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Marvell Technology

389 hedge funds and large institutions have $11B invested in Marvell Technology in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $87.2M | Put options by funds: $32.8M

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

13.23% more ownership

Funds ownership: 92.61%105.84% (+13%)

13% more capital invested

Capital invested by funds: $9.78B → $11B (+$1.24B)

6% more funds holding

Funds holding: 366389 (+23)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
389
Holders Change
+23
Holders Change %
+6.28%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
75
Increased
135
Reduced
128
Closed
45
Calls
$87.2M
Puts
$32.8M
Net Calls
+$54.4M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B +$270M +11,774,102 +28%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.12B +$557M +24,335,285 +85%
Vanguard Group
3
Vanguard Group
Pennsylvania
$717M +$10.3M +448,460 +1%
SV
4
Starboard Value
New York
$708M
BlackRock
5
BlackRock
New York
$500M +$1.34M +58,541 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$489M +$30.9M +1,348,598 +6%
Goldman Sachs
7
Goldman Sachs
New York
$361M +$225M +9,823,808 +133%
EIP
8
Epoch Investment Partners
New York
$291M -$27.4M -1,198,005 -8%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$260M +$283M +12,380,623 New
Boston Partners
10
Boston Partners
Massachusetts
$250M -$16.4M -718,466 -6%
Ameriprise
11
Ameriprise
Minnesota
$211M +$70.9M +3,098,657 +45%
State Street
12
State Street
Massachusetts
$191M +$4.75M +207,431 +2%
WRF
13
Waddell & Reed Financial
Kansas
$166M
UBS AM
14
UBS AM
Illinois
$163M +$23M +1,005,780 +15%
BC
15
Brahman Capital
New York
$134M +$66.9M +2,922,535 +85%
WCM
16
Wedge Capital Management
North Carolina
$133M +$3.6M +157,420 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$128M -$167M -7,314,559 -55%
CAM
18
Contour Asset Management
New York
$124M -$26.7M -1,166,557 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$116M +$82.2M +3,589,214 +183%
JCAM
20
Jericho Capital Asset Management
New York
$115M +$64.4M +2,812,835 +105%
Norges Bank
21
Norges Bank
Norway
$114M +$41.6M +1,819,234 +50%
Barclays
22
Barclays
United Kingdom
$113M +$116M +5,049,942 +1,563%
ACM
23
Argent Capital Management
Missouri
$109M -$1.42M -62,040 -1%
MWNA
24
Marshall Wace North America
New York
$107M -$29.8M -1,300,806 -20%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$107M -$5.64M -246,522 -5%

MRVL Hedge Fund Activity: Q1 2018 in Review

389 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Marvell Technology (MRVL) for Q1 2018, worth a combined $11B — up 13% from $9.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MRVL positions and 45 closed out — a net gain of 30 holders — while 135 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $557M. The largest seller was Citadel Advisors, cutting an estimated $167M.

  • 389 institutional investors held Marvell Technology (MRVL) as of Q1 2018, up from 366 in Q4 2017.
  • Funds reported $11B of Marvell Technology stock for Q1 2018, up 13% quarter-over-quarter.
  • 75 funds opened new Marvell Technology positions in Q1 2018 and 45 closed out, a net change of +30 holders.
  • The largest Marvell Technology buyer in Q1 2018 was Fidelity Investments, an estimated $557M added.
  • The largest Marvell Technology seller in Q1 2018 was Citadel Advisors, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2018.