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Of the 10 tracked institutions holding MDY, 6 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +5.6pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, MDY (STATE STR SPDR S&P MIDCAP 40) is held with a combined value of $140.35M across 200,297 shares. The largest holder is AQR CAPITAL MANAGEMENT LLC with a position worth $35.81M (0.01% of their portfolio). 3 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$140.35M
Total Shares Held
200,297
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | AQR CAPITAL MANAGEMENT LLC | $35.81M | 0.01% | +55.1% |
| 2 | FMR LLC | $28.87M | 0.00% | +4.6% |
| 3 | CITADEL ADVISORS LLC | $24.43M | 0.01% | New |
| 4 | BlackRock, Inc. | $22.36M | 0.00% | +37.7% |
| 5 | Point72 Asset Management, L.P. | $9.55M | 0.01% | New |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $7.79M | 0.00% | +297.0% |
| 7 | Gotham Asset Management, LLC | $6.23M | 0.01% | +2.6% |
| 8 | VANGUARD GROUP INC | $3.21M | 0.00% | +7.8% |
| 9 | MILLENNIUM MANAGEMENT LLC | $1.58M | 0.00% | -94.9% |
| 10 | Fisher Asset Management, LLC | $511.17K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | Jan 23, 2026 |
| John Boozman | Buy | Nov 21, 2025 |
| John Boozman | Sell | Sep 9, 2024 |
| John Boozman | Sell |
As of the latest SEC 13F filings, AQR CAPITAL MANAGEMENT LLC is the largest institutional holder of MDY with a position worth $35.81M, representing 0.01% of their portfolio. In total, 10 institutional investors hold MDY with a combined value of $140.35M.
In the most recent quarter, 3 funds opened a new position in MDY. Additionally, 6 increased their holdings and 1 reduced their positions.
Institutional investors hold $140.35M worth of MDY stock across 10 positions. The largest institutional holder is AQR CAPITAL MANAGEMENT LLC with $35.81M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MDY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MDY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jul 18, 2024 |
| John Boozman | Sell | Jun 4, 2024 |
Last Close
$659.87
2026-10-16
YTD
+8.7%
64% of 52-week range
