Smart Money Radar / Tickers / MBLY

MBLY Automobiles & Components

CROWD: RED Active holders jumped 148 to 137 recently (-7% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
137
of 291 total, index funds excluded
This quarter
+45
56 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2022Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $1.3B held
FundValueNote
Intel Corp $344M
MANUFACTURERS LIFE INSURANC… $71M
TWO SIGMA INVESTMENTS, LP $68M
GOLDMAN SACHS GROUP INC $64M
BlackRock, Inc. $41M
Baillie Gifford $28M famous whale
MORGAN STANLEY $28M
UBS Group AG $26M
Harel Insurance Investments… $25M
RENAISSANCE TECHNOLOGIES LLC $24M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.