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Microvast

109 hedge funds and large institutions have $93M invested in Microvast in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

13% more call options, than puts

Call options by funds: $621K | Put options by funds: $548K

0.87% more ownership

Funds ownership: 20.1%20.98% (+0.87%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 111109 (-2)

21% less capital invested

Capital invested by funds: $118M → $93M (-$24.6M)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
50
Reduced
23
Closed
22
Calls
$621K
Puts
$548K
Net Calls
+$73K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.3M +$8.24M +6,144,983 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.3M -$4.01M -2,990,609 -24%
OCAM
3
Owl Creek Asset Management
New York
$8.78M -$1.21M -900,000 -13%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.41M +$2.26M +1,685,939 +47%
State Street
5
State Street
Massachusetts
$7.37M +$2.4M +1,788,162 +51%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$5.22M -$431K -321,372 -8%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$3.61M +$574K +428,093 +20%
Morgan Stanley
8
Morgan Stanley
New York
$2.71M +$1.88M +1,398,824 +259%
Northern Trust
9
Northern Trust
Illinois
$2.64M +$939K +699,753 +59%
Charles Schwab
10
Charles Schwab
California
$2.44M +$377K +280,818 +19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.04M +$99.5K +74,175 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$976K +$401K +298,992 +75%
Citadel Advisors
13
Citadel Advisors
Florida
$892K +$14.4K +10,742 +2%
AA
14
ALPS Advisors
Colorado
$823K -$105K -78,052 -12%
N
15
Nuveen
North Carolina
$791K +$250K +186,052 +49%
Goldman Sachs
16
Goldman Sachs
New York
$774K +$330K +246,011 +80%
Two Sigma Investments
17
Two Sigma Investments
New York
$706K +$398K +297,098 +143%
Mitsubishi UFJ Asset Management
18
Mitsubishi UFJ Asset Management
Japan
$624K +$156K +116,092 +33%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$607K +$582K +433,694 New
TI
20
Tidal Investments
Wisconsin
$531K +$227K +169,323 +81%
Invesco
21
Invesco
Georgia
$476K +$37.6K +28,070 +9%
Barclays
22
Barclays
United Kingdom
$459K +$319K +238,173 +266%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$433K +$159K +118,298 +62%
Jane Street
24
Jane Street
New York
$407K +$282K +210,592 +262%
QC
25
Quadrature Capital
United Kingdom
$354K +$297K +221,388 +799%

MVST Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Microvast (MVST) for Q4 2023, worth a combined $93M — down 21% from $118M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MVST and 20 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $8.24M. The largest seller was Vanguard Group, cutting an estimated $4.01M.

  • 109 institutional investors held Microvast (MVST) as of Q4 2023, down from 111 in Q3 2023.
  • Funds reported $93M of Microvast stock for Q4 2023, down 21% quarter-over-quarter.
  • 20 funds opened new Microvast positions in Q4 2023 and 22 closed out, a net change of -2 holders.
  • The largest Microvast buyer in Q4 2023 was BlackRock, an estimated $8.24M added.
  • The largest Microvast seller in Q4 2023 was Vanguard Group, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2023.