MACOM Technology Solutions
MTSI
54 hedge funds and large institutions have $311M invested in MACOM Technology Solutions in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 10 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
1% more capital invested
Capital invested by funds: $308M → $311M (+$3.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 57 → 54 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$3.81M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.93M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$947K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$785K |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$2.8M |
| 2 |
JP Morgan Chase
New York
|
-$714K |
| 3 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$652K |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$469K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$310K |
MTSI Hedge Fund Activity: Q4 2013 in Review
54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q4 2013, worth a combined $311M — up 1% from $308M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MTSI and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 22 added.
The largest buyer was Silvercrest Asset Management, adding an estimated $3.81M. The largest seller was Symmetry Peak Management, exiting entirely with an estimated $2.8M sold.
- 54 institutional investors held MACOM Technology Solutions (MTSI) as of Q4 2013, down from 57 in Q3 2013.
- Funds reported $311M of MACOM Technology Solutions stock for Q4 2013, up 1% quarter-over-quarter.
- 7 funds opened new MACOM Technology Solutions positions in Q4 2013 and 10 closed out, a net change of -3 holders.
- The largest MACOM Technology Solutions buyer in Q4 2013 was Silvercrest Asset Management, an estimated $3.81M added.
- The largest MACOM Technology Solutions seller in Q4 2013 was Symmetry Peak Management, an estimated $2.8M sold.
Based on aggregated 13F filings for Q4 2013.