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Mettler-Toledo International

739 hedge funds and large institutions have $29.8B invested in Mettler-Toledo International in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 270 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 50

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

32% more capital invested

Capital invested by funds: $22.5B → $29.8B (+$7.3B)

11% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $42.6M

4% more funds holding

Funds holding: 709739 (+30)

0.43% more ownership

Funds ownership: 92.7%93.12% (+0.43%)

12% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 270

Holders
739
Holders Change
+30
Holders Change %
+4.23%
% of All Funds
11.88%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
97
Increased
238
Reduced
270
Closed
50
Calls
$47.2M
Puts
$42.6M
Net Calls
+$4.62M
Net Calls Change
+$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Summit Financial Strategies
Ohio
$687K
LNC
452
Lincoln National Corp
Pennsylvania
$687K +$107K +80 +20%
SP
453
Symmetry Partners
Connecticut
$682K
QT
454
Quantamental Technologies
New York
$676K +$124K +93 +25%
MOS
455
MGO One Seven
Ohio
$674K -$38.8K -29 -6%
BP
456
Ballentine Partners
Massachusetts
$672K +$24.1K +18 +4%
DWM
457
Defined Wealth Management
Oregon
$669K
APA
458
Astoria Portfolio Advisors
New York
$657K -$9.37K -7 -2%
BFA
459
BMS Financial Advisors
South Dakota
$656K +$14.7K +11 +2%
LTAS
460
Linden Thomas Advisory Services
North Carolina
$652K +$604K +451 New
IWC
461
Integrated Wealth Concepts
Massachusetts
$645K +$76.3K +57 +15%
HL
462
HeadInvest LLC
Maine
$636K
ORI
463
Oak Ridge Investments
Illinois
$635K +$588K +439 New
Mercer Global Advisors
464
Mercer Global Advisors
Colorado
$632K +$175K +131 +43%
EHWM
465
Eads & Heald Wealth Management
Georgia
$624K +$65.6K +49 +13%
AFA
466
Abacus FCF Advisors
Florida
$614K -$380K -284 -40%
KFP
467
KB Financial Partners
New Jersey
$611K
AWM
468
Axxcess Wealth Management
California
$610K +$565K +422 New
MAS
469
Meeder Advisory Services
Ohio
$604K +$560K +418 New
CCM
470
Coldstream Capital Management
Washington
$596K +$551K +412 New
NP
471
NorthRock Partners
Minnesota
$580K +$21.4K +16 +4%
OLA
472
Oliver Luxxe Assets
New Jersey
$578K
DWM
473
Dakota Wealth Management
Florida
$575K +$6.69K +5 +1%
NIM
474
Northeast Investment Management
Massachusetts
$575K
TRCT
475
Tower Research Capital (TRC)
New York
$574K -$1.97M -1,471 -79%

MTD Hedge Fund Activity: Q4 2022 in Review

739 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2022, worth a combined $29.8B — up 32% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MTD positions and 50 closed out — a net gain of 47 holders — while 238 added to existing stakes and 270 trimmed.

The largest buyer was Invesco, adding an estimated $131M. The largest seller was Baillie Gifford & Co, cutting an estimated $75.8M.

  • 739 institutional investors held Mettler-Toledo International (MTD) as of Q4 2022, up from 709 in Q3 2022.
  • Funds reported $29.8B of Mettler-Toledo International stock for Q4 2022, up 32% quarter-over-quarter.
  • 97 funds opened new Mettler-Toledo International positions in Q4 2022 and 50 closed out, a net change of +47 holders.
  • The largest Mettler-Toledo International buyer in Q4 2022 was Invesco, an estimated $131M added.
  • The largest Mettler-Toledo International seller in Q4 2022 was Baillie Gifford & Co, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2022.