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Mesa Laboratories

160 hedge funds and large institutions have $833M invested in Mesa Laboratories in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

22% more capital invested

Capital invested by funds: $681M → $833M (+$152M)

4.22% more ownership

Funds ownership: 91%95.22% (+4.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

2% less funds holding

Funds holding: 163160 (-3)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
64
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
One Wealth Advisors
California
$40.4K +$38.1K +243 New
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$40.2K +$5.33K +34 +16%
TWM
128
Tradition Wealth Management
Minnesota
$36K
ASN
129
Advisory Services Network
Georgia
$30.8K +$29K +185 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$27.4K -$97.6K -623 -79%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$26K +$13.2K +84 +117%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$24.6K
S
133
SignatureFD
Georgia
$16.8K +$12.4K +79 +359%
FHA
134
First Horizon Advisors
Tennessee
$15.8K +$1.88K +12 +14%
SOW
135
State of Wyoming
Wyoming
$14.1K +$13.3K +85 New
TRCT
136
Tower Research Capital (TRC)
New York
$14K -$471K -3,006 -97%
PMEF
137
Point72 Middle East FZE
United Arab Emirates
$14K +$13.2K +84 New
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$13K +$842K +5,371 +7%
SWA
139
Sutton Wealth Advisors
Florida
$12.3K +$11.1K +71 +2,367%
SWM
140
Spire Wealth Management
Virginia
$9K -$1.88K -12 -18%
CSB
141
City State Bank
Iowa
$8K
QT
142
Quantbot Technologies
New York
$6.98K +$6.58K +42 New
VCM
143
Versant Capital Management
Arizona
$5.98K +$4.7K +30 +500%
TWA
144
TCI Wealth Advisors
Arizona
$5.49K +$5.17K +33 New
EWA
145
EverSource Wealth Advisors
Alabama
$4.65K +$2.19K +14 +100%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$4.32K +$4.07K +26 New
KFP
147
KB Financial Partners
New Jersey
$4K -$157 -1 -4%
Bessemer Group
148
Bessemer Group
New Jersey
$3K -$13.2K -84 -81%
IA
149
IFP Advisors
Florida
$3K +$1.41K +9 +450%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2K -$9.4K -60 -77%

MLAB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mesa Laboratories (MLAB) for Q4 2022, worth a combined $833M — up 22% from $681M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLAB positions and 23 closed out — a net gain of 2 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.8M. The largest seller was Royce & Associates, cutting an estimated $14.2M.

  • 160 institutional investors held Mesa Laboratories (MLAB) as of Q4 2022, down from 163 in Q3 2022.
  • Funds reported $833M of Mesa Laboratories stock for Q4 2022, up 22% quarter-over-quarter.
  • 25 funds opened new Mesa Laboratories positions in Q4 2022 and 23 closed out, a net change of +2 holders.
  • The largest Mesa Laboratories buyer in Q4 2022 was Morgan Stanley, an estimated $36.8M added.
  • The largest Mesa Laboratories seller in Q4 2022 was Royce & Associates, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.