Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Matrix Svc Co (MTRX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — MTRX

Based on 142 hedge funds · latest filing: 2026 Q1 · 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
142 hedge funds hold MTRX 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

79 buying67 selling
Last quarter: 79 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 29 → 21 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 18% new
94 out of 142 hedge funds have held MTRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~19 new funds/quarter

21 → 17 → 29 → 21 → 19 new funds/Q
New funds entering each quarter: 17 → 29 → 21 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 143 holders: 103 (72%) are 2+ year veterans, 11 entered 1–2 years ago, and 29 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
36 of 142 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — MTRX

In 2026 Q1, 79 hedge funds were net buyers of MTRX (19 opened a new position, 60 added to an existing one), while 67 reduced or exited (48 trimmed, 19 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 31% of total institutional value in MTRX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 142.

Hedge Fund Ownership: MTRX

How many hedge funds hold MTRX — quarterly history vs. share price
Quarterly hedge fund ownership of MTRX vs. share price

Market Analysis: MTRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTRX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Matrix Svc Co (MTRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MTRX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MTRX
nan%
XLI
+11.9%

MTRX outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MTRX
nan%
XLI
+5.5%

Since the filing became public, MTRX outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: MTRX
140 + Investors

Track Smart Money conviction in MTRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 140 142 -1.41%
13F Shares 24M 25M -2.07%
Total Value $266M $287M -7.4%
New Positions 18 21 -3
Increased Positions 60 58 +2
Closed Positions 20 19 +1
Reduced Positions 46 49 -3
Total Calls 1 2 -50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: MTRX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

140 + investors

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

QUARTER:
Top 25 MTRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azarias Capital Management, L.P. 4.20% 817,021 $9.4M
2 Westerly Capital Management, LLC 3.01% 965,000 $11.1M
3 First Wilshire Securities Management Inc 1.35% 522,838 $6.0M
4 Congruence Capital, LLC 1.17% 304,145 $3.5M
5 Needham Investment Management LLC 0.84% 1,435,000 $16.5M
6 Harvey Partners, LLC 0.83% 905,000 $10.4M
7 De Lisle Partners LLP 0.35% 258,790 $3.0M
8 CenterBook Partners LP 0.27% 431,425 $5.0M
9 Gendell Jeffrey L 0.19% 1,231,307 $14.1M
10 Prescott Group Capital Management, L.L.C. 0.14% 123,392 $1.4M
11 Pacific Ridge Capital Partners, LLC 0.14% 54,402 $625K
12 EntryPoint Capital, LLC 0.13% 38,821 $446K
13 Greenhaven Road Investment Management, L.P. 0.11% 13,969 $160K
14 Bridge City Capital, LLC 0.10% 31,000 $356K
15 Money Concepts Capital Corp 0.07% 104,249 $1.2M
16 Dynamic Technology Lab Private Ltd 0.06% 33,602 $386K
17 Daytona Street Capital LLC 0.06% 6,700 $79K
18 Financial Plan, Inc. 0.06% 47,615 $547K
19 Kettle Hill Capital Management, LLC 0.04% 15,005 $172K
20 Country Trust Bank 0.04% 165,237 $1.9M
21 Cary Street Partners Financial LLC 0.03% 94,040 $1.1M
22 Axq Capital, LP 0.02% 12,364 $142K
23 WINTON GROUP Ltd 0.02% 43,029 $494K
24 Jacobs Levy Equity Management, Inc 0.02% 350,987 $4.0M
25 Quantbot Technologies LP 0.02% 35,965 $413K
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 — Matrix Svc Co (MTRX)

What does the Smart Money Trend signal show for MTRX?

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 MTRX?

Slight buying edge — 54% buying: Last quarter: 79 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MTRX holders?

Strong quality — 31% AUM from major funds: 36 of 142 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MTRX?

66% of holders stayed for 2+ years: 94 out of 142 hedge funds have held MTRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Matrix Svc Co (MTRX) following the 2026 Q1 hedge fund 13F filings?

As of today, MTRX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MTRX has gained nan% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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