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Matrix Service

167 hedge funds and large institutions have $516M invested in Matrix Service in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

5% less funds holding

Funds holding: 175167 (-8)

7% less capital invested

Capital invested by funds: $552M → $516M (-$36.4M)

23% less call options, than puts

Call options by funds: $157K | Put options by funds: $205K

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
63
Reduced
65
Closed
26
Calls
$157K
Puts
$205K
Net Calls
-$48K
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
ETrade Capital Management
Virginia
$1.82M -$212K -9,452 -10%
RFC
52
Russell Frank Company
Washington
$1.81M -$760K -33,868 -28%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.75M -$15.7K -700 -0.8%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.49M +$1.18M +52,594 +262%
Morgan Stanley
55
Morgan Stanley
New York
$1.43M +$332K +14,818 +27%
Allianz Asset Management
56
Allianz Asset Management
Germany
$1.4M -$187K -8,350 -11%
Deutsche Bank
57
Deutsche Bank
Germany
$1.31M -$872K -38,879 -38%
AI
58
Analytic Investors
California
$1.27M -$54.2K -2,415 -4%
WA
59
Whitebox Advisors
Minnesota
$1.27M +$1.39M +61,797 New
MOACM
60
Mutual of America Capital Management
New York
$1.25M +$109K +4,871 +9%
PPA
61
Parametric Portfolio Associates
Washington
$1.25M -$144K -6,405 -10%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.21M -$540K -24,059 -29%
GCP
63
GSA Capital Partners
United Kingdom
$1.16M +$9.46K +422 +0.8%
GT
64
Glenmede Trust
Pennsylvania
$1.08M +$1.18M +52,563 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.05M -$142K -6,336 -11%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$19.6K +875 +2%
Goldman Sachs
67
Goldman Sachs
New York
$935K -$63.2K -2,820 -6%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$919K +$42.6K +1,900 +4%
CONA
69
Capital One National Association
New York
$844K -$9.17K -409 -1%
SIM
70
Spark Investment Management
New York
$835K +$913K +40,700 New
ZIM
71
Zacks Investment Management
Illinois
$833K +$910K +40,572 New
BG
72
BlackRock Group
United Kingdom
$821K +$269K +11,995 +43%
SB
73
Suntrust Banks
Georgia
$800K -$235K -10,482 -21%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$798K -$97.7K -4,356 -10%
Swiss National Bank
75
Swiss National Bank
Switzerland
$793K

MTRX Hedge Fund Activity: Q4 2015 in Review

167 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2015, worth a combined $516M — down 6.6% from $552M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MTRX and 19 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 63 added.

The largest buyer was LSV Asset Management, adding an estimated $17.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.56M sold.

  • 167 institutional investors held Matrix Service (MTRX) as of Q4 2015, down from 175 in Q3 2015.
  • Funds reported $516M of Matrix Service stock for Q4 2015, down 6.6% quarter-over-quarter.
  • 19 funds opened new Matrix Service positions in Q4 2015 and 26 closed out, a net change of -7 holders.
  • The largest Matrix Service buyer in Q4 2015 was LSV Asset Management, an estimated $17.8M added.
  • The largest Matrix Service seller in Q4 2015 was Citadel Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2015.