Matrix Service
MTRX
169 hedge funds and large institutions have $610M invested in Matrix Service in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 10 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
127% more call options, than puts
Call options by funds: $2.22M | Put options by funds: $977K
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
26% more capital invested
Capital invested by funds: $483M → $610M (+$127M)
15% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 60
7% more funds holding
Funds holding: 158 → 169 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$2.47M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.09M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.91M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.84M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.77M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.42M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$2.93M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.44M |
| 5 |
HP
Harvey Partners
Tarrytown,
New York
|
-$2.28M |
MTRX Hedge Fund Activity: Q4 2013 in Review
169 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2013, worth a combined $610M — up 26% from $483M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MTRX positions and 10 closed out — a net gain of 12 holders — while 69 added to existing stakes and 60 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $2.47M. The largest seller was Royce & Associates, cutting an estimated $3.77M.
- 169 institutional investors held Matrix Service (MTRX) as of Q4 2013, up from 158 in Q3 2013.
- Funds reported $610M of Matrix Service stock for Q4 2013, up 26% quarter-over-quarter.
- 22 funds opened new Matrix Service positions in Q4 2013 and 10 closed out, a net change of +12 holders.
- The largest Matrix Service buyer in Q4 2013 was Neuberger Berman Group, an estimated $2.47M added.
- The largest Matrix Service seller in Q4 2013 was Royce & Associates, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2013.