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Mesa Laboratories

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: 154158 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$28.7K -$16.2K -166 -36%
KBC Group
127
KBC Group
Belgium
$28K
TWM
128
Tradition Wealth Management
Minnesota
$23K
ASN
129
Advisory Services Network
Georgia
$17.5K +$16.3K +167 New
GI
130
GAMMA Investing
California
$16K +$17.1K +175 New
OP
131
ORG Partners
Indiana
$15.7K
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$15.5K
S
133
SignatureFD
Georgia
$13.7K +$2.44K +25 +24%
HI
134
Harbour Investments
Wisconsin
$12.9K -$4.48K -46 -27%
Pacer Advisors
135
Pacer Advisors
Pennsylvania
$12.8K +$5.17K +53 +77%
FHA
136
First Horizon Advisors
Tennessee
$9.99K
VCM
137
Versant Capital Management
Arizona
$9.01K +$5.26K +54 +169%
RCM
138
Raleigh Capital Management
North Carolina
$8.49K +$7.89K +81 New
AWM
139
Avior Wealth Management
Nebraska
$7.75K +$7.21K +74 New
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$6.81K +$5.85K +60 +1,200%
CSB
141
City State Bank
Iowa
$5K
EWA
142
EverSource Wealth Advisors
Alabama
$4.92K +$4.58K +47 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$3K -$487 -5 -14%
AF
144
Allworth Financial
California
$2.1K +$1.36K +14 +233%
PA
145
Parallel Advisors
California
$1.68K +$1.36K +14 +700%
CA
146
Clearstead Advisors
Ohio
$1.57K -$97 -1 -6%
PA
147
Pineridge Advisors
Missouri
$1.47K +$1.36K +14 New
PS
148
Principal Securities
Iowa
$1.05K +$975 +10 New
Bessemer Group
149
Bessemer Group
New Jersey
$1K -$1.95K -20 -71%
FG
150
Fairman Group
Pennsylvania
$838 +$780 +8 New

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.