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Mesa Laboratories
MLAB

158 hedge funds and large institutions have $535M invested in Mesa Laboratories in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3.24% more ownership

Funds ownership: 91.49% → 94.73% (+3.2%)

3% more funds holding

Funds holding: 154 → 158 (+4)

4% more capital invested

Capital invested by funds: $515M → $535M (+$19.8M)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
51
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$27.2M
2
RA
Royce & Associates
New York
+$10.1M
3
BCM
Boone Capital Management
Georgia
+$6.24M
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$4.7M
5
BlackRock
BlackRock
New York
+$3.91M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$12.3M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
3
DDC
DF Dent & Co
Maryland
-$5.73M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.61M
5
KLC
Kent Lake Capital
Nevada
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$202K +$12.1K +124 +7%
CANY
102
Caxton Associates (New York)
New York
$202K +$188K +1,930 New
Lazard Asset Management
103
Lazard Asset Management
New York
$182K +$5.17K +53 +3%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$169K – – –
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$157K -$2.05K -21 -1%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$152K -$5.36K -55 -4%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$132K -$9.74K -100 -7%
TRCT
108
Tower Research Capital (TRC)
New York
$127K +$95.1K +976 +415%
SAM
109
Smartleaf Asset Management
Massachusetts
$97.1K +$89.3K +916 New
ADL
110
Asset Dedication LLC
California
$87K +$80.9K +830 New
GWM
111
Geneos Wealth Management
Colorado
$76.3K – – –
HNB
112
Huntington National Bank
Ohio
$75K +$15.2K +156 +28%
Osaic Holdings
113
Osaic Holdings
Arizona
$71.5K -$11.2K -115 -14%
MCM
114
Manchester Capital Management
Vermont
$69.5K – – –
EC
115
EntryPoint Capital
New York
$57.4K +$53.4K +548 New
AIP
116
Ameritas Investment Partners
Nebraska
$53.3K – – –
AAP
117
Arax Advisory Partners
Colorado
$53.1K – – –
SA
118
SRH Advisors
Kansas
$52.4K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$52K +$8.28K +85 +21%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$48.8K -$1.27K -13 -3%
Amundi
121
Amundi
France
$37.1K – – –
SOW
122
State of Wyoming
Wyoming
$36.4K +$4.68K +48 +16%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$33.3K +$4.58K +47 +17%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$30.2K – – –
QCG
125
Quadrant Capital Group
Ohio
$29K +$22.6K +232 +516%
3 4
5
6 7

MLAB Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mesa Laboratories (MLAB) for Q4 2023, worth a combined $535M — up 3.8% from $515M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLAB positions and 20 closed out — a net gain of 6 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.2M. The largest seller was Principal Financial Group, cutting an estimated $12.3M.

  • 158 institutional investors held Mesa Laboratories (MLAB) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $535M of Mesa Laboratories stock for Q4 2023, up 3.8% quarter-over-quarter.
  • 26 funds opened new Mesa Laboratories positions in Q4 2023 and 20 closed out, a net change of +6 holders.
  • The largest Mesa Laboratories buyer in Q4 2023 was Morgan Stanley, an estimated $27.2M added.
  • The largest Mesa Laboratories seller in Q4 2023 was Principal Financial Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2023.