Mellanox Technologies, Ltd.
MLNX
MLNX was delisted on the 24th of April, 2020.
189 hedge funds and large institutions have $2.87B invested in Mellanox Technologies, Ltd. in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 14 closing their positions.
243% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 14
25% more capital invested
Capital invested by funds: $2.3B → $2.87B (+$574M)
22% more funds holding
Funds holding: 155 → 189 (+34)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
0% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 59
27% less call options, than puts
Call options by funds: $34.9M | Put options by funds: $47.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$59.7M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$42.5M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.2M |
| 4 |
SV
Starboard Value
New York
|
+$31M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$20.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.2M |
| 3 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
-$17.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$15.4M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
201
Reilly Financial Advisors
La Mesa,
California
| – | -$15K | -235 | Closed |
|
|
CHP
202
Cable Hill Partners
Portland,
Oregon
| – | -$1K | -19 | Closed |
|
203
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -15 | Closed |
|
MLNX Hedge Fund Activity: Q1 2018 in Review
189 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Mellanox Technologies, Ltd. (MLNX) for Q1 2018, worth a combined $2.87B — up 25% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MLNX positions and 14 closed out — a net gain of 34 holders — while 59 added to existing stakes and 59 trimmed.
The largest buyer was Senvest Management, adding an estimated $59.7M. The largest seller was Citadel Advisors, cutting an estimated $20.8M.
- 189 institutional investors held Mellanox Technologies, Ltd. (MLNX) as of Q1 2018, up from 155 in Q4 2017.
- Funds reported $2.87B of Mellanox Technologies, Ltd. stock for Q1 2018, up 25% quarter-over-quarter.
- 48 funds opened new Mellanox Technologies, Ltd. positions in Q1 2018 and 14 closed out, a net change of +34 holders.
- The largest Mellanox Technologies, Ltd. buyer in Q1 2018 was Senvest Management, an estimated $59.7M added.
- The largest Mellanox Technologies, Ltd. seller in Q1 2018 was Citadel Advisors, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2018.