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Monolithic Power Systems

651 hedge funds and large institutions have $25.2B invested in Monolithic Power Systems in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $207M | Put options by funds: $146M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

8% more capital invested

Capital invested by funds: $23.3B → $25.2B (+$1.92B)

7% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 256

1.48% less ownership

Funds ownership: 99.86%98.38% (-1.5%)

2% less funds holding

Funds holding: 667651 (-16)

15% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 88

Holders
651
Holders Change
-16
Holders Change %
-2.4%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
75
Increased
237
Reduced
256
Closed
88
Calls
$207M
Puts
$146M
Net Calls
+$60.5M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
601
Morgan Dempsey Capital Management
Wisconsin
$10.3K
QL
602
Quarry LP
New York
$9.72K -$16.2K -34 -65%
TAM
603
Tucker Asset Management
Colorado
$9.72K
CA
604
Centerpoint Advisors
Massachusetts
$9K
BWL
605
Bogart Wealth LLC
Virginia
$8.1K +$7.13K +15 New
VCM
606
Versant Capital Management
Arizona
$6.48K +$4.28K +9 +300%
SFCL
607
Strengthening Families & Communities LLC
Massachusetts
$6K
GKIM
608
GW&K Investment Management
Massachusetts
$6K +$4.28K +9 +300%
TSWM
609
Tyler-Stone Wealth Management
Ohio
$6K +$5.23K +11 New
HIA
610
Harbor Investment Advisory
Maryland
$5.94K
DCM
611
Davidson Capital Management
Texas
$5.4K
FMP
612
Financial Management Professionals
Texas
$5K
BG
613
Bollard Group
Massachusetts
$5K +$4.75K +10 New
FDCC
614
Foster Dykema Cabot & Co
Massachusetts
$5K +$4.75K +10 New
NSG
615
Nalls Sherbakoff Group
Tennessee
$4.9K
JFA
616
JNBA Financial Advisors
Minnesota
$4.86K +$3.33K +7 +350%
AF
617
Advisornet Financial
Minnesota
$4.86K -$475 -1 -10%
AIM
618
Anchor Investment Management
South Carolina
$4.86K
LCM
619
Logan Capital Management
Pennsylvania
$4.86K
JWA
620
JFS Wealth Advisors
Pennsylvania
$4.32K -$475 -1 -11%
KFS
621
Kelly Financial Services
Massachusetts
$3.78K +$3.33K +7 New
PO
622
Private Ocean
California
$3.28K
AWM
623
Abound Wealth Management
Tennessee
$3.24K +$475 +1 +20%
PWMG
624
Prestige Wealth Management Group
New Jersey
$2.71K
BCMLT
625
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K +$2.38K +5 New

MPWR Hedge Fund Activity: Q2 2023 in Review

651 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monolithic Power Systems (MPWR) for Q2 2023, worth a combined $25.2B — up 8.2% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of MPWR and 75 opened new positions — a net loss of 13 holders — while 256 trimmed existing stakes and 237 added.

The largest buyer was Fidelity Investments, adding an estimated $426M. The largest seller was T. Rowe Price Associates, cutting an estimated $434M.

  • 651 institutional investors held Monolithic Power Systems (MPWR) as of Q2 2023, down from 667 in Q1 2023.
  • Funds reported $25.2B of Monolithic Power Systems stock for Q2 2023, up 8.2% quarter-over-quarter.
  • 75 funds opened new Monolithic Power Systems positions in Q2 2023 and 88 closed out, a net change of -13 holders.
  • The largest Monolithic Power Systems buyer in Q2 2023 was Fidelity Investments, an estimated $426M added.
  • The largest Monolithic Power Systems seller in Q2 2023 was T. Rowe Price Associates, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2023.