Matrix Service
MTRX
157 hedge funds and large institutions have $438M invested in Matrix Service in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 12 closing their positions.
13,250% more call options, than puts
Call options by funds: $534K | Put options by funds: $4K
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
28% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 46
22% more capital invested
Capital invested by funds: $359M → $438M (+$79.3M)
13% more funds holding
Funds holding: 139 → 157 (+18)
3.6% more ownership
Funds ownership: 88.32% → 91.92% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.05M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$4.42M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.14M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.84M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.6M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$5.55M |
| 3 |
Renaissance Technologies
New York
|
-$2.47M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.1M |
| 5 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$2.02M |
MTRX Hedge Fund Activity: Q4 2017 in Review
157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2017, worth a combined $438M — up 22% from $359M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MTRX positions and 12 closed out — a net gain of 18 holders — while 59 added to existing stakes and 46 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $5.05M. The largest seller was T. Rowe Price Associates, cutting an estimated $17.6M.
- 157 institutional investors held Matrix Service (MTRX) as of Q4 2017, up from 139 in Q3 2017.
- Funds reported $438M of Matrix Service stock for Q4 2017, up 22% quarter-over-quarter.
- 30 funds opened new Matrix Service positions in Q4 2017 and 12 closed out, a net change of +18 holders.
- The largest Matrix Service buyer in Q4 2017 was Wellington Management Group, an estimated $5.05M added.
- The largest Matrix Service seller in Q4 2017 was T. Rowe Price Associates, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2017.