MP MATERIALS CORP MP
COM CL A · Common Stock · CUSIP 553368101 · ISIN US5533681012
American Rare Earth materials company
- SectorMaterials
- IndustryMetal Mining
- HeadquartersLas Vegas, NV
- Websitempmaterials.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 177.5m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.30. Options: 23 managers hold calls ($95.7m notional), 22 hold puts ($83.9m).
Biggest calls
| CITADEL ADVISORS LLC | — | $23.5m861.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $17.9m655.9k shares |
| Parallax Volatility Advisers, L.P. | — | $7.4m271.1k shares |
| Twin Tree Management, LP | — | $6.7m246.4k shares |
| Walleye Trading LLC | — | $6.6m243.4k shares |
| JANE STREET GROUP, LLC | — | $6.1m224.6k shares |
| GROUP ONE TRADING LLC | — | $5.6m205.9k shares |
| JPMORGAN CHASE & CO | — | $5.6m203.5k shares |
| SIMPLEX TRADING, LLC | — | $4.6m167.1k shares |
| Squarepoint Ops LLC | — | $3.1m115.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $12.7m466.4k shares |
| Twin Tree Management, LP | — | $9.5m349.5k shares |
| Sculptor Capital LP | — | $8.6m314.8k shares |
| Squarepoint Ops LLC | — | $7.8m287.5k shares |
| Allianz Asset Management GmbH | — | $6.8m250.0k shares |
| CITADEL ADVISORS LLC | — | $6.7m247.0k shares |
| SpiderRock Advisors, LLC | — | $5.1m160.3k shares |
| Parallax Volatility Advisers, L.P. | — | $4.9m180.6k shares |
| JANE STREET GROUP, LLC | — | $4.9m179.0k shares |
| GROUP ONE TRADING LLC | — | $3.7m137.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.3 pts · filed 2026-10-27 | 8.0% |
| Litinsky James H. 13D · may seek influence -1.7 pts · filed 2026-01-13 | 7.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), BANK OF NOVA SCOTIA (3.7%, 2026-01-27), Shenghe Resources Holding Co., Ltd. (3.1%, 2025-11-25)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $3.5m | 3 | $38.4m | — |
| Q1 2022 | 2 | $1.3m | 3 | $266.6m | — |
| Q2 2022 | 2 | $1.6m | 3 | $42.3m | — |
| Q3 2022 | 0 | — | 3 | $233.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-12 | QVT Financial LP Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.5m76.2k shares |
| 2022-09-12 | Gold Daniel Allen Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.5m76.2k shares |
| 2022-09-12 | QVT Financial LP Director · Held by Saratoga Park Ltd | Sold | $2.1m61.8k shares |
| 2022-09-12 | Gold Daniel Allen Director · Held by Saratoga Park Ltd. | Sold | $2.1m61.8k shares |
| 2022-09-12 | QVT Financial LP Director · Held by QVT Family Office Onshore LP | Sold | $414.4k12.5k shares |
| 2022-09-12 | Gold Daniel Allen Director · Held by QVT Family Office Onshore LP | Sold | $414.4k12.5k shares |
| 2022-09-09 | QVT Financial LP Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.9m85.5k shares |
| 2022-09-09 | Gold Daniel Allen Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.9m85.5k shares |
| 2022-09-09 | QVT Financial LP Director · Held by Saratoga Park Ltd | Sold | $2.3m69.3k shares |
| 2022-09-09 | Gold Daniel Allen Director · Held by Saratoga Park Ltd. | Sold | $2.3m69.3k shares |
| 2022-09-09 | Gold Daniel Allen Director · Held by QVT Family Office Onshore LP | Sold | $468.2k14.0k shares |
| 2022-09-09 | QVT Financial LP Director · Held by QVT Family Office Onshore LP | Sold | $468.2k14.0k shares |
| 2022-09-08 | Gold Daniel Allen Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.4m74.4k shares |
| 2022-09-08 | QVT Financial LP Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.4m74.4k shares |
| 2022-09-08 | QVT Financial LP Director · Held by Saratoga Park Ltd | Sold | $1.9m60.3k shares |
| 2022-09-08 | Gold Daniel Allen Director · Held by Saratoga Park Ltd. | Sold | $1.9m60.3k shares |
| 2022-09-08 | QVT Financial LP Director · Held by QVT Family Office Onshore LP | Sold | $390.5k12.2k shares |
| 2022-09-08 | Gold Daniel Allen Director · Held by QVT Family Office Onshore LP | Sold | $390.5k12.2k shares |
| 2022-09-07 | Gold Daniel Allen Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $642.4k20.5k shares |
| 2022-09-07 | QVT Financial LP Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $642.4k20.5k shares |
| 2022-09-07 | QVT Financial LP Director · Held by Saratoga Park Ltd | Sold | $520.5k16.6k shares |
| 2022-09-07 | Gold Daniel Allen Director · Held by Saratoga Park Ltd. | Sold | $520.5k16.6k shares |
| 2022-09-07 | Gold Daniel Allen Director · Held by QVT Family Office Onshore LP | Sold | $105.2k3.4k shares |
| 2022-09-07 | QVT Financial LP Director · Held by QVT Family Office Onshore LP | Sold | $105.2k3.4k shares |
| 2022-09-06 | QVT Financial LP Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.7m86.9k shares |
| 2022-09-06 | Gold Daniel Allen Director · Held by Fourth Avenue FF Opportunities LP - Series E | Sold | $2.7m86.9k shares |
| 2022-09-06 | QVT Financial LP Director · Held by Saratoga Park Ltd | Sold | $2.2m70.4k shares |
| 2022-09-06 | Gold Daniel Allen Director · Held by Saratoga Park Ltd. | Sold | $2.2m70.4k shares |
| 2022-09-06 | QVT Financial LP Director · Held by QVT Family Office Onshore LP | Sold | $447.7k14.2k shares |
| 2022-09-06 | Gold Daniel Allen Director · Held by QVT Family Office Onshore LP | Sold | $447.7k14.2k shares |
The latest 30 of 118 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JHL Capital Group LLC 100.00% of their portfolio | 28.6m $780.1m | — |
| QVT Financial LP 30.62% of their portfolio | 13.7m $372.8m | — |
| VANGUARD GROUP INC 0.01% of their portfolio | 9.0m $245.1m | — |
| BlackRock Inc. 0.01% of their portfolio | 8.4m $229.6m | — |
| STATE STREET CORP 0.01% of their portfolio | 4.3m $117.3m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.7m $73.1m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 2.6m $71.7m | — |
| COOPERMAN LEON G 4.10% of their portfolio | 2.1m $58.4m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.0m $53.5m | — |
| Invesco Ltd. 0.02% of their portfolio | 1.9m $53.0m | — |
| VAN ECK ASSOCIATES CORP 0.16% of their portfolio | 1.9m $52.7m | — |
| BAILLIE GIFFORD & CO 0.05% of their portfolio | 1.9m $52.7m | — |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $49.4m | — |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 1.7m $46.9m | — |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.5m $42.3m | — |
| Driehaus Capital Management LLC 0.55% of their portfolio | 1.3m $36.2m | — |
| FMR LLC 0.00% of their portfolio | 1.3m $35.4m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $31.5m | — |
| ARS Investment Partners, LLC 3.06% of their portfolio | 816.3k $22.3m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 746.6k $20.4m | — |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 723.9k $19.8m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 670.0k $18.3m | — |
| CITIGROUP INC 0.03% of their portfolio | 668.3k $18.2m | — |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 585.3k $15.8m | — |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.23% of their portfolio | 544.4k $14.9m | — |
| Bernzott Capital Advisors 2.03% of their portfolio | 538.7k $14.7m | — |
| MARSHALL WACE, LLP 0.03% of their portfolio | 506.5k $13.8m | — |
| NORGES BANK 0.00% of their portfolio | 497.2k $13.6m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 481.5k $13.1m | — |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 475.5k $13.0m | — |
| Cubist Systematic Strategies, LLC 0.09% of their portfolio | 467.5k $12.8m | — |
| SANDLER CAPITAL MANAGEMENT 2.61% of their portfolio | 443.4k $12.1m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 427.2k $11.7m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 415.8k $11.4m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 360.2k $9.8m | — |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 354.0k $9.7m | — |
| Clearbridge Investments, LLC 0.01% of their portfolio | 324.1k $8.8m | — |
| Skylands Capital, LLC 1.43% of their portfolio | 317.8k $8.7m | — |
| Freemont Management S.A. 1.57% of their portfolio | 316.1k $8.6m | — |
| Sculptor Capital LP 0.11% of their portfolio | 314.8k $8.6m | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 313.8k $8.6m | — |
| Pembroke Management, LTD 0.90% of their portfolio | 298.2k $8.1m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 297.2k $8.1m | — |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 296.8k $8.1m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 284.2k $7.8m | — |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 265.1k $7.2m | — |
| Squarepoint Ops LLC 0.06% of their portfolio | 239.6k $6.5m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 238.5k $6.5m | — |
| Man Group plc 0.03% of their portfolio | 235.2k $6.4m | — |
| Allianz Asset Management GmbH 0.01% of their portfolio | 230.5k $6.3m | — |
| Sloy Dahl & Holst, LLC 1.27% of their portfolio | 220.6k $6.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 220.1k $6.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 216.6k $5.9m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 215.5k $5.9m | — |
| SYCOMORE ASSET MANAGEMENT 1.70% of their portfolio | 214.8k $6.0m | — |
| HHLR ADVISORS, LTD. 0.14% of their portfolio | 200.0k $5.5m | — |
| UBS Group AG 0.00% of their portfolio | 196.4k $5.4m | — |
| Moody Aldrich Partners LLC 1.09% of their portfolio | 194.0k $5.3m | — |
| Swiss National Bank 0.00% of their portfolio | 189.4k $5.2m | — |
| AGF INVESTMENTS INC. 0.05% of their portfolio | 185.0k $5.1m | — |
| Regal Partners Ltd 1.06% of their portfolio | 184.6k $5.0m | — |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 182.2k $5.0m | — |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 181.8k $5.0m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 171.3k $4.7m | — |
| Jump Financial, LLC 0.18% of their portfolio | 165.3k $4.5m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 161.3k $4.4m | — |
| TWINBEECH CAPITAL LP 0.11% of their portfolio | 154.9k $4.2m | — |
| Amundi 0.00% of their portfolio | 150.5k $4.7m | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 150.0k $4.1m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 147.6k $4.0m | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 146.1k $4.0m | — |
| LPL Financial LLC 0.00% of their portfolio | 143.4k $3.9m | — |
| MADDEN SECURITIES Corp 2.26% of their portfolio | 137.0k $3.7m | — |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.59% of their portfolio | 135.5k $3.7m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 133.8k $3.7m | — |
| LGT Group Foundation 0.14% of their portfolio | 132.2k $3.6m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 130.6k $3.6m | — |
| Legal & General Group Plc 0.00% of their portfolio | 130.4k $3.6m | — |
| AE Wealth Management LLC 0.03% of their portfolio | 127.4k $3.5m | — |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 127.3k $3.5m | — |
| Vontobel Holding Ltd. 0.04% of their portfolio | 127.3k $3.5m | — |
| Retirement Systems of Alabama 0.02% of their portfolio | 120.9k $3.3m | — |
| RITHOLTZ WEALTH MANAGEMENT 0.17% of their portfolio | 117.9k $3.2m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 117.2k $3.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 116.6k $3.2m | — |
| Polar Capital Holdings Plc 0.02% of their portfolio | 116.2k $3.2m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 115.8k $3.2m | — |
| Gotham Asset Management, LLC 0.09% of their portfolio | 114.6k $3.1m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 114.4k $3.1m | — |
| Cutter & CO Brokerage, Inc. 1.11% of their portfolio | 109.6k $3.0m | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.11% of their portfolio | 105.1k $2.9m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 104.8k $2.9m | — |
| Twin Tree Management, LP 0.08% of their portfolio | 103.4k $2.8m | — |
| Aequim Alternative Investments LP 0.08% of their portfolio | 96.0k $2.6m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 93.2k $2.5m | — |
| Pearl River Capital, LLC 0.46% of their portfolio | 89.7k $2.4m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 89.5k $2.4m | — |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 88.0k $2.4m | — |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 82.9k $2.3m | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 82.8k $2.3m | — |