Matrix Service
MTRX
125 hedge funds and large institutions have $261M invested in Matrix Service in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 23 closing their positions.
27% more capital invested
Capital invested by funds: $205M → $261M (+$55.6M)
24% more call options, than puts
Call options by funds: $287K | Put options by funds: $231K
3.8% less ownership
Funds ownership: 92.79% → 88.98% (-3.8%)
4% less funds holding
Funds holding: 130 → 125 (-5)
22% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 23
26% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$2.57M |
| 2 |
Morgan Stanley
New York
|
+$2.42M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.55M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$1.54M |
| 5 |
BlackRock
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$5.16M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.29M |
| 3 |
Goldman Sachs
New York
|
-$2.06M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.03M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.87M |
MTRX Hedge Fund Activity: Q4 2020 in Review
125 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2020, worth a combined $261M — up 27% from $205M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MTRX and 18 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 37 added.
The largest buyer was Bank of New York Mellon, adding an estimated $2.57M. The largest seller was State Street, cutting an estimated $5.16M.
- 125 institutional investors held Matrix Service (MTRX) as of Q4 2020, down from 130 in Q3 2020.
- Funds reported $261M of Matrix Service stock for Q4 2020, up 27% quarter-over-quarter.
- 18 funds opened new Matrix Service positions in Q4 2020 and 23 closed out, a net change of -5 holders.
- The largest Matrix Service buyer in Q4 2020 was Bank of New York Mellon, an estimated $2.57M added.
- The largest Matrix Service seller in Q4 2020 was State Street, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2020.