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Matrix Service
MTRX

Overview Fund Activity

173 hedge funds and large institutions have $548M invested in Matrix Service in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+8
Holders Change %
+4.85%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
55
Reduced
61
Closed
21
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$233K

Top Buyers

1
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8M
2
BFA
BlackRock Fund Advisors
California
$51.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$41.9M
4
LSV Asset Management
LSV Asset Management
Illinois
$41.1M
5
GC
Guggenheim Capital
Illinois
$3.16M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$6.92M
2
RA
Royce & Associates
New York
$45.6M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.59M
5
ICOM
Investment Counselors of Maryland
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
151
Riverhead Capital Management
Delaware
$34K – – –
GHCM
152
Glen Harbor Capital Management
California
$31K +$31K +1,342 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$23K -$553 -24 -2%
JCM
154
Jacobi Capital Management
Pennsylvania
$23K – – –
VCM
155
Versant Capital Management
Arizona
$23K – – –
NA
156
Neuburgh Advisers
California
$22K +$22K +976 New
IA
157
IFP Advisors
Florida
$21K -$580 -26 -3%
LIA
158
LS Investment Advisors
Michigan
$21K – – –
MA
159
MUFG Americas
New York
$20K +$5.05K +222 +34%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$19K – – –
FHA
161
First Horizon Advisors
Tennessee
$13K – – –
Creative Planning
162
Creative Planning
Kansas
$9K -$450 -20 -5%
YWP
163
YorkBridge Wealth Partners
New York
$9K +$9K +461 New
SWA
164
Sutton Wealth Advisors
Florida
$7.26K – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$6K -$2.03K -84 -25%
EF
166
Empirical Finance
Pennsylvania
$4K +$4K +172 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +186 New
MFW
168
Mosaic Family Wealth
Missouri
$3K – – –
QCG
169
Quadrant Capital Group
Ohio
$2K +$897 +65 +81%
BTIS
170
BB&T Investment Services
North Carolina
$2K +$2K +120 New
RBA
171
Richard Bernstein Advisors
New York
$1K – – –
TSW
172
Thompson Siegel & Walmsley
Virginia
$1K +$1K +35 New
Citadel Advisors
173
Citadel Advisors
Florida
– -$5.15M -274,530 Closed
ICOM
174
Investment Counselors of Maryland
Maryland
– -$3.34M -177,948 Closed
DIA
175
Dean Investment Associates
Ohio
– -$1.32M -70,260 Closed
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