MACOM Technology Solutions
MTSI
386 hedge funds and large institutions have $8.1B invested in MACOM Technology Solutions in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 120 increasing their positions, 117 reducing their positions, and 30 closing their positions.
570% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $7.63M
183% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 30
16% more capital invested
Capital invested by funds: $6.96B → $8.1B (+$1.14B)
14% more funds holding
Funds holding: 338 → 386 (+48)
3% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 117
0.56% less ownership
Funds ownership: 86.72% → 86.16% (-0.56%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$141M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$35.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$30.3M |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$73.3M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
-$64.2M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$63.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$28.6M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$27.7M |
MTSI Hedge Fund Activity: Q4 2024 in Review
386 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q4 2024, worth a combined $8.1B — up 16% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new MTSI positions and 30 closed out — a net gain of 55 holders — while 120 added to existing stakes and 117 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $141M. The largest seller was Point72 Asset Management, cutting an estimated $73.3M.
- 386 institutional investors held MACOM Technology Solutions (MTSI) as of Q4 2024, up from 338 in Q3 2024.
- Funds reported $8.1B of MACOM Technology Solutions stock for Q4 2024, up 16% quarter-over-quarter.
- 85 funds opened new MACOM Technology Solutions positions in Q4 2024 and 30 closed out, a net change of +55 holders.
- The largest MACOM Technology Solutions buyer in Q4 2024 was T. Rowe Price Associates, an estimated $141M added.
- The largest MACOM Technology Solutions seller in Q4 2024 was Point72 Asset Management, an estimated $73.3M sold.
Based on aggregated 13F filings for Q4 2024.