Skip to main content

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 2022

Institutional positions in Monterey Innovation Acquisition Corp as of Dec 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
17
−17 vs. Q3 2022
Shares held
1.83M
−6.72M (−78.6%) vs. Q3 2022
Total value
$19.2M
−$68.3M (−78.1%) vs. Q3 2022
New holders
6
1 more added
Sold out
23
5 more reduced

Compare with Q3 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 holdersQ4 2022: 17 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 2022: $19.2M
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 2022

Shares, value and share of portfolio for each institution holding Monterey Innovation Acquisition Corp; share changes are against Q3 2022.

Institutions holding MTRY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MMCAP International Inc. SPC475,000$4.99M0.51%−150,000−24.0%Reduced
Periscope Capital Inc.437,600$4.59M0.20%−495,000−53.1%Reduced
Polar Asset Management Partners Inc.225,000$2.36M0.03%−225,000−50.0%Reduced
Owl Creek Asset Management, L.P.150,000$1.57M0.11%+150,000New
Fir Tree Capital Management LP113,247$1.18M0.06%−113,247−50.0%Reduced
Rivernorth Capital Management, LLC98,421$1.03M0.05%00.0%Unchanged
CNH Partners LLC71,076$733.5K0.02%00.0%Unchanged
SkyView Investment Advisors, LLC65,968$693.0K0.21%00.0%Unchanged
Walleye Capital LLC64,000$672.0K0.01%+10,000+18.5%Added
Walleye Trading LLC36,000$378.0K0.01%00.0%Unchanged
Logan Stone Capital, LLC27,741$291.3K0.11%+27,741New
Terrapin Asset Management, LLC22,600$237.3K0.24%+22,600New
Ergoteles LLC15,316$156.6K0.01%+15,316New
Geode Capital Management, LLC13,454$138.0K0.00%00.0%Unchanged
Meteora Capital, LLC13,006$136.6K0.03%+13,006New
UBS Group AG740$7.77K0.00%−1,700−69.7%Reduced
Tower Research Capital LLC (TRC)16$00.00%+16New
Saba Capital Management, L.P.0$00.00%−917,843−100.0%Sold out
Karpus Management, Inc.0$00.00%−742,998−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−575,000−100.0%Sold out
Atw Spac Management LLC0$00.00%−575,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−542,826−100.0%Sold out
Berkley W R Corp0$00.00%−479,811−100.0%Sold out
HGC Investment Management Inc.0$00.00%−460,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−400,000−100.0%Sold out
Barclays PLC0$00.00%−296,158−100.0%Sold out
UBS Oconnor LLC0$00.00%−190,898−100.0%Sold out
Oaktree Capital Management LPSuperinvestorOaktree Capital0$00.00%−150,000−100.0%Sold out
Mint Tower Capital Management B.V.0$00.00%−100,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−85,745−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−80,363−100.0%Sold out
Sea Otter Advisors LLC0$00.00%−75,000−100.0%Sold out
Vivaldi Asset Management, LLC0$00.00%−70,994−100.0%Sold out
Millennium Management LLC0$00.00%−53,900−100.0%Sold out
Arena Investors LP0$00.00%−50,020−100.0%Sold out
Nomura Holdings Inc0$00.00%−40,000−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−39,379−100.0%Sold out
Centiva Capital, LP0$00.00%−18,165−100.0%Sold out
Virtu Financial LLC0$00.00%−12,378−100.0%Sold out
Marshall Wace, LLP0$00.00%−12,299−100.0%Sold out