Match Group
MTCH
165 hedge funds and large institutions have $865M invested in Match Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
56% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 43
11% more funds holding
Funds holding: 149 → 165 (+16)
10% more capital invested
Capital invested by funds: $785M → $865M (+$80.1M)
1.09% less ownership
Funds ownership: 103.87% → 102.78% (-1.1%)
39% less call options, than puts
Call options by funds: $7.29M | Put options by funds: $11.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$42.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.7M |
| 3 |
MCL
MIK Capital LLC
New York
|
+$24.3M |
| 4 |
BAWC
Black-and-white Capital
Los Angeles,
California
|
+$13.9M |
| 5 |
First Manhattan
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$35M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.3M |
| 3 |
FAM
Fred Alger Management
New York
|
-$18.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.7M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$9.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
176
Magnetar Financial
Evanston,
Illinois
| – | -$259K | -15,878 | Closed |
|
|
O
177
OppenheimerFunds
New York
| – | -$177K | -10,813 | Closed |
|
|
BKA
178
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$7K | -400 | Closed |
|
|
PHK
179
Point72 Hong Kong
Hong Kong
| – | -$6K | -373 | Closed |
|
180
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -329 | Closed |
|
|
PSUF
181
People's United Financial
Bridgeport,
Connecticut
| – | -$2K | -100 | Closed |
|
|
SPIA
182
Steward Partners Investment Advisory
New York
| – | -$1.78K | -97 | -87% |
|
|
LWM
183
Lenox Wealth Management
Cincinnati,
Ohio
| – | +$92 | +5 | New |
|
MTCH Hedge Fund Activity: Q2 2017 in Review
165 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Match Group (MTCH) for Q2 2017, worth a combined $865M — up 10% from $785M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MTCH positions and 19 closed out — a net gain of 16 holders — while 67 added to existing stakes and 43 trimmed.
The largest buyer was Light Street Capital Management, opening a new position worth an estimated $42.2M. The largest seller was Point72 Asset Management, cutting an estimated $35M.
- 165 institutional investors held Match Group (MTCH) as of Q2 2017, up from 149 in Q1 2017.
- Funds reported $865M of Match Group stock for Q2 2017, up 10% quarter-over-quarter.
- 35 funds opened new Match Group positions in Q2 2017 and 19 closed out, a net change of +16 holders.
- The largest Match Group buyer in Q2 2017 was Light Street Capital Management, an estimated $42.2M added.
- The largest Match Group seller in Q2 2017 was Point72 Asset Management, an estimated $35M sold.
Based on aggregated 13F filings for Q2 2017.