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CALD

Callidus Software, Inc.
CALD

Delisted

CALD was delisted on the 4th of April, 2018.

152 hedge funds and large institutions have $713M invested in Callidus Software, Inc. in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,356% more call options, than puts

Call options by funds: $873K | Put options by funds: $16K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $514M → $713M (+$199M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

9% more funds holding

Funds holding: 140152 (+12)

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
30
Increased
56
Reduced
49
Closed
16
Calls
$873K
Puts
$16K
Net Calls
+$857K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Guggenheim Capital
Illinois
$165K +$148K +10,120 New
MTIP
127
Magee Thomson Investment Partners
California
$154K +$137K +9,375 New
Citigroup
128
Citigroup
New York
$146K +$92.5K +6,308 +238%
HCC
129
Hirtle Callaghan & Co
Pennsylvania
$114K
Legal & General Group
130
Legal & General Group
United Kingdom
$113K
TDC
131
Thompson Davis & Co
Virginia
$108K +$97.2K +6,625 New
UBS Group
132
UBS Group
Switzerland
$106K +$95.3K +6,497 New
Canada Life
133
Canada Life
Manitoba, Canada
$76K +$68.4K +4,664 New
FMT
134
First Mercantile Trust
Tennessee
$60K -$3.08K -210 -5%
SFU
135
Stonehage Fleming (UK)
United Kingdom
$58K +$14.7K +1,005 +40%
Bank of America
136
Bank of America
North Carolina
$54K -$25.7K -1,751 -35%
First Manhattan
137
First Manhattan
New York
$48K
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$25K +$22.1K +1,507 New
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$23K -$2.71K -185 -12%
BG
140
BlackRock Group
United Kingdom
$21K
BlackRock
141
BlackRock
New York
$18K
IC
142
Intersect Capital
California
$16K +$14.7K +1,000 New
Lazard Asset Management
143
Lazard Asset Management
New York
$12K -$7.7K -525 -41%
Dimensional Fund Advisors
144
Dimensional Fund Advisors
Texas
$8K
MA
145
MUFG Americas
New York
$7K +$2.49K +170 +68%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$6K +$6.09K +415 New
IPC
147
Independent Portfolio Consultants
Florida
$5K +$4.11K +280 New
FAM
148
Formidable Asset Management
Ohio
$3K +$2.93K +200 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$2K
TF
150
Tompkins Financial
New York
$2K +$1.83K +125 New

CALD Hedge Fund Activity: Q4 2014 in Review

152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Callidus Software, Inc. (CALD) for Q4 2014, worth a combined $713M — up 39% from $514M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CALD positions and 16 closed out — a net gain of 14 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $11.8M. The largest seller was RK Capital Management (Colorado), cutting an estimated $7.38M.

  • 152 institutional investors held Callidus Software, Inc. (CALD) as of Q4 2014, up from 140 in Q3 2014.
  • Funds reported $713M of Callidus Software, Inc. stock for Q4 2014, up 39% quarter-over-quarter.
  • 30 funds opened new Callidus Software, Inc. positions in Q4 2014 and 16 closed out, a net change of +14 holders.
  • The largest Callidus Software, Inc. buyer in Q4 2014 was Stifel Financial, an estimated $11.8M added.
  • The largest Callidus Software, Inc. seller in Q4 2014 was RK Capital Management (Colorado), an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2014.