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Monolithic Power Systems

288 hedge funds and large institutions have $3.53B invested in Monolithic Power Systems in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $3.22B → $3.53B (+$309M)

9% more funds holding

Funds holding: 264288 (+24)

4% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 107

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.5% less ownership

Funds ownership: 96.55%93.05% (-3.5%)

64% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $7.32M

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
111
Reduced
107
Closed
18
Calls
$2.6M
Puts
$7.32M
Net Calls
-$4.72M
Net Calls Change
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$386M +$369M +4,170,068 +25,141%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$304M -$10.4M -117,297 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$279M +$13.7M +155,052 +5%
Wells Fargo
4
Wells Fargo
California
$122M -$2.9M -32,731 -2%
State Street
5
State Street
Massachusetts
$121M +$4.68M +52,796 +4%
Invesco
6
Invesco
Georgia
$112M +$3.06M +34,493 +3%
EARNEST Partners
7
EARNEST Partners
Georgia
$89.6M -$1.27M -14,299 -1%
WA
8
Wasatch Advisors
Utah
$89.4M -$25.2M -284,458 -23%
ClearBridge Investments
9
ClearBridge Investments
New York
$75.4M +$978K +11,034 +1%
Victory Capital Management
10
Victory Capital Management
Texas
$74.6M -$5.59M -63,055 -7%
CAM
11
Congress Asset Management
Massachusetts
$66.2M +$6.55M +73,974 +11%
ZCI
12
Zevenbergen Capital Investments
Washington
$62.8M +$6.15M +69,400 +11%
Northern Trust
13
Northern Trust
Illinois
$58.7M +$494K +5,578 +0.9%
FCM
14
Frontier Capital Management
Massachusetts
$53.9M -$2.16M -24,392 -4%
O
15
OppenheimerFunds
New York
$48.8M +$2.2M +24,794 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$45.6M -$12.6M -142,443 -22%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$44.3M +$1.34M +15,152 +3%
CWAM
18
Columbia Wanger Asset Management
Illinois
$42M +$481K +5,430 +1%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$41.7M -$4.03M -45,538 -9%
Bank of America
20
Bank of America
North Carolina
$39.9M +$5.53M +62,423 +17%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$38.3M -$582K -6,573 -2%
WRF
22
Waddell & Reed Financial
Kansas
$37.6M -$1.35M -15,270 -4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$35.3M -$7.53M -84,945 -18%
JP Morgan Chase
24
JP Morgan Chase
New York
$34.5M -$14.9M -168,358 -31%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$34.4M +$17.3M +195,666 +110%

MPWR Hedge Fund Activity: Q1 2017 in Review

288 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Monolithic Power Systems (MPWR) for Q1 2017, worth a combined $3.53B — up 9.6% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPWR positions and 18 closed out — a net gain of 31 holders — while 111 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $369M. The largest seller was Adage Capital Partners, cutting an estimated $48.2M.

  • 288 institutional investors held Monolithic Power Systems (MPWR) as of Q1 2017, up from 264 in Q4 2016.
  • Funds reported $3.53B of Monolithic Power Systems stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 49 funds opened new Monolithic Power Systems positions in Q1 2017 and 18 closed out, a net change of +31 holders.
  • The largest Monolithic Power Systems buyer in Q1 2017 was BlackRock, an estimated $369M added.
  • The largest Monolithic Power Systems seller in Q1 2017 was Adage Capital Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2017.