Matrix Service
MTRX
158 hedge funds and large institutions have $483M invested in Matrix Service in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.
285% more call options, than puts
Call options by funds: $785K | Put options by funds: $204K
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
45% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 49
27% more capital invested
Capital invested by funds: $380M → $483M (+$103M)
7% more funds holding
Funds holding: 148 → 158 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Foresters Investment Management
New York
|
+$6.74M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$3.15M |
| 3 |
CCI
Columbus Circle Investors
|
+$3.09M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.18M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
-$8.25M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$6.94M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$2.4M |
| 4 |
PGIM
Pacific Global Investment Management
Glendale,
California
|
-$2M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.84M |
MTRX Hedge Fund Activity: Q3 2013 in Review
158 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q3 2013, worth a combined $483M — up 27% from $380M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MTRX positions and 12 closed out — a net gain of 11 holders — while 71 added to existing stakes and 49 trimmed.
The largest buyer was Foresters Investment Management, opening a new position worth an estimated $6.74M. The largest seller was CI Global Investments, exiting entirely with an estimated $8.25M sold.
- 158 institutional investors held Matrix Service (MTRX) as of Q3 2013, up from 148 in Q2 2013.
- Funds reported $483M of Matrix Service stock for Q3 2013, up 27% quarter-over-quarter.
- 23 funds opened new Matrix Service positions in Q3 2013 and 12 closed out, a net change of +11 holders.
- The largest Matrix Service buyer in Q3 2013 was Foresters Investment Management, an estimated $6.74M added.
- The largest Matrix Service seller in Q3 2013 was CI Global Investments, an estimated $8.25M sold.
Based on aggregated 13F filings for Q3 2013.