Marvell Technology: A Bull Case Theory
In this article, we'll summarize a bullish thesis posted on VIC regarding Marvell Technologies in late July when MRVL stock was trading at $63.44.
Marvell Technology Inc. (MRVL)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 3,065,939 | $221,115,521 | -21% | 0.1% |
| 2. | 2,959,500 | $213,439,140 | +50% | 0.1% | |
| 3. | Point State Capital Zach Schreiber | 2,858,082 | $206,124,874 | +25% | 3.73% |
| 4. | Fisher Asset Management Ken Fisher | 2,203,310 | $158,902,741 | +3% | 0.06% |
| 5. | 2,188,100 | $157,805,772 | -46% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.63 | 13,000 | Officer, Director | 221,915 | 2024-10-14 | Filing | |
| $70.21 | 1,425 | Director | 1,923 | 2024-06-24 | Filing | |
| $46.32 | 6,781 | Director | 36,389 | 2022-09-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.14 | 1,500 | Officer | 114,211 | 2024-11-15 | Filing | |
| $89.14 | 6,000 | Officer | 103,244 | 2024-11-15 | Filing | |
| $80.77 | 6,000 | Officer | 109,244 | 2024-10-21 | Filing | |
| $80.50 | 150,000 | Officer | 694,487 | 2024-10-15 | Filing | |
| $80.50 | 1,500 | Officer | 110,253 | 2024-10-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 129,672,224 | $7,820,531,884 | 0.6% | |
| 2. | 72,342,307 | $4,362,964,535 | 0.09% | |
| 3. | 60,494,559 | $3,648,426,853 | 0.09% | |
| 4. | 35,791,266 | $2,158,600,655 | 0.53% | |
| 5. | 19,736,940 | $1,190,334,851 | 0.05% |
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