -2,964 Closed
VF
141
VitalStone Financial
Texas
– – -1,197 Closed
Allspring Global Investments
142
Allspring Global Investments
North Carolina
– – -164 Closed
EI
143
Ellevest Inc
New York
– – -117 Closed
TWA
144
TCI Wealth Advisors
Arizona
– – -97 Closed
BIA
145
Bell Investment Advisors
California
– – -11 Closed
Group One Trading
146
Group One Trading
Illinois
– – – –
C
147
Covestor
United Kingdom
$0 4 – –
CFGS
148
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
149
Simplex Trading
Illinois
– – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$0 7 +7 New
2 3 4 5
6