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ADVS

Advent Software Inc
ADVS

Delisted

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

168 hedge funds and large institutions have $1.54B invested in Advent Software Inc in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 54

13% more capital invested

Capital invested by funds: $1.36B → $1.54B (+$181M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 170168 (-2)

52% less call options, than puts

Call options by funds: $326K | Put options by funds: $677K

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
18
Increased
72
Reduced
54
Closed
19
Calls
$326K
Puts
$677K
Net Calls
-$351K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$246M
BAMCO Inc
2
BAMCO Inc
New York
$161M -$216K -7,302 -0.1%
LCOV
3
London Company of Virginia
Virginia
$113M -$6.36M -214,908 -6%
JHIU
4
Janus Henderson Investors US
Colorado
$89.8M +$9.84M +332,263 +14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$88.1M -$365K -12,333 -0.5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$85.7M -$2.5M -84,399 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$73.1M -$72.4K -2,445 -0.1%
BFA
8
BlackRock Fund Advisors
California
$68.4M +$10.1M +340,609 +19%
JP Morgan Chase
9
JP Morgan Chase
New York
$54.7M +$4.65M +157,060 +10%
State Street
10
State Street
Massachusetts
$44.7M +$4.82M +162,744 +13%
BIT
11
BlackRock Institutional Trust
California
$43.6M +$4.72M +159,285 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$35M +$12.1M +408,956 +61%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$33.1M -$141K -4,752 -0.5%
Norges Bank
14
Norges Bank
Norway
$31.9M +$14.5M +489,332 +100%
Northern Trust
15
Northern Trust
Illinois
$25.5M -$2.28M -76,878 -9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$25.2M +$1.07M +35,987 +5%
Principal Financial Group
17
Principal Financial Group
Iowa
$18.1M -$42.8K -1,446 -0.3%
HIM
18
Herald Investment Management
United Kingdom
$14.2M
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$12.7M +$1.38M +46,465 +13%
MAA
20
Managed Account Advisors
New Jersey
$11.9M -$193K -6,523 -2%
Ameriprise
21
Ameriprise
Minnesota
$11.7M +$206K +6,968 +2%
FCM
22
Frontier Capital Management
Massachusetts
$11.7M -$610K -20,590 -5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.6M +$424K +14,306 +4%
MC
24
MIG Capital
California
$10.3M +$444K +15,000 +5%
AAM
25
AMI Asset Management
California
$8.86M +$1.44M +48,793 +22%

ADVS Hedge Fund Activity: Q2 2014 in Review

168 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Advent Software Inc (ADVS) for Q2 2014, worth a combined $1.54B — up 13% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ADVS and 18 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $14.5M. The largest seller was Kornitzer Capital Management, exiting entirely with an estimated $25.1M sold.

  • 168 institutional investors held Advent Software Inc (ADVS) as of Q2 2014, down from 170 in Q1 2014.
  • Funds reported $1.54B of Advent Software Inc stock for Q2 2014, up 13% quarter-over-quarter.
  • 18 funds opened new Advent Software Inc positions in Q2 2014 and 19 closed out, a net change of -1 holder.
  • The largest Advent Software Inc buyer in Q2 2014 was Norges Bank, an estimated $14.5M added.
  • The largest Advent Software Inc seller in Q2 2014 was Kornitzer Capital Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2014.