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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, Q3 2022

Institutional positions in Monterey Innovation Acquisition Corp as of Sep 30, 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
34
−10 vs. Q2 2022
Shares held
8.54M
−2.80M (−24.7%) vs. Q2 2022
Total value
$87.5M
−$26.2M (−23.0%) vs. Q2 2022
New holders
6
7 more added
Sold out
16
4 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 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 heldQ3 2022: $87.5M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Monterey Innovation Acquisition Corp; share changes are against Q2 2022.

Institutions holding MTRY in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.932,600$9.42M0.27%+90,400+10.7%Added
Saba Capital Management, L.P.917,843$9.27M0.12%00.0%Unchanged
Karpus Management, Inc.742,998$7.55M0.26%−49,400−6.2%Reduced
MMCAP International Inc. SPC625,000$6.32M0.50%00.0%Unchanged
Boothbay Fund Management, LLC575,000$6.12M0.21%00.0%Unchanged
Atw Spac Management LLC575,000$6.12M0.98%00.0%Unchanged
D. E. Shaw & Co., Inc.542,826$5.51M0.01%00.0%Unchanged
Berkley W R Corp479,811$4.86M0.24%00.0%Unchanged
HGC Investment Management Inc.460,000$4.67M0.32%+160,000+53.3%Added
Polar Asset Management Partners Inc.450,000$4.55M0.06%00.0%Unchanged
Hudson Bay Capital Management LP400,000$4.04M0.04%00.0%Unchanged
Barclays PLC296,158$2.99M0.00%00.0%Unchanged
Fir Tree Capital Management LP226,494$2.41M0.08%−10,887−4.6%Reduced
UBS Oconnor LLC190,898$2.03M0.02%−19,111−9.1%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital150,000$1.60M0.02%00.0%Unchanged
Rivernorth Capital Management, LLC98,421$1.05M0.05%−41,578−29.7%Reduced
Mint Tower Capital Management B.V.100,000$1.01M0.09%+100,000New
Cubist Systematic Strategies, LLC85,745$867.0K0.01%+85,745New
Dark Forest Capital Management LP80,363$812.0K0.15%00.0%Unchanged
Sea Otter Advisors LLC75,000$762.0K1.60%+75,000New
CNH Partners LLC71,076$722.0K0.02%+50,000+237.2%Added
Vivaldi Asset Management, LLC70,994$717.0K0.03%00.0%Unchanged
SkyView Investment Advisors, LLC65,968$670.0K0.20%+65,968New
Walleye Capital LLC54,000$546.0K0.01%+4,300+8.7%Added
Millennium Management LLC53,900$544.0K0.00%00.0%Unchanged
Arena Investors LP50,020$532.5K0.27%00.0%Unchanged
Nomura Holdings Inc40,000$405.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.39,379$398.0K0.05%+6,318+19.1%Added
Walleye Trading LLC36,000$364.0K0.01%+6,000+20.0%Added
Centiva Capital, LP18,165$184.0K0.01%00.0%Unchanged
Geode Capital Management, LLC13,454$136.0K0.00%00.0%Unchanged
Virtu Financial LLC12,378$125.0K0.01%+12,378New
Marshall Wace, LLP12,299$124.0K0.00%+12,299New
UBS Group AG2,440$25.0K0.00%+1,177+93.2%Added
Shaolin Capital Management LLC0$00.00%−677,208−100.0%Sold out
Murchinson Ltd.0$00.00%−410,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−330,681−100.0%Sold out
Linden Advisors LP0$00.00%−300,000−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−250,000−100.0%Sold out
Weiss Asset Management LP0$00.00%−225,000−100.0%Sold out
CVI Holdings, LLC0$00.00%−220,536−100.0%Sold out
Radcliffe Capital Management, L.P.0$00.00%−200,000−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−194,218−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−186,806−100.0%Sold out
Rpo LLC0$00.00%−113,908−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−106,978−100.0%Sold out
JPMorgan Chase & Co0$00.00%−100,000−100.0%Sold out
Caas Capital Management LP0$00.00%−20,200−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−15,820−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−100−100.0%Sold out