Milestone Scientific
MLSS
28 hedge funds and large institutions have $3.83M invested in Milestone Scientific in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.
66% more capital invested
Capital invested by funds: $2.3M → $3.83M (+$1.53M)
0.79% less ownership
Funds ownership: 6.89% → 6.1% (-0.79%)
18% less funds holding
Funds holding: 34 → 28 (-6)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.85K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$60.2K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$35.1K |
| 3 |
Millennium Management
New York
|
-$32.8K |
| 4 |
VF
Virtu Financial
New York
|
-$32K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| $317 | +$7 | +9 | +3% |
|
27
Barclays
London,
United Kingdom
| $1 | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$35.1K | -73,092 | Closed |
|
|
VF
29
Virtu Financial
New York
| – | -$32K | -67,265 | Closed |
|
|
SG
30
StoneX Group
New York
| – | -$7.2K | -15,000 | Closed |
|
31
BNP Paribas Financial Markets
Paris,
France
| – | -$106 | -220 | Closed |
|
32
Bank of America
Charlotte,
North Carolina
| – | -$50 | -106 | Closed |
|
33
JP Morgan Chase
New York
| – | -$31 | -42 | -16% |
|
MLSS Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Milestone Scientific (MLSS) for Q1 2023, worth a combined $3.83M — up 66% from $2.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MLSS and 0 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $2.85K. The largest seller was Bard Financial Services, cutting an estimated $60.2K.
- 28 institutional investors held Milestone Scientific (MLSS) as of Q1 2023, down from 34 in Q4 2022.
- Funds reported $3.83M of Milestone Scientific stock for Q1 2023, up 66% quarter-over-quarter.
- 0 funds opened new Milestone Scientific positions in Q1 2023 and 5 closed out, a net change of -5 holders.
- The largest Milestone Scientific buyer in Q1 2023 was Morgan Stanley, an estimated $2.85K added.
- The largest Milestone Scientific seller in Q1 2023 was Bard Financial Services, an estimated $60.2K sold.
Based on aggregated 13F filings for Q1 2023.