We are live on ! Find out more
ADVS

Advent Software Inc
ADVS

Delisted

ADVS was delisted on the 7th of July, 2015.

170 hedge funds and large institutions have $1.36B invested in Advent Software Inc in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 184170 (-14)

14% less capital invested

Capital invested by funds: $1.57B → $1.36B (-$216M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

79% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.72M

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
75
Reduced
57
Closed
26
Calls
$364K
Puts
$1.72M
Net Calls
-$1.36M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$221M
BAMCO Inc
2
BAMCO Inc
New York
$146M +$8.03M +252,064 +5%
LCOV
3
London Company of Virginia
Virginia
$108M -$756K -23,721 -0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.8M +$2.8M +87,823 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$79.7M -$635K -19,914 -0.7%
JHIU
6
Janus Henderson Investors US
Colorado
$71.2M -$145K -4,553 -0.2%
ClearBridge Investments
7
ClearBridge Investments
New York
$66M +$1.2M +37,750 +2%
BFA
8
BlackRock Fund Advisors
California
$51.6M -$457K -14,335 -0.8%
JP Morgan Chase
9
JP Morgan Chase
New York
$44.7M +$20.3M +636,750 +72%
State Street
10
State Street
Massachusetts
$35.5M -$642K -20,137 -2%
BIT
11
BlackRock Institutional Trust
California
$34.6M -$1.94M -60,980 -5%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$29.9M +$5.11M +160,385 +19%
Northern Trust
13
Northern Trust
Illinois
$25.2M +$292K +9,169 +1%
KCM
14
Kornitzer Capital Management
Kansas
$25.1M -$47.3K -1,485 -0.2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$21.7M +$278K +8,725 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.6M +$7.13M +223,697 +51%
Principal Financial Group
17
Principal Financial Group
Iowa
$16.4M +$173K +5,414 +1%
Norges Bank
18
Norges Bank
Norway
$14.4M
HIM
19
Herald Investment Management
United Kingdom
$12.6M -$319K -10,000 -2%
FCM
20
Frontier Capital Management
Massachusetts
$11.1M -$298K -9,350 -2%
MAA
21
Managed Account Advisors
New Jersey
$10.9M +$1.34M +42,162 +13%
Ameriprise
22
Ameriprise
Minnesota
$10.3M +$198K +6,220 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$10.1M +$11M +344,734 +294,644%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$10M +$727K +22,809 +7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$8.88M -$4.57M -143,338 -32%

ADVS Hedge Fund Activity: Q1 2014 in Review

170 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Advent Software Inc (ADVS) for Q1 2014, worth a combined $1.36B — down 14% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ADVS and 13 opened new positions — a net loss of 13 holders — while 57 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $20.3M. The largest seller was Cortina Asset Management, exiting entirely with an estimated $8.24M sold.

  • 170 institutional investors held Advent Software Inc (ADVS) as of Q1 2014, down from 184 in Q4 2013.
  • Funds reported $1.36B of Advent Software Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 13 funds opened new Advent Software Inc positions in Q1 2014 and 26 closed out, a net change of -13 holders.
  • The largest Advent Software Inc buyer in Q1 2014 was JP Morgan Chase, an estimated $20.3M added.
  • The largest Advent Software Inc seller in Q1 2014 was Cortina Asset Management, an estimated $8.24M sold.

Based on aggregated 13F filings for Q1 2014.