Match Group
MTCH
353 hedge funds and large institutions have $6.14B invested in Match Group in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 91 increasing their positions, 122 reducing their positions, and 65 closing their positions.
45% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 65
23% more capital invested
Capital invested by funds: $5B → $6.14B (+$1.14B)
7.61% more ownership
Funds ownership: 98.43% → 106.04% (+7.6%)
7% more funds holding
Funds holding: 329 → 353 (+24)
4% less call options, than puts
Call options by funds: $298M | Put options by funds: $309M
25% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 122
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$365M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$221M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$195M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$52.4M |
| 5 |
SC
Samlyn Capital
New York
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
-$129M |
| 2 |
Renaissance Technologies
New York
|
-$80.5M |
| 3 |
D.E. Shaw & Co
New York
|
-$67.3M |
| 4 |
JP Morgan Chase
New York
|
-$56.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRC
401
Pearl River Capital
Niles,
Michigan
| – | -$64K | -891 | Closed |
|
|
AA
402
Advisory Alpha
Holland,
Michigan
| – | -$33.9K | -446 | Closed |
|
|
PI
403
PineBridge Investments
New York
| – | -$21K | -300 | Closed |
|
|
FIA
404
FNY Investment Advisers
New York
| – | -$20K | -289 | Closed |
|
405
Parallax Volatility Advisers
San Francisco,
California
| – | -$20.8K | -286 | -98% |
|
|
TC
406
Truvestments Capital
Sarasota,
Florida
| – | -$15K | -215 | Closed |
|
|
CIAS
407
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$14K | -200 | Closed |
|
|
CFGS
408
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$14.5K | -200 | Closed |
|
409
Simplex Trading
Chicago,
Illinois
| – | -$14.5K | -200 | Closed |
|
|
BCWM
410
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$1.79K | -25 | Closed |
|
|
GAM
411
Gemmer Asset Management
Walnut Creek,
California
| – | +$145 | +2 | +100% |
|
|
BWM
412
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$364 | +5 | New |
|
|
VCM
413
Versant Capital Management
Phoenix,
Arizona
| – | +$727 | +10 | New |
|
MTCH Hedge Fund Activity: Q4 2019 in Review
353 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Match Group (MTCH) for Q4 2019, worth a combined $6.14B — up 23% from $5B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MTCH positions and 65 closed out — a net gain of 29 holders — while 91 added to existing stakes and 122 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Aristeia Capital, cutting an estimated $129M.
- 353 institutional investors held Match Group (MTCH) as of Q4 2019, up from 329 in Q3 2019.
- Funds reported $6.14B of Match Group stock for Q4 2019, up 23% quarter-over-quarter.
- 94 funds opened new Match Group positions in Q4 2019 and 65 closed out, a net change of +29 holders.
- The largest Match Group buyer in Q4 2019 was T. Rowe Price Associates, an estimated $365M added.
- The largest Match Group seller in Q4 2019 was Aristeia Capital, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2019.