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Monolithic Power Systems
MPWR

340 hedge funds and large institutions have $4.91B invested in Monolithic Power Systems in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

49% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $14.1M

4.24% more ownership

Funds ownership: 95.91% → 100.16% (+4.2%)

3% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 126

3% less capital invested

Capital invested by funds: $5.08B → $4.91B (-$169M)

4% less funds holding

Funds holding: 355 → 340 (-15)

20% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 59

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
7.58%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.16%
New
47
Increased
130
Reduced
126
Closed
59
Calls
$21.1M
Puts
$14.1M
Net Calls
+$6.96M
Net Calls Change
+$20.3M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$87.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.1M
3
WA
Wasatch Advisors
Utah
+$26.4M
4
ClearBridge Investments
ClearBridge Investments
New York
+$26.1M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$23.4M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$25M
2
First Trust Advisors
First Trust Advisors
Illinois
-$23.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
EA
Emerald Advisers
Pennsylvania
-$18.6M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$19K +$12.6K +105 +175%
LC
302
Lindbrook Capital
California
$17K +$17.6K +147 New
JA
303
JOYN Advisors
Georgia
$15K +$5.74K +48 +59%
WOC
304
West Oak Capital
California
$11.6K – – –
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
GI
306
Gradient Investments
Minnesota
$9K +$8.86K +74 New
RCAG
307
Rehmann Capital Advisory Group
Michigan
$8.6K +$5.86K +49 +196%
GAM
308
Gemmer Asset Management
California
$8K +$8.5K +71 New
FHA
309
Flagship Harbor Advisors
Massachusetts
$7K -$21.7K -181 -74%
Bessemer Group
310
Bessemer Group
New Jersey
$7K – – –
SWM
311
SeaCrest Wealth Management
New York
$6K -$120 -1 -2%
GWM
312
Geneos Wealth Management
Colorado
$6K – – –
PA
313
Parallel Advisors
California
$6K – – –
CFGS
314
Concourse Financial Group Securities
Alabama
$6K +$239 +2 +3%
SMFS
315
Squar Milner Financial Services
California
$5K -$4.19K -35 -46%
FRA
316
Front Row Advisors
California
$5K – – –
RBC
317
Roble Belko & Company
Pennsylvania
$5K – – –
BCA
318
Berman Capital Advisors
Georgia
$5K +$6.94K +58 New
CWA
319
Clarus Wealth Advisors
Arizona
$4K – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$4K – – –
TCA
321
Tortoise Capital Advisors
Kansas
$4K +$1.2K +10 +43%
MSA
322
Marino Stram & Associates
Massachusetts
$4K +$4.07K +34 New
LWA
323
Lenox Wealth Advisors
New York
$3K – – –
PCG
324
Private Capital Group
Connecticut
$3K +$2.87K +24 New
BOPW
325
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.59K +30 New
11 12
13
14 15

MPWR Hedge Fund Activity: Q4 2018 in Review

340 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monolithic Power Systems (MPWR) for Q4 2018, worth a combined $4.91B — down 3.3% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of MPWR and 47 opened new positions — a net loss of 12 holders — while 126 trimmed existing stakes and 130 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $87.9M. The largest seller was Frontier Capital Management, cutting an estimated $25M.

  • 340 institutional investors held Monolithic Power Systems (MPWR) as of Q4 2018, down from 355 in Q3 2018.
  • Funds reported $4.91B of Monolithic Power Systems stock for Q4 2018, down 3.3% quarter-over-quarter.
  • 47 funds opened new Monolithic Power Systems positions in Q4 2018 and 59 closed out, a net change of -12 holders.
  • The largest Monolithic Power Systems buyer in Q4 2018 was Waddell & Reed Financial, an estimated $87.9M added.
  • The largest Monolithic Power Systems seller in Q4 2018 was Frontier Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2018.