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ADVS

Advent Software Inc
ADVS

Delisted

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

199 hedge funds and large institutions have $2.06B invested in Advent Software Inc in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

44% more capital invested

Capital invested by funds: $1.43B → $2.06B (+$628M)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

3% more funds holding

Funds holding: 193199 (+6)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

70% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $5.23M

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
5.3%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
55
Increased
54
Reduced
65
Closed
47
Calls
$1.59M
Puts
$5.23M
Net Calls
-$3.64M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$186M -$31.1M -756,674 -15%
LCOV
2
London Company of Virginia
Virginia
$152M +$5.73M +139,250 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$140M +$5.61M +136,267 +4%
BFA
4
BlackRock Fund Advisors
California
$107M +$3.12M +75,902 +3%
JHIU
5
Janus Henderson Investors US
Colorado
$88.5M -$37.3M -906,235 -31%
WIC
6
Water Island Capital
New York
$88.4M +$82.4M +2,003,039 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$86.6M +$80.8M +1,963,039 New
JP Morgan Chase
8
JP Morgan Chase
New York
$83.2M -$2.23M -54,263 -3%
State Street
9
State Street
Massachusetts
$67M +$3.95M +95,935 +7%
BIT
10
BlackRock Institutional Trust
California
$60.7M +$166K +4,031 +0.3%
ACM
11
Apex Capital Management
Ohio
$55.1M +$5.14M +124,878 +11%
Renaissance Technologies
12
Renaissance Technologies
New York
$45.8M +$32.7M +795,100 +327%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$41.3M +$731K +17,777 +2%
Northern Trust
14
Northern Trust
Illinois
$41M -$962K -23,392 -2%
GF
15
Gabelli Funds
New York
$36.9M +$34.5M +837,600 New
AA
16
AQR Arbitrage
Connecticut
$35.8M +$33.4M +812,593 New
Morgan Stanley
17
Morgan Stanley
New York
$28.4M +$10M +243,254 +61%
AAM
18
Alpine Associates Management
Florida
$27.8M +$25.9M +629,851 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.2M -$34.5M -839,689 -58%
Norges Bank
20
Norges Bank
Norway
$25.7M -$1.56M -37,898 -6%
MAA
21
Managed Account Advisors
New Jersey
$25.7M -$848K -20,598 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$25M -$479K -11,648 -2%
Barclays
23
Barclays
United Kingdom
$24.6M +$22.8M +552,944 +10,650%
MF
24
Magnetar Financial
Illinois
$20.6M +$19.2M +467,815 New
OAC
25
OMERS Administration Corp
Ontario, Canada
$20.6M +$19.2M +467,000 New

ADVS Hedge Fund Activity: Q1 2015 in Review

199 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Advent Software Inc (ADVS) for Q1 2015, worth a combined $2.06B — up 44% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ADVS positions and 47 closed out — a net gain of 8 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Water Island Capital, opening a new position worth an estimated $82.4M. The largest seller was Neuberger Berman Group, cutting an estimated $101M.

  • 199 institutional investors held Advent Software Inc (ADVS) as of Q1 2015, up from 193 in Q4 2014.
  • Funds reported $2.06B of Advent Software Inc stock for Q1 2015, up 44% quarter-over-quarter.
  • 55 funds opened new Advent Software Inc positions in Q1 2015 and 47 closed out, a net change of +8 holders.
  • The largest Advent Software Inc buyer in Q1 2015 was Water Island Capital, an estimated $82.4M added.
  • The largest Advent Software Inc seller in Q1 2015 was Neuberger Berman Group, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2015.