Mellanox Technologies, Ltd.
MLNX
MLNX was delisted on the 24th of April, 2020.
251 hedge funds and large institutions have $3.02B invested in Mellanox Technologies, Ltd. in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 78 reducing their positions, and 35 closing their positions.
46% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 35
26% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 78
6% more funds holding
Funds holding: 236 → 251 (+15)
8% less call options, than puts
Call options by funds: $29.4M | Put options by funds: $31.9M
13% less capital invested
Capital invested by funds: $3.47B → $3.02B (-$452M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$24.1M |
| 2 |
SM
Senvest Management
New York
|
+$22.4M |
| 3 |
Neuberger Berman Group
New York
|
+$20.3M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$20.3M |
| 5 |
GCP
Garelick Capital Partners
Boston,
Massachusetts
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
-$82.4M |
| 2 |
AAM
AO Asset Management
New York
|
-$33.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$26.2M |
| 4 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$17.9M |
| 5 |
CAM
Contour Asset Management
New York
|
-$17.8M |
MLNX Hedge Fund Activity: Q3 2018 in Review
251 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mellanox Technologies, Ltd. (MLNX) for Q3 2018, worth a combined $3.02B — down 13% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new MLNX positions and 35 closed out — a net gain of 16 holders — while 98 added to existing stakes and 78 trimmed.
The largest buyer was Norges Bank, adding an estimated $24.1M. The largest seller was Starboard Value, cutting an estimated $82.4M.
- 251 institutional investors held Mellanox Technologies, Ltd. (MLNX) as of Q3 2018, up from 236 in Q2 2018.
- Funds reported $3.02B of Mellanox Technologies, Ltd. stock for Q3 2018, down 13% quarter-over-quarter.
- 51 funds opened new Mellanox Technologies, Ltd. positions in Q3 2018 and 35 closed out, a net change of +16 holders.
- The largest Mellanox Technologies, Ltd. buyer in Q3 2018 was Norges Bank, an estimated $24.1M added.
- The largest Mellanox Technologies, Ltd. seller in Q3 2018 was Starboard Value, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2018.