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MTLS

Materialise

19 hedge funds and large institutions have $28.6M invested in Materialise in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $31.5M → $28.6M (-$2.97M)

17% less funds holding

Funds holding: 2319 (-4)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$12.3M +$1.77M +222,646 +15%
DGI
2
Disciplined Growth Investors
Minnesota
$5.09M -$33K -4,150 -0.6%
UBS Group
3
UBS Group
Switzerland
$2.23M -$922K -115,974 -27%
KCM
4
Kornitzer Capital Management
Kansas
$1.57M -$945K -118,800 -35%
WSA
5
Wall Street Associates
California
$1.25M -$256K -32,239 -15%
PC
6
Polar Capital
United Kingdom
$1.2M +$21.5K +2,700 +2%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$1.06M
KJHP
8
K.J. Harrison & Partners
Ontario, Canada
$953K
CS
9
Credit Suisse
Switzerland
$736K +$414K +52,128 +100%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$683K
KFA
11
Kelleher Financial Advisors
New York
$599K -$152K -19,100 -18%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$472K
PAG
13
Private Advisor Group
New Jersey
$201K +$226K +28,472 New
Goldman Sachs
14
Goldman Sachs
New York
$137K
Wells Fargo
15
Wells Fargo
California
$44K -$15.9K -2,000 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16K -$2.38K -300 -12%
VNA
17
Valley National Advisers
Pennsylvania
$10K
VIA
18
Vantage Investment Advisors
Pennsylvania
$2K
Citigroup
19
Citigroup
New York
$1K +$262 +33 +55%
Neuberger Berman Group
20
Neuberger Berman Group
New York
-$212K -27,549 Closed
AAP
21
Ardsley Advisory Partners
Connecticut
-$154K -20,000 Closed
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
-$149K -19,383 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$24.2K -3,043 Closed
RIA
24
Regal Investment Advisors
Michigan
-$5K -740 Closed

MTLS Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Materialise (MTLS) for Q4 2015, worth a combined $28.6M — down 9.4% from $31.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MTLS and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $1.77M. The largest seller was Kornitzer Capital Management, cutting an estimated $945K.

  • 19 institutional investors held Materialise (MTLS) as of Q4 2015, down from 23 in Q3 2015.
  • Funds reported $28.6M of Materialise stock for Q4 2015, down 9.4% quarter-over-quarter.
  • 1 fund opened new Materialise positions in Q4 2015 and 5 closed out, a net change of -4 holders.
  • The largest Materialise buyer in Q4 2015 was Lord, Abbett & Co, an estimated $1.77M added.
  • The largest Materialise seller in Q4 2015 was Kornitzer Capital Management, an estimated $945K sold.

Based on aggregated 13F filings for Q4 2015.