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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 %
FAM
1
Fred Alger Management
New York
$86.5M 2,425,129 -423,083 -15%
UBS AM
2
UBS AM
Illinois
$80.5M 2,255,444 +409,720 +22%
BlackRock
3
BlackRock
New York
$78M 2,185,548 +41,737 +2%
CIP
4
Champlain Investment Partners
Vermont
$54.3M 1,523,200 +118,200 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$52.6M 1,473,942 +123,115 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$48.6M 1,361,917 -610,178 -31%
Federated Hermes
7
Federated Hermes
Pennsylvania
$46.4M 1,300,000 +167,000 +15%
Truist Financial
8
Truist Financial
North Carolina
$40.8M 1,143,870 -57,208 -5%
William Blair & Company
9
William Blair & Company
Illinois
$35.8M 1,002,737 +203,696 +25%
BAMCO Inc
10
BAMCO Inc
New York
$34.1M 956,187 +249,850 +35%
AI
11
Aperture Investors
New York
$29M 813,285 +73,496 +10%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$23.1M 646,925 +154,747 +31%
Bank of America
13
Bank of America
North Carolina
$20.9M 585,586 +29,117 +5%
GIP
14
Granite Investment Partners
California
$19.5M 545,564 +10,948 +2%
State Street
15
State Street
Massachusetts
$19.3M 539,726 +16,256 +3%
SIMG
16
Stephens Investment Management Group
Texas
$18.2M 510,901 +84,661 +20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$18.1M 507,530 +18,522 +4%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$17.2M 482,336 -167,734 -26%
Northern Trust
19
Northern Trust
Illinois
$17.1M 478,714 -10,658 -2%
EA
20
Emerald Advisers
Pennsylvania
$16.8M 472,240 -5,465 -1%
Invesco
21
Invesco
Georgia
$16.2M 454,377 -6,868 -1%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.3M 401,731 – –
First Trust Advisors
23
First Trust Advisors
Illinois
$13.7M 383,642 -8,075 -2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$12.9M 361,391 +3,965 +1%
DCM
25
Driehaus Capital Management
Illinois
$12.5M 349,357 -102,945 -23%
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