MACOM Technology Solutions
MTSI
154 hedge funds and large institutions have $1.42B invested in MACOM Technology Solutions in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
282% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 11
281% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $466K
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
46% more capital invested
Capital invested by funds: $974M → $1.42B (+$445M)
23% more funds holding
Funds holding: 125 → 154 (+29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$27.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.9M |
| 3 |
MC
Maplelane Capital
New York
|
+$13.1M |
| 4 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$9.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
-$33.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.73M |
| 3 |
Millennium Management
New York
|
-$9.25M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$9.25M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.28M |
MTSI Hedge Fund Activity: Q4 2015 in Review
154 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q4 2015, worth a combined $1.42B — up 46% from $974M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MTSI positions and 11 closed out — a net gain of 31 holders — while 57 added to existing stakes and 39 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $27.3M. The largest seller was RS Investment Management, cutting an estimated $33.7M.
- 154 institutional investors held MACOM Technology Solutions (MTSI) as of Q4 2015, up from 125 in Q3 2015.
- Funds reported $1.42B of MACOM Technology Solutions stock for Q4 2015, up 46% quarter-over-quarter.
- 42 funds opened new MACOM Technology Solutions positions in Q4 2015 and 11 closed out, a net change of +31 holders.
- The largest MACOM Technology Solutions buyer in Q4 2015 was Columbia Wanger Asset Management, an estimated $27.3M added.
- The largest MACOM Technology Solutions seller in Q4 2015 was RS Investment Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q4 2015.