MZTI

The Marzetti Company Common Stock
MZTI

Overview Fund Activity

291 hedge funds and large institutions have $2.86B invested in The Marzetti Company Common Stock in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+7
Holders Change %
+2.46%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
103
Reduced
104
Closed
28
Calls
$5.11M
Puts
$732K
Net Calls
+$4.38M
Net Calls Change
-$2.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
BlackRock
2
BlackRock
New York
$430M
3
BTW
3
Boston Trust Walden
Massachusetts
$53.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$69.2M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$84.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$0
3
State Street
3
State Street
Massachusetts
$175M
4
CIP
4
Champlain Investment Partners
Vermont
$103M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
301
Summit Global Investments
Utah
– -$495K -3,000 Closed
EF
302
Empowered Funds
Pennsylvania
– -$460K -2,788 Closed
FC
303
FORA Capital
Florida
– -$423K -2,565 Closed
GVAG
304
Great Valley Advisor Group
Delaware
– -$410K -2,483 Closed
XT
305
XTX Topco
Cayman Islands
– -$340K -2,060 Closed
PRC
306
Pearl River Capital
Michigan
– -$293K -1,777 Closed
MA
307
Mutual Advisors
Nebraska
– -$242K -1,466 Closed
Wealth Enhancement Advisory Services
308
Wealth Enhancement Advisory Services
Minnesota
– -$209K -1,268 Closed
Simplex Trading
309
Simplex Trading
Illinois
– -$20K -122 Closed
RTC
310
Riverview Trust Company
Washington
– -$19.1K -116 Closed
IA
311
IFP Advisors
Florida
– -$11.2K -68 Closed
CCP
312
Carmel Capital Partners
California
– -$8.91K -54 Closed
NIC
313
Northwest Investment Counselors
Oregon
– -$8.25K -50 Closed
FRA
314
Front Row Advisors
California
– -$6.11K -37 Closed
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
– -$5.61K -34 Closed
BAAM
316
Baker Avenue Asset Management
California
– -$5.61K -34 Closed
MIA
317
Milestone Investment Advisors
Wisconsin
– -$1.98K -12 Closed
MFT
318
Moisand Fitzgerald Tamayo
Florida
– -$1.32K -8 Closed
AWA
319
Artemis Wealth Advisors
New York
– -$1 – –
9 10 11 12
13