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Monterey Innovation Acquisition Corp

MTRYDelisted Nov 20, 2023
Industry
Blank Checks
SEC CIK
0001860663

Monterey Innovation Acquisition Corp was delisted on Nov 20, 2023; its insiders filed their last Form 4 on Apr 11, 2023; 15 institutions reported holding it in 13F filings for Q3 2023, worth $14.4M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Monterey Innovation Acquisition Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
34
+34 vs. Q3 2021
Shares held
9.77M
+9.77M vs. Q3 2021
Total value
$96.4M
+$96.4M vs. Q3 2021
New holders
34
0 more added
Sold out
0
0 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MTRY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 34 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 34 institutionsQ1 2022: 41 institutionsQ2 2022: 44 institutionsQ3 2022: 34 institutionsQ4 2022: 17 institutionsQ1 2023: 14 institutionsQ2 2023: 15 institutionsQ3 2023: 15 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $96.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $96.4MQ1 2022: $109.7MQ2 2022: $113.6MQ3 2022: $87.5MQ4 2022: $19.2MQ1 2023: $19.5MQ2 2023: $14.7MQ3 2023: $14.4MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MTRY and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202315$14.4M
Q2 202315$14.7M
Q1 202314$19.5M
Q4 202217$19.2M
Q3 202234$87.5M
Q2 202244$113.6M
Q1 202241$109.7M
Q4 202134$96.4M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Monterey Innovation Acquisition Corp; share changes are against Q3 2021.

Institutions holding MTRY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.917,843$9.06M0.18%+917,843New
Karpus Management, Inc.814,798$8.03M0.23%+814,798New
Boothbay Fund Management, LLC575,000$5.68M0.19%+575,000New
Atw Spac Management LLC575,000$5.68M1.02%+575,000New
D. E. Shaw & Co., Inc.532,712$5.27M0.01%+532,712New
Weiss Asset Management LP525,000$5.19M0.12%+525,000New
Murchinson Ltd.500,000$4.92M0.47%+500,000New
Berkley W R Corp479,811$4.73M0.26%+479,811New
Shaolin Capital Management LLC470,600$4.63M0.12%+470,600New
Polar Asset Management Partners Inc.450,000$4.44M0.05%+450,000New
Hudson Bay Capital Management LP400,000$3.96M0.04%+400,000New
Periscope Capital Inc.309,000$3.05M0.08%+309,000New
Linden Advisors LP300,000$2.97M0.02%+300,000New
HGC Investment Management Inc.300,000$2.96M0.18%+300,000New
Wolverine Asset Management LLC289,540$2.85M0.03%+289,540New
Tenor Capital Management Co., L.P.250,000$2.46M0.05%+250,000New
Fir Tree Capital Management LP237,500$2.35M0.06%+237,500New
Basso Capital Management, L.P.225,000$2.22M0.24%+225,000New
CVI Holdings, LLC218,685$2.16M0.14%+218,685New
UBS Oconnor LLC206,308$2.04M0.02%+206,308New
Radcliffe Capital Management, L.P.200,000$1.98M0.07%+200,000New
Beryl Capital Management LLC196,991$1.95M0.10%+196,991New
Mizuho Securities USA LLC176,056$1.73M0.16%+176,056New
Oaktree Capital Management LPSuperinvestorOaktree Capital150,000$1.48M0.02%+150,000New
Rivernorth Capital Management, LLC139,999$1.38M0.06%+139,999New
MMCAP International Inc. SPC125,000$1.23M0.08%+125,000New
Walleye Capital LLC50,000$493.0K0.02%+50,000New
Dark Forest Capital Management LP40,780$401.0K0.15%+40,780New
Landscape Capital Management, L.L.C.33,061$326.0K0.05%+33,061New
Walleye Trading LLC30,000$296.0K0.00%+30,000New
CNH Partners LLC21,228$210.0K0.01%+21,228New
Geode Capital Management, LLC13,454$133.0K0.00%+13,454New
Cohanzick Management, LLC10,000$98.6K0.02%+10,000New
Tower Research Capital LLC (TRC)3,458$34.0K0.00%+3,458New