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Mettler-Toledo International
MTD

683 hedge funds and large institutions have $25.5B invested in Mettler-Toledo International in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 231 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $21.8B → $25.5B (+$3.69B)

12% more funds holding

Funds holding: 611 → 683 (+72)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.71% less ownership

Funds ownership: 94.11% → 93.4% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 237

78% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $65.9M

Holders
683
Holders Change
+72
Holders Change %
+11.78%
% of All Funds
12.09%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
114
Increased
231
Reduced
237
Closed
34
Calls
$14.7M
Puts
$65.9M
Net Calls
-$51.2M
Net Calls Change
-$20.7M

Top Buyers

1
Invesco
Invesco
Georgia
+$184M
2
EAM
Eagle Asset Management
Florida
+$55.9M
3
WCM Investment Management
WCM Investment Management
California
+$51.7M
4
CTA
Carillon Tower Advisers
Florida
+$45.9M
5
BlackRock
BlackRock
New York
+$45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$269M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$244M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$59.9M
5
WRF
Waddell & Reed Financial
Kansas
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
551
Beaumont Financial Advisors
Massachusetts
$230K +$222K +202 New
EWA
552
Encompass Wealth Advisors
Oregon
$228K +$219K +200 New
GJIC
553
Gamble Jones Investment Counsel
California
$228K +$219K +200 New
MCM
554
Murphy Capital Management
New Jersey
$227K +$219K +200 New
HFM
555
Harvest Fund Management
China
$226K +$68K +62 +45%
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$224K +$216K +197 New
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K +$214K +195 New
Cambridge Investment Research Advisors
558
Cambridge Investment Research Advisors
Iowa
$220K +$212K +193 New
AIM
559
Anchor Investment Management
South Carolina
$217K -$82.2K -75 -28%
MGWM
560
Marks Group Wealth Management
Minnesota
$214K +$206K +188 New
PI
561
Putnam Investments
Massachusetts
$213K -$132K -120 -39%
YWP
562
YorkBridge Wealth Partners
New York
$212K +$204K +186 New
KP
563
Keel Point
Alabama
$209K +$201K +183 New
GC
564
Gilbert & Cook
Iowa
$209K +$202K +184 New
W
565
WealthStone
Ohio
$206K +$198K +181 New
CCA
566
Catalyst Capital Advisors
New York
$205K +$197K +180 New
TMAM
567
Tokio Marine Asset Management
Japan
$205K +$197K +180 New
SCM
568
Southport Capital Management
Tennessee
$201K +$193K +176 New
CFB
569
Cullen/Frost Bankers
Texas
$198K – – –
BG
570
Bollard Group
Massachusetts
$195K – – –
SFS
571
Sowell Financial Services
Arkansas
$176K +$15.4K +14 +10%
GC
572
Garde Capital
Washington
$170K +$164K +150 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
573
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$160K +$66.9K +61 +77%
QCG
574
Quadrant Capital Group
Ohio
$147K +$3.29K +3 +2%
PWM
575
Perigon Wealth Management
California
$139K +$134K +122 New
21 22
23
24 25

MTD Hedge Fund Activity: Q4 2020 in Review

683 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2020, worth a combined $25.5B — up 17% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MTD positions and 34 closed out — a net gain of 80 holders — while 231 added to existing stakes and 237 trimmed.

The largest buyer was Invesco, adding an estimated $184M. The largest seller was Wellington Management Group, cutting an estimated $283M.

  • 683 institutional investors held Mettler-Toledo International (MTD) as of Q4 2020, up from 611 in Q3 2020.
  • Funds reported $25.5B of Mettler-Toledo International stock for Q4 2020, up 17% quarter-over-quarter.
  • 114 funds opened new Mettler-Toledo International positions in Q4 2020 and 34 closed out, a net change of +80 holders.
  • The largest Mettler-Toledo International buyer in Q4 2020 was Invesco, an estimated $184M added.
  • The largest Mettler-Toledo International seller in Q4 2020 was Wellington Management Group, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2020.