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Mettler-Toledo International

762 hedge funds and large institutions have $25B invested in Mettler-Toledo International in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 219 increasing their positions, 321 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $10.1M

50% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $22.8B → $25B (+$2.2B)

4% more funds holding

Funds holding: 733762 (+29)

1.13% more ownership

Funds ownership: 94.09%95.22% (+1.1%)

32% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 321

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
762
Holders Change
+29
Holders Change %
+3.96%
% of All Funds
11.11%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
117
Increased
219
Reduced
321
Closed
78
Calls
$25.5M
Puts
$10.1M
Net Calls
+$15.4M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$223M +$199M +183,819 New
CIP
27
Champlain Investment Partners
Vermont
$200M +$27.6M +25,530 +18%
CC
28
Capital Counsel
New York
$189M -$243K -225 -0.1%
Charles Schwab
29
Charles Schwab
California
$175M +$13.2M +12,249 +9%
Invesco
30
Invesco
Georgia
$173M +$8.05M +7,448 +6%
Marshall Wace
31
Marshall Wace
United Kingdom
$160M +$142M +131,462 +43,821%
UBS AM
32
UBS AM
Illinois
$158M -$3.42M -3,166 -2%
American Century Companies
33
American Century Companies
Missouri
$155M -$19.4M -17,985 -12%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$152M -$144M -133,102 -51%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$150M +$2.19M +2,024 +2%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$146M +$14.6M +13,495 +13%
WJWM
37
Williams Jones Wealth Management
New York
$141M -$503K -465 -0.4%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$140M +$67.2M +62,151 +116%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$138M +$24.7M +22,802 +25%
CIC
40
Chilton Investment Company
Connecticut
$132M -$4.34M -4,014 -4%
Deutsche Bank
41
Deutsche Bank
Germany
$131M +$27.9M +25,756 +31%
Two Sigma Investments
42
Two Sigma Investments
New York
$131M +$17.1M +15,767 +17%
OCBV
43
Ownership Capital B.V.
Netherlands
$126M -$28.4M -26,258 -20%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$122M +$64M +59,177 +142%
Ameriprise
45
Ameriprise
Minnesota
$121M -$35.1M -32,500 -25%
CS
46
Credit Suisse
Switzerland
$120M +$5.87M +5,428 +6%
Macquarie Group
47
Macquarie Group
Australia
$116M +$40.2M +37,173 +63%
CAM
48
Congress Asset Management
Massachusetts
$115M -$2.92M -2,700 -3%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$107M +$31.9M +29,500 +50%
MC
50
Martin Currie
United Kingdom
$104M -$5.16M -4,773 -5%

MTD Hedge Fund Activity: Q4 2023 in Review

762 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2023, worth a combined $25B — up 9.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new MTD positions and 78 closed out — a net gain of 39 holders — while 219 added to existing stakes and 321 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was WCM Investment Management, cutting an estimated $999M.

  • 762 institutional investors held Mettler-Toledo International (MTD) as of Q4 2023, up from 733 in Q3 2023.
  • Funds reported $25B of Mettler-Toledo International stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 117 funds opened new Mettler-Toledo International positions in Q4 2023 and 78 closed out, a net change of +39 holders.
  • The largest Mettler-Toledo International buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Mettler-Toledo International seller in Q4 2023 was WCM Investment Management, an estimated $999M sold.

Based on aggregated 13F filings for Q4 2023.