Matrix Service
MTRX
85 hedge funds and large institutions have $124M invested in Matrix Service in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 5 closing their positions.
700% more call options, than puts
Call options by funds: $8K | Put options by funds: $1K
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
43% more capital invested
Capital invested by funds: $86.7M → $124M (+$37.1M)
12% more funds holding
Funds holding: 76 → 85 (+9)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
4.59% less ownership
Funds ownership: 78.21% → 73.62% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Westerly Capital Management
San Francisco,
California
|
+$1.45M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.24M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
| 4 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$1.07M |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.46M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.06M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.03M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$482K |
| 5 |
Morgan Stanley
New York
|
-$411K |
MTRX Hedge Fund Activity: Q4 2022 in Review
85 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2022, worth a combined $124M — up 43% from $86.7M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MTRX positions and 5 closed out — a net gain of 12 holders — while 28 added to existing stakes and 30 trimmed.
The largest buyer was Westerly Capital Management, opening a new position worth an estimated $1.45M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.46M.
- 85 institutional investors held Matrix Service (MTRX) as of Q4 2022, up from 76 in Q3 2022.
- Funds reported $124M of Matrix Service stock for Q4 2022, up 43% quarter-over-quarter.
- 17 funds opened new Matrix Service positions in Q4 2022 and 5 closed out, a net change of +12 holders.
- The largest Matrix Service buyer in Q4 2022 was Westerly Capital Management, an estimated $1.45M added.
- The largest Matrix Service seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $3.46M sold.
Based on aggregated 13F filings for Q4 2022.