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Matrix Service

168 hedge funds and large institutions have $412M invested in Matrix Service in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

5% less funds holding

Funds holding: 176168 (-8)

6% less capital invested

Capital invested by funds: $439M → $412M (-$26.7M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-8
Holders Change %
-4.55%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
71
Reduced
54
Closed
24
Calls
$2.06M
Puts
Net Calls
+$2.06M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$40.7M -$4.93M -292,374 -11%
BFA
2
BlackRock Fund Advisors
California
$30.9M +$756K +44,838 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.4M +$631K +37,447 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$23.7M +$5.3M +314,181 +28%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.5M +$930K +55,160 +4%
ICOM
6
Investment Counselors of Maryland
Maryland
$14.7M +$1.46M +86,500 +11%
BIT
7
BlackRock Institutional Trust
California
$12.6M +$217K +12,870 +2%
State Street
8
State Street
Massachusetts
$11.8M +$1.31M +77,512 +12%
Boston Partners
9
Boston Partners
Massachusetts
$8.67M +$3.21M +190,440 +57%
American Century Companies
10
American Century Companies
Missouri
$8.6M +$2.25M +133,553 +34%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$7.42M +$7.59M +449,860 New
RCM
12
Riverhead Capital Management
Delaware
$7.26M +$3.83M +227,298 +3,115%
Charles Schwab
13
Charles Schwab
California
$6.75M +$2.73M +161,854 +65%
TA
14
Teachers Advisors
New York
$6.61M -$1.06M -63,148 -14%
Norges Bank
15
Norges Bank
Norway
$6.45M +$236K +14,000 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.1M +$247K +14,619 +4%
Wells Fargo
17
Wells Fargo
California
$6.07M -$713K -42,298 -10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.05M -$1.34M -79,358 -18%
Northern Trust
19
Northern Trust
Illinois
$5.98M +$18.2K +1,078 +0.3%
FWSM
20
First Wilshire Securities Management
California
$5.77M +$36.1K +2,140 +0.6%
CCPM
21
Cooper Creek Partners Management
New York
$5.57M +$5.7M +337,797 New
WHG
22
Westwood Holdings Group
Texas
$5.04M +$123K +7,315 +2%
TAM
23
THB Asset Management
Connecticut
$4.94M -$606K -35,925 -11%
PGIM
24
Pacific Global Investment Management
California
$4.87M -$111K -6,575 -2%
PI
25
Putnam Investments
Massachusetts
$4.69M +$778K +46,157 +19%

MTRX Hedge Fund Activity: Q2 2016 in Review

168 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q2 2016, worth a combined $412M — down 6.1% from $439M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MTRX and 19 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 71 added.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $7.59M. The largest seller was Victory Capital Management, cutting an estimated $8.73M.

  • 168 institutional investors held Matrix Service (MTRX) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $412M of Matrix Service stock for Q2 2016, down 6.1% quarter-over-quarter.
  • 19 funds opened new Matrix Service positions in Q2 2016 and 24 closed out, a net change of -5 holders.
  • The largest Matrix Service buyer in Q2 2016 was Fiera Capital (Canada), an estimated $7.59M added.
  • The largest Matrix Service seller in Q2 2016 was Victory Capital Management, an estimated $8.73M sold.

Based on aggregated 13F filings for Q2 2016.