Mellanox Technologies, Ltd.
MLNX
MLNX was delisted on the 24th of April, 2020.
155 hedge funds and large institutions have $2.3B invested in Mellanox Technologies, Ltd. in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 29 closing their positions.
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
54% more capital invested
Capital invested by funds: $1.49B → $2.3B (+$810M)
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
17% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 46
5% more funds holding
Funds holding: 147 → 155 (+8)
6% less call options, than puts
Call options by funds: $45.2M | Put options by funds: $47.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$265M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$42.1M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
+$22.9M |
| 4 |
Two Sigma Investments
New York
|
+$20.9M |
| 5 |
AAM
AO Asset Management
New York
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
| 2 |
Coatue Management
New York
|
-$35.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.8M |
| 4 |
Goldman Sachs
New York
|
-$25.9M |
| 5 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
-$25.4M |
MLNX Hedge Fund Activity: Q4 2017 in Review
155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mellanox Technologies, Ltd. (MLNX) for Q4 2017, worth a combined $2.3B — up 54% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MLNX positions and 29 closed out — a net gain of 9 holders — while 54 added to existing stakes and 46 trimmed.
The largest buyer was Starboard Value, opening a new position worth an estimated $265M. The largest seller was Fidelity Investments, cutting an estimated $126M.
- 155 institutional investors held Mellanox Technologies, Ltd. (MLNX) as of Q4 2017, up from 147 in Q3 2017.
- Funds reported $2.3B of Mellanox Technologies, Ltd. stock for Q4 2017, up 54% quarter-over-quarter.
- 38 funds opened new Mellanox Technologies, Ltd. positions in Q4 2017 and 29 closed out, a net change of +9 holders.
- The largest Mellanox Technologies, Ltd. buyer in Q4 2017 was Starboard Value, an estimated $265M added.
- The largest Mellanox Technologies, Ltd. seller in Q4 2017 was Fidelity Investments, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2017.