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Matrix Service

122 hedge funds and large institutions have $293M invested in Matrix Service in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,682% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $11K

8% more capital invested

Capital invested by funds: $272M → $293M (+$21.1M)

2.95% more ownership

Funds ownership: 82.55%85.5% (+2.9%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

1% less funds holding

Funds holding: 123122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
44
Reduced
44
Closed
17
Calls
$1.41M
Puts
$11K
Net Calls
+$1.4M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40M -$5.59M -417,473 -11%
HP
2
Harvey Partners
New York
$19.1M +$147K +11,000 +0.7%
NIM
3
Needham Investment Management
New York
$17.7M
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.3M -$37.5K -2,803 -0.2%
FWSM
5
First Wilshire Securities Management
California
$16.5M -$232K -17,364 -1%
AAM
6
ACK Asset Management
Connecticut
$14.7M +$56.2K +4,199 +0.4%
WCM
7
Westerly Capital Management
California
$12.7M -$1.77M -132,000 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.8M -$1.68M -125,438 -12%
RA
9
Royce & Associates
New York
$9.59M -$1.7M -126,915 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.67M +$236K +17,615 +3%
GJL
11
Gendell Jeffrey L
$7.42M
ACM
12
Azarias Capital Management
Pennsylvania
$7.1M -$8.66M -646,950 -53%
American Century Companies
13
American Century Companies
Missouri
$6.72M +$3.29M +246,020 +83%
CP
14
CenterBook Partners
Connecticut
$6.67M +$6.37M +476,148 +790%
Boston Partners
15
Boston Partners
Massachusetts
$6.12M +$5.85M +437,222 +787%
State Street
16
State Street
Massachusetts
$6.03M +$174K +12,974 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.01M +$3.83M +286,326 +245%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$3.94M +$4.25M +317,194 New
Russell Investments Group
19
Russell Investments Group
United Kingdom
$3.92M +$930K +69,445 +28%
AQR Capital Management
20
AQR Capital Management
Connecticut
$3.63M +$3.35M +250,206 +601%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.25M -$202K -15,087 -5%
Northern Trust
22
Northern Trust
Illinois
$3.08M -$66.4K -4,962 -2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$3.01M +$1.83M +136,513 +129%
Franklin Resources
24
Franklin Resources
California
$2.96M +$873K +65,191 +38%
DLP
25
De Lisle Partners
United Kingdom
$2.96M +$714K +53,343 +29%

MTRX Hedge Fund Activity: Q1 2025 in Review

122 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q1 2025, worth a combined $293M — up 7.7% from $272M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MTRX positions and 17 closed out — a net gain of 1 holder — while 44 added to existing stakes and 44 trimmed.

The largest buyer was CenterBook Partners, adding an estimated $6.37M. The largest seller was Azarias Capital Management, cutting an estimated $8.66M.

  • 122 institutional investors held Matrix Service (MTRX) as of Q1 2025, down from 123 in Q4 2024.
  • Funds reported $293M of Matrix Service stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 18 funds opened new Matrix Service positions in Q1 2025 and 17 closed out, a net change of +1 holder.
  • The largest Matrix Service buyer in Q1 2025 was CenterBook Partners, an estimated $6.37M added.
  • The largest Matrix Service seller in Q1 2025 was Azarias Capital Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q1 2025.