Mellanox Technologies, Ltd.
MLNX
MLNX was delisted on the 24th of April, 2020.
236 hedge funds and large institutions have $3.47B invested in Mellanox Technologies, Ltd. in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 20 closing their positions.
240% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 20
45% more call options, than puts
Call options by funds: $51.9M | Put options by funds: $35.8M
25% more funds holding
Funds holding: 189 → 236 (+47)
21% more capital invested
Capital invested by funds: $2.87B → $3.47B (+$594M)
3% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 69
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$74.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$47.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$25.9M |
| 5 |
Neuberger Berman Group
New York
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$137M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$54.1M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$50.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$41.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$30.6M |
MLNX Hedge Fund Activity: Q2 2018 in Review
236 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mellanox Technologies, Ltd. (MLNX) for Q2 2018, worth a combined $3.47B — up 21% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MLNX positions and 20 closed out — a net gain of 48 holders — while 71 added to existing stakes and 69 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $74.5M. The largest seller was Capital Research Global Investors, cutting an estimated $137M.
- 236 institutional investors held Mellanox Technologies, Ltd. (MLNX) as of Q2 2018, up from 189 in Q1 2018.
- Funds reported $3.47B of Mellanox Technologies, Ltd. stock for Q2 2018, up 21% quarter-over-quarter.
- 68 funds opened new Mellanox Technologies, Ltd. positions in Q2 2018 and 20 closed out, a net change of +48 holders.
- The largest Mellanox Technologies, Ltd. buyer in Q2 2018 was Morgan Stanley, an estimated $74.5M added.
- The largest Mellanox Technologies, Ltd. seller in Q2 2018 was Capital Research Global Investors, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2018.