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MACOM Technology Solutions
MTSI

246 hedge funds and large institutions have $2.96B invested in MACOM Technology Solutions in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $7.56M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

3% more funds holding

Funds holding: 238 → 246 (+8)

7% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 81

0.17% more ownership

Funds ownership: 72.01% → 72.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

24% less capital invested

Capital invested by funds: $3.92B → $2.96B (-$956M)

Holders
246
Holders Change
+8
Holders Change %
+3.36%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
87
Reduced
81
Closed
27
Calls
$17.6M
Puts
$7.56M
Net Calls
+$10M
Net Calls Change
-$19.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.5M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$22.2M
4
TCM
TimesSquare Capital Management
New York
+$14M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$14M

Top Sellers

1
Invesco
Invesco
Georgia
-$41.6M
2
FCM
Frontier Capital Management
Massachusetts
-$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$19.9M
4
Jennison Associates
Jennison Associates
New York
-$17.4M
5
American Century Companies
American Century Companies
Missouri
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$30.1M -$974K -15,574 -3%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$29.3M +$30.6M +489,600 New
Norges Bank
28
Norges Bank
Norway
$27.9M +$8M +128,057 +38%
ECM
29
ExodusPoint Capital Management
New York
$27.1M +$13.1M +209,647 +86%
Charles Schwab
30
Charles Schwab
California
$21.3M +$98.6K +1,577 +0.4%
Citadel Advisors
31
Citadel Advisors
Florida
$20.2M +$2.69M +42,973 +15%
Federated Hermes
32
Federated Hermes
Pennsylvania
$19.3M -$1.73M -27,628 -8%
ACM
33
Analog Century Management
New York
$16.1M +$850K +13,600 +5%
SEI Investments
34
SEI Investments
Pennsylvania
$15.6M +$1.64M +26,291 +11%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M +$14M +223,530 +897%
Deutsche Bank
36
Deutsche Bank
Germany
$14.4M +$5.19M +82,964 +53%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$13.3M -$241K -3,863 -2%
Bank of America
38
Bank of America
North Carolina
$13.2M -$226K -3,609 -2%
Ameriprise
39
Ameriprise
Minnesota
$12.2M -$2.24M -35,788 -15%
WCM Investment Management
40
WCM Investment Management
California
$11.9M -$2.21M -35,423 -15%
ZCM
41
Ziegler Capital Management
Illinois
$11.7M -$298K -4,764 -2%
American Century Companies
42
American Century Companies
Missouri
$11M -$17.2M -274,697 -60%
PFM
43
Premier Fund Managers
United Kingdom
$10.9M -$1.68M -26,850 -13%
Millennium Management
44
Millennium Management
New York
$10.7M -$3.78M -60,419 -25%
SST
45
S Squared Technology
New York
$10.6M +$813K +13,000 +8%
LI
46
Leeward Investments
Massachusetts
$9.52M +$9.94M +158,946 New
Marshall Wace
47
Marshall Wace
United Kingdom
$9.21M +$9.62M +153,883 New
CCM
48
Cinctive Capital Management
New York
$9M +$7.25M +115,949 +337%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$8.9M – – –
OCM
50
Osterweis Capital Management
California
$8.66M -$3.5M -56,025 -28%
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MTSI Hedge Fund Activity: Q1 2022 in Review

246 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q1 2022, worth a combined $2.96B — down 24% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MTSI positions and 27 closed out — a net gain of 8 holders — while 87 added to existing stakes and 81 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was Invesco, cutting an estimated $41.6M.

  • 246 institutional investors held MACOM Technology Solutions (MTSI) as of Q1 2022, up from 238 in Q4 2021.
  • Funds reported $2.96B of MACOM Technology Solutions stock for Q1 2022, down 24% quarter-over-quarter.
  • 35 funds opened new MACOM Technology Solutions positions in Q1 2022 and 27 closed out, a net change of +8 holders.
  • The largest MACOM Technology Solutions buyer in Q1 2022 was Fidelity Investments, an estimated $75.5M added.
  • The largest MACOM Technology Solutions seller in Q1 2022 was Invesco, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2022.