Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Matrix Svc Co (MTRX)

147 + 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
↑ +5
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — MTRX

Based on 148 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MTRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
148 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 — +19% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

90 buying60 selling
Last quarter: 90 funds were net buyers (25 opened a brand new position + 65 added to an existing one). Only 60 were sellers (40 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new MTRX position: 29 → 21 → 19 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 19% new
94 out of 148 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.
💰

Value +22% but shares only +3% — price-driven

Value
+21%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~25 new funds/quarter

17 → 29 → 21 → 19 → 25 new funds/Q
New funds entering each quarter: 29 → 21 → 19 → 25. 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 150 holders: 108 (72%) are 2+ year veterans, 12 entered 1–2 years ago, and 30 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
40 of 148 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MTRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 90 hedge funds were net buyers of MTRX (25 opened a new position, 65 added to an existing one), while 60 reduced or exited (40 trimmed, 20 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in MTRX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 148.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: MTRX
147 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 147 143 2.8%
13F Shares 25M 24M 3.16%
Total Value $324M $266M 21.92%
New Positions 25 19 +6
Increased Positions 64 61 +3
Closed Positions 21 18 +3
Reduced Positions 40 47 -7
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MTRX

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Institutional Holders (2026 Q2)

147 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azarias Capital Management, L.P. 4.02% 673,692 $9.2M
2 Westerly Capital Management, LLC 1.51% 595,930 $8.2M
3 First Wilshire Securities Management Inc 1.46% 517,121 $7.1M
4 Harvey Partners, LLC 0.76% 815,023 $11.2M
5 Needham Investment Management LLC 0.59% 1,435,000 $19.7M
6 EntryPoint Capital, LLC 0.43% 63,022 $626K
7 Archon Capital Management LLC 0.39% 70,000 $959K
8 De Lisle Partners LLP 0.39% 258,790 $3.5M
9 Gendell Jeffrey L 0.14% 1,192,529 $16.3M
10 Prescott Group Capital Management, L.L.C. 0.14% 114,392 $1.6M
11 Pacific Ridge Capital Partners, LLC 0.13% 53,779 $737K
12 Greenhaven Road Investment Management, L.P. 0.12% 12,947 $177K
13 Dynamic Technology Lab Private Ltd 0.11% 34,977 $479K
14 CenterBook Partners LP 0.10% 154,058 $2.1M
15 Money Concepts Capital Corp 0.07% 103,723 $1.4M
16 Bridge City Capital, LLC 0.06% 20,223 $277K
17 Financial Plan, Inc. 0.06% 47,615 $652K
18 Algert Global LLC 0.04% 244,585 $3.4M
19 Occudo Quantitative Strategies LP 0.04% 51,976 $712K
20 Daytona Street Capital LLC 0.03% 3,550 $44K
21 Cary Street Partners Financial LLC 0.03% 96,510 $1.3M
22 WINTON GROUP Ltd 0.02% 56,121 $769K
23 First Eagle Investment Management, LLC 0.02% 990,217 $13.6M
24 Martingale Asset Management L P 0.02% 53,702 $736K
25 State of Wyoming 0.02% 12,108 $166K
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MTRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTRX?

More buyers than sellers — 60% buying: Last quarter: 90 funds were net buyers (25 opened a brand new position + 65 added to an existing one). Only 60 were sellers (40 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MTRX holders?

Elite ownership — 46% AUM from top-100 funds: 40 of 148 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MTRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MTRX?

64% of holders stayed for 2+ years: 94 out of 148 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.

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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