Matthews Asia Fds (MCH) Hedge Fund Ownership (Q2 2026)

Matthews Asia Fds (MCH)

17 + Investors. Track Smart Money conviction in MCH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MCH

Based on 17 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

17 hedge funds hold MCH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding MCH is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 62% buying

8 buying5 selling

Last quarter: 8 funds were net buyers (1 opened a brand new position + 7 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 3 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 18% new

■ 29% conviction (2yr+) ■ 53% medium ■ 18% new

Of the 17 current holders: 5 (29%) held >2 years, 9 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

⚠️

Saturation — most institutions already know this story

6 → 3 → 3 → 2 → 1 new funds/Q

New funds entering each quarter: 3 → 3 → 2 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🏛️

Veteran-anchored — 47% veterans vs 29% newcomers

■ 47% veterans ■ 24% 1-2yr ■ 29% new

Entry-cohort mix of 17 holders: 8 (47%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

3 of 17 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	17	17	-
13F Shares	513K	480K	6.88%
Total Value	$15M	$13M	16.6%
New Positions	1	2	-1
Increased Positions	7	3	+4
Closed Positions	1	1	-
Reduced Positions	4	5	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

513K

480K

6.88%

Total Value

$15M

$13M

16.6%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCH. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 17 MCH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Merkkuri Wealth Advisors LLC	1.50%	83,616	$2.4M
2	Welch Financial Planning, LLC	1.32%	78,715	$2.3M
3	Summit Place Financial Advisors, LLC	0.96%	76,165	$2.2M
4	J.E. Simmons & Co., P.C.	0.29%	17,915	$517K
5	Integrity Wealth Solutions LLC	0.12%	11,642	$336K
6	Old Mission Capital LLC	0.06%	131,123	$3.8M
7	Chicago Partners Investment Group LLC	0.01%	19,072	$528K
8	Kestra Advisory Services, LLC	0.00%	25,304	$730K
9	Continuum Advisory, LLC	0.00%	676	$20K
10	Farther Finance Advisors, LLC	0.00%	2,540	$73K
11	Osaic Holdings, INC.	0.00%	1,800	$52K
12	Susquehanna International Group, LLP	0.00%	26,184	$756K
13	Citadel Advisors LLC	0.00%	17,710	$511K
14	Rockefeller Capital Management L.P.	0.00%	1,000	$29K
15	Jane Street Group, LLC	0.00%	12,541	$362K
16	UBS Group AG	0.00%	7,321	$211K
17	Morgan Stanley	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Matthews Asia Fds (MCH)

What does the Smart Money Trend signal show for MCH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MCH?

More buyers than sellers — 62% buying: Last quarter: 8 funds were net buyers (1 opened a brand new position + 7 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MCH holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 17 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MCH?

Mixed — 29% long-term, 18% new: Of the 17 current holders: 5 (29%) held >2 years, 9 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Matthews Asia Fds (MCH)

Smart Money Signals — MCH

No change last quarter

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 62% buying

Steady new buyers — ~1 new funds per quarter

Mixed — 29% long-term, 18% new

Saturation — most institutions already know this story

Veteran-anchored — 47% veterans vs 29% newcomers

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — MCH

Hedge Fund Ownership: MCH

Market Analysis: MCH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MCH

Hedge Fund Positioning: MCH

Statistics: MCH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Matthews Asia Fds (MCH)

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