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 %
Creative Planning
201
Creative Planning
Kansas
$382K +$110K +662 +40%
II
202
Inspire Investing
Idaho
$379K +$70.2K +422 +23%
GC
203
Guggenheim Capital
Illinois
$376K -$318K -1,912 -46%
Verition Fund Management
204
Verition Fund Management
Connecticut
$369K -$4.31M -25,902 -92%
VF
205
Virtu Financial
New York
$369K +$369K +2,220 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$368K -$10.5K -63 -3%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$365K -$34K -205 -9%
RFC
208
Regions Financial Corp
Alabama
$349K -$11.8K -71 -3%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$348K – – –
ECM
210
ExodusPoint Capital Management
New York
$345K +$345K +2,074 New
KeyBank National Association
211
KeyBank National Association
Ohio
$339K +$84.9K +510 +33%
CCWM
212
Cassaday & Co Wealth Management
Virginia
$333K – – –
LPL Financial
213
LPL Financial
California
$329K -$12.5K -75 -4%
HF
214
HRT Financial
New York
$325K +$325K +1,959 New
ET
215
Equitable Trust
Tennessee
$321K -$3.99K -24 -1%
M&T Bank
216
M&T Bank
New York
$305K +$30.6K +184 +11%
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
$304K -$50.4K -303 -14%
SO
218
STRS Ohio
Ohio
$299K -$880K -5,300 -75%
NS
219
NBC Securities
Alabama
$299K – – –
Neuberger Berman Group
220
Neuberger Berman Group
New York
$296K -$19.5K -117 -6%
BEI
221
Benjamin Edwards Inc
Missouri
$292K -$8.81K -53 -3%
IAA
222
Independent Advisor Alliance
North Carolina
$291K -$47.4K -285 -14%
SAM
223
Securian Asset Management
Minnesota
$282K – – –
Lido Advisors
224
Lido Advisors
California
$264K -$1.03M -6,174 -80%
S
225
SignatureFD
Georgia
$256K -$8.32K -50 -3%
7 8
9
10 11