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Microvast

111 hedge funds and large institutions have $118M invested in Microvast in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $90.5M → $118M (+$27M)

19% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.02M

13% more funds holding

Funds holding: 98111 (+13)

1.81% more ownership

Funds ownership: 18.3%20.1% (+1.8%)

Holders
111
Holders Change
+13
Holders Change %
+13.27%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
28
Closed
10
Calls
$1.21M
Puts
$1.02M
Net Calls
+$191K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.7M +$2.18M +1,017,706 +9%
BlackRock
2
BlackRock
New York
$19.9M +$533K +248,752 +2%
OCAM
3
Owl Creek Asset Management
New York
$13.6M +$2.14M +1,000,000 +16%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$7.66M -$1.45M -678,861 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.82M +$980K +457,696 +15%
State Street
6
State Street
Massachusetts
$6.57M +$54.6K +25,519 +0.7%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$4.07M +$3.28M +1,532,295 +247%
Millennium Management
8
Millennium Management
New York
$3.26M -$1.69M -789,146 -31%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.1M -$210K -98,035 -6%
Charles Schwab
10
Charles Schwab
California
$2.76M +$477K +222,687 +18%
UM
11
UniSuper Management
Australia
$2.38M +$2.69M +1,257,118 New
Northern Trust
12
Northern Trust
Illinois
$2.24M +$168K +78,490 +7%
TGM
13
Tenzing Global Management
California
$1.65M -$268K -125,000 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.27M +$279K +130,201 +24%
AA
15
ALPS Advisors
Colorado
$1.26M +$1.43M +666,220 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.18M +$1.11M +516,200 +469%
Morgan Stanley
17
Morgan Stanley
New York
$1.02M +$234K +109,266 +25%
GCP
18
GSA Capital Partners
United Kingdom
$953K +$520K +242,991 +93%
AR
19
Advisory Research
Illinois
$873K -$65.9K -30,763 -6%
UBS Group
20
UBS Group
Switzerland
$799K +$860K +401,521 +1,907%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$752K -$3.77K -1,762 -0.4%
N
22
Nuveen
North Carolina
$716K -$608K -283,901 -43%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$660K +$43K +20,060 +6%
Invesco
24
Invesco
Georgia
$590K +$955 +446 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$580K -$21.6K -10,074 -3%

MVST Hedge Fund Activity: Q3 2023 in Review

111 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Microvast (MVST) for Q3 2023, worth a combined $118M — up 30% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MVST positions and 10 closed out — a net gain of 14 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.28M. The largest seller was Millennium Management, cutting an estimated $1.69M.

  • 111 institutional investors held Microvast (MVST) as of Q3 2023, up from 98 in Q2 2023.
  • Funds reported $118M of Microvast stock for Q3 2023, up 30% quarter-over-quarter.
  • 24 funds opened new Microvast positions in Q3 2023 and 10 closed out, a net change of +14 holders.
  • The largest Microvast buyer in Q3 2023 was D.E. Shaw & Co, an estimated $3.28M added.
  • The largest Microvast seller in Q3 2023 was Millennium Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.