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Monolithic Power Systems

653 hedge funds and large institutions have $21.2B invested in Monolithic Power Systems in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 240 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 240

8% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 65

0% more funds holding

Funds holding: 651653 (+2)

2% less call options, than puts

Call options by funds: $307M | Put options by funds: $313M

2.13% less ownership

Funds ownership: 98.38%96.25% (-2.1%)

16% less capital invested

Capital invested by funds: $25.2B → $21.2B (-$3.94B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
653
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.36%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
70
Increased
265
Reduced
240
Closed
65
Calls
$307M
Puts
$313M
Net Calls
-$5.82M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$302K +$2.56K +5 +0.8%
YMRC
477
Yorktown Management & Research Company
Virginia
$300K -$332K -650 -50%
WAG
478
Wallace Advisory Group
California
$294K +$5.63K +11 +2%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$292K +$59.8K +117 +23%
SAM
480
Shell Asset Management
Netherlands
$287K -$5.12K -10 -2%
WWP
481
WR Wealth Planners
Missouri
$287K +$31.2K +61 +11%
MA
482
MJP Associates
Connecticut
$287K +$60.4K +118 +23%
I
483
InceptionR
California
$285K +$316K +617 New
NW
484
NewEdge Wealth
Pennsylvania
$284K +$57.3K +112 +22%
JF
485
Jump Financial
Illinois
$283K +$314K +613 New
LNC
486
Lincoln National Corp
Pennsylvania
$283K -$4.6K -9 -1%
ECM
487
Evergreen Capital Management
Washington
$282K -$19.4K -38 -6%
WA
488
WP Advisors
California
$278K +$512 +1 +0.2%
CNBT
489
Canandaigua National Bank & Trust
New York
$277K -$3.58K -7 -1%
BFM
490
Boothbay Fund Management
New York
$277K +$307K +600 New
WPW
491
Waldron Private Wealth
Pennsylvania
$274K +$1.53K +3 +0.5%
VAS
492
Vestmark Advisory Solutions
Massachusetts
$273K -$278K -543 -48%
BBA
493
Braun-Bostich & Associates
Pennsylvania
$273K +$302K +591 New
VFA
494
Valeo Financial Advisors
Indiana
$271K +$21.5K +42 +8%
ETC
495
Exchange Traded Concepts
Oklahoma
$267K -$28.1K -55 -9%
TW
496
TrinityPoint Wealth
Connecticut
$262K
NA
497
Navellier & Associates
Nevada
$261K
LWAM
498
Legacy Wealth Asset Management
Minnesota
$259K -$17.4K -34 -6%
WPC
499
Wedmont Private Capital
Pennsylvania
$257K +$5.63K +11 +2%
IFG
500
Independent Financial Group
California
$249K -$35.3K -69 -11%

MPWR Hedge Fund Activity: Q3 2023 in Review

653 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monolithic Power Systems (MPWR) for Q3 2023, worth a combined $21.2B — down 16% from $25.2B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MPWR positions and 65 closed out — a net gain of 5 holders — while 265 added to existing stakes and 240 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $475M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 653 institutional investors held Monolithic Power Systems (MPWR) as of Q3 2023, up from 651 in Q2 2023.
  • Funds reported $21.2B of Monolithic Power Systems stock for Q3 2023, down 16% quarter-over-quarter.
  • 70 funds opened new Monolithic Power Systems positions in Q3 2023 and 65 closed out, a net change of +5 holders.
  • The largest Monolithic Power Systems buyer in Q3 2023 was Fidelity Investments, an estimated $475M added.
  • The largest Monolithic Power Systems seller in Q3 2023 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2023.