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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, Q1 2022

Institutional positions in Monterey Innovation Acquisition Corp as of Mar 31, 2022. 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
41
+7 vs. Q4 2021
Shares held
11.0M
+1.25M (+12.8%) vs. Q4 2021
Total value
$109.7M
+$13.3M (+13.8%) vs. Q4 2021
New holders
8
8 more added
Sold out
1
3 more reduced

Compare with Q4 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 holdersQ1 2022: 41 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 heldQ1 2022: $109.7M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Monterey Innovation Acquisition Corp; share changes are against Q4 2021.

Institutions holding MTRY in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.917,843$9.15M0.15%00.0%Unchanged
Karpus Management, Inc.802,348$7.99M0.24%−12,450−1.5%Reduced
Periscope Capital Inc.709,712$7.07M0.18%+400,712+129.7%Added
MMCAP International Inc. SPC625,000$6.22M0.36%+500,000+400.0%Added
Boothbay Fund Management, LLC575,000$5.73M0.19%00.0%Unchanged
Atw Spac Management LLC575,000$5.73M0.82%00.0%Unchanged
D. E. Shaw & Co., Inc.542,712$5.41M0.01%+10,000+1.9%Added
Weiss Asset Management LP525,000$5.23M0.12%00.0%Unchanged
Murchinson Ltd.500,000$4.98M0.95%00.0%Unchanged
Shaolin Capital Management LLC496,208$4.94M0.12%+25,608+5.4%Added
Berkley W R Corp479,811$4.78M0.24%00.0%Unchanged
Polar Asset Management Partners Inc.450,000$4.48M0.06%00.0%Unchanged
Hudson Bay Capital Management LP400,000$3.98M0.06%00.0%Unchanged
Linden Advisors LP300,000$2.99M0.02%00.0%Unchanged
HGC Investment Management Inc.300,000$2.99M0.18%00.0%Unchanged
Barclays PLC296,158$2.95M0.00%+296,158New
Wolverine Asset Management LLC290,681$2.90M0.04%+1,141+0.4%Added
Tenor Capital Management Co., L.P.250,000$2.49M0.05%00.0%Unchanged
Fir Tree Capital Management LP237,500$2.37M0.07%00.0%Unchanged
Basso Capital Management, L.P.225,000$2.24M0.22%00.0%Unchanged
CVI Holdings, LLC220,536$2.20M0.15%+1,851+0.8%Added
Radcliffe Capital Management, L.P.200,000$1.99M0.06%00.0%Unchanged
Beryl Capital Management LLC196,991$1.96M0.12%00.0%Unchanged
Mizuho Securities USA LLC178,156$1.76M0.25%+2,100+1.2%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital150,000$1.49M0.02%00.0%Unchanged
Rivernorth Capital Management, LLC139,999$1.40M0.05%00.0%Unchanged
Dark Forest Capital Management LP80,363$800.0K0.19%+39,583+97.1%Added
Millennium Management LLC50,000$498.0K0.00%+50,000New
Arena Investors LP50,020$498.0K0.33%+50,020New
Walleye Capital LLC49,700$495.0K0.01%−300−0.6%Reduced
Nomura Holdings Inc40,000$398.0K0.00%+40,000New
Landscape Capital Management, L.L.C.33,061$329.0K0.04%00.0%Unchanged
Walleye Trading LLC30,000$299.0K0.01%00.0%Unchanged
CNH Partners LLC21,228$211.0K0.01%00.0%Unchanged
Caas Capital Management LP20,200$201.0K0.04%+20,200New
Centiva Capital, LP18,165$181.0K0.01%+18,165New
Goldman Sachs Group Inc15,820$158.0K0.00%+15,820New
Geode Capital Management, LLC13,454$134.0K0.00%00.0%Unchanged
Cohanzick Management, LLC10,000$100.0K0.02%00.0%Unchanged
UBS Group AG1,646$16.0K0.00%+1,646New
Tower Research Capital LLC (TRC)105$1.00K0.00%−3,353−97.0%Reduced
UBS Oconnor LLC0$00.00%−206,308−100.0%Sold out