Matrix Service
MTRX
123 hedge funds and large institutions have $272M invested in Matrix Service in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
5% more funds holding
Funds holding: 117 → 123 (+6)
1% more capital invested
Capital invested by funds: $268M → $272M (+$3.99M)
7% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 44
1.96% less ownership
Funds ownership: 84.51% → 82.55% (-2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less call options, than puts
Call options by funds: $32K | Put options by funds: $62K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$4.64M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.03M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.36M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.08M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.87M |
| 2 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
-$2.7M |
| 3 |
Millennium Management
New York
|
-$2.47M |
| 4 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$1.35M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.16M |
MTRX Hedge Fund Activity: Q4 2024 in Review
123 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2024, worth a combined $272M — up 1.5% from $268M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MTRX positions and 12 closed out — a net gain of 6 holders — while 41 added to existing stakes and 44 trimmed.
The largest buyer was ACK Asset Management, adding an estimated $4.64M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $5.87M sold.
- 123 institutional investors held Matrix Service (MTRX) as of Q4 2024, up from 117 in Q3 2024.
- Funds reported $272M of Matrix Service stock for Q4 2024, up 1.5% quarter-over-quarter.
- 18 funds opened new Matrix Service positions in Q4 2024 and 12 closed out, a net change of +6 holders.
- The largest Matrix Service buyer in Q4 2024 was ACK Asset Management, an estimated $4.64M added.
- The largest Matrix Service seller in Q4 2024 was Portolan Capital Management, an estimated $5.87M sold.
Based on aggregated 13F filings for Q4 2024.