Match Group
MTCH
788 hedge funds and large institutions have $36B invested in Match Group in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 296 increasing their positions, 237 reducing their positions, and 98 closing their positions.
38% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 98
25% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 237
4% more funds holding
Funds holding: 761 → 788 (+27)
2.46% less ownership
Funds ownership: 99.53% → 97.07% (-2.5%)
16% less capital invested
Capital invested by funds: $43B → $36B (-$7.05B)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
30% less call options, than puts
Call options by funds: $916M | Put options by funds: $1.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$318M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$233M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
+$214M |
| 4 |
SEP
Soma Equity Partners
San Francisco,
California
|
+$188M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$678M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$417M |
| 3 |
Jennison Associates
New York
|
-$226M |
| 4 |
JP Morgan Chase
New York
|
-$213M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$137M |
MTCH Hedge Fund Activity: Q4 2021 in Review
788 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Match Group (MTCH) for Q4 2021, worth a combined $36B — down 16% from $43B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MTCH positions and 98 closed out — a net gain of 37 holders — while 296 added to existing stakes and 237 trimmed.
The largest buyer was Sustainable Growth Advisers, adding an estimated $318M. The largest seller was Fidelity Investments, cutting an estimated $678M.
- 788 institutional investors held Match Group (MTCH) as of Q4 2021, up from 761 in Q3 2021.
- Funds reported $36B of Match Group stock for Q4 2021, down 16% quarter-over-quarter.
- 135 funds opened new Match Group positions in Q4 2021 and 98 closed out, a net change of +37 holders.
- The largest Match Group buyer in Q4 2021 was Sustainable Growth Advisers, an estimated $318M added.
- The largest Match Group seller in Q4 2021 was Fidelity Investments, an estimated $678M sold.
Based on aggregated 13F filings for Q4 2021.