Mellanox Technologies, Ltd.
MLNX
MLNX was delisted on the 24th of April, 2020.
113 hedge funds and large institutions have $1.02B invested in Mellanox Technologies, Ltd. in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $816M → $1.02B (+$200M)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
4% less funds holding
Funds holding: 118 → 113 (-5)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
18% less call options, than puts
Call options by funds: $55.3M | Put options by funds: $67.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
+$106M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$46.2M |
| 3 |
Coatue Management
New York
|
+$23.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.5M |
| 2 |
Renaissance Technologies
New York
|
-$14.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11M |
| 4 |
Citigroup
New York
|
-$10M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$9.26M |
MLNX Hedge Fund Activity: Q4 2013 in Review
113 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Mellanox Technologies, Ltd. (MLNX) for Q4 2013, worth a combined $1.02B — up 25% from $816M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of MLNX and 25 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 35 added.
The largest buyer was Scopia Capital Management, adding an estimated $106M. The largest seller was AllianceBernstein, cutting an estimated $21.5M.
- 113 institutional investors held Mellanox Technologies, Ltd. (MLNX) as of Q4 2013, down from 118 in Q3 2013.
- Funds reported $1.02B of Mellanox Technologies, Ltd. stock for Q4 2013, up 25% quarter-over-quarter.
- 25 funds opened new Mellanox Technologies, Ltd. positions in Q4 2013 and 30 closed out, a net change of -5 holders.
- The largest Mellanox Technologies, Ltd. buyer in Q4 2013 was Scopia Capital Management, an estimated $106M added.
- The largest Mellanox Technologies, Ltd. seller in Q4 2013 was AllianceBernstein, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2013.