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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
NIMI
576
Natixis Investment Managers International
France
$136K +$132K +120 New
MAM
577
Meeder Asset Management
Ohio
$133K -$354K -323 -73%
NR
578
Newfound Research
Massachusetts
$131K +$88.8K +81 +238%
SSB
579
Sandy Spring Bank
Maryland
$129K – – –
IA
580
IFP Advisors
Florida
$128K +$2.19K +2 +2%
SFO
581
Standard Family Office
South Dakota
$123K +$118K +108 New
TFM
582
TFC Financial Management
Massachusetts
$121K – – –
ETC
583
Exchange Traded Concepts
Oklahoma
$115K -$16.4K -15 -13%
FWM
584
Focused Wealth Management
New York
$108K +$104K +95 New
EI
585
Ellevest Inc
New York
$105K +$62.5K +57 +163%
CWP
586
Concord Wealth Partners
Virginia
$105K +$101K +92 New
MAM
587
Marquette Asset Management
Minnesota
$96K – – –
ST
588
Smithfield Trust
Pennsylvania
$96K +$4.39K +4 +5%
RWA
589
Ropes Wealth Advisors
Massachusetts
$95K +$5.48K +5 +6%
GAM
590
Gemmer Asset Management
California
$93K – – –
RWB
591
RMR Wealth Builders
New Jersey
$84K +$81.1K +74 New
AAP
592
Arax Advisory Partners
Colorado
$80K +$1.1K +1 +1%
FHC
593
First Horizon Corporation
Tennessee
$74K -$2.19K -2 -3%
JCM
594
Jacobi Capital Management
Pennsylvania
$72K +$3.29K +3 +5%
HNB
595
Huntington National Bank
Ohio
$71K -$25.2K -23 -27%
CI
596
CX Institutional
Indiana
$66K – – –
IAIM
597
International Assets Investment Management
Florida
$65K +$62.5K +57 New
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$64K +$1.1K +1 +2%
BCA
599
Berman Capital Advisors
Georgia
$56K – – –
DWA
600
Dougherty Wealth Advisers
Minnesota
$56K – – –
22 23
24
25 26

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.