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DATA

Tableau Software, Inc.
DATA

Delisted

DATA was delisted on the 31st of July, 2019.

256 hedge funds and large institutions have $4.6B invested in Tableau Software, Inc. in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $106M | Put options by funds: $63.4M

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

5% more funds holding

Funds holding: 243256 (+13)

6% less capital invested

Capital invested by funds: $4.9B → $4.6B (-$301M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
59
Increased
99
Reduced
65
Closed
46
Calls
$106M
Puts
$63.4M
Net Calls
+$43.1M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Clear Perspective Advisors
Illinois
$7K
FIB
227
First Interstate Bank
Montana
$7K
ASN
228
Advisory Services Network
Georgia
$7K +$7.35K +100 New
CAL
229
Capital Analysts LLC
Pennsylvania
$7K +$7.35K +100 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.23K
SQA
231
Simon Quick Advisors
New Jersey
$6K +$5.29K +72 New
MWM
232
Mascoma Wealth Management
New Hampshire
$5K -$18.8K -255 -80%
IWM
233
IHT Wealth Management
Illinois
$5K +$1.54K +21 +42%
DCM
234
Delpha Capital Management
New York
$5K +$5.37K +73 New
IA
235
IFP Advisors
Florida
$4K -$11.9K -162 -74%
NCM
236
Nelson Capital Management
California
$4K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$4K +$735 +10 +22%
IWP
238
Icon Wealth Partners
Texas
$4K +$4.63K +63 New
GAM
239
Gemmer Asset Management
California
$3K
HR
240
Howe & Rusling
New York
$3K
IF
241
Ironwood Financial
Arizona
$3K
LJHT
242
Laurie J. Hall Trustee
$3K
THWM
243
Taylor Hoffman Wealth Management
Virginia
$3K +$3.68K +50 New
OFW
244
Omnia Family Wealth
Florida
$2K -$4.63K -63 -69%
WA
245
Winfield Associates
Ohio
$2K
WEC
246
Winslow Evans & Crocker
Massachusetts
$1.04K +$1.18K +16 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$1K
LWA
248
Lowe Wealth Advisors
Maryland
$1K
QCG
249
Quadrant Capital Group
Ohio
$1K
1IA
250
1834 Investment Advisors
Wisconsin
$1K +$735 +10 New

DATA Hedge Fund Activity: Q4 2017 in Review

256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tableau Software, Inc. (DATA) for Q4 2017, worth a combined $4.6B — down 6.1% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DATA positions and 46 closed out — a net gain of 13 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Artisan Partners, adding an estimated $44.2M. The largest seller was Coatue Management, exiting entirely with an estimated $64.9M sold.

  • 256 institutional investors held Tableau Software, Inc. (DATA) as of Q4 2017, up from 243 in Q3 2017.
  • Funds reported $4.6B of Tableau Software, Inc. stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 59 funds opened new Tableau Software, Inc. positions in Q4 2017 and 46 closed out, a net change of +13 holders.
  • The largest Tableau Software, Inc. buyer in Q4 2017 was Artisan Partners, an estimated $44.2M added.
  • The largest Tableau Software, Inc. seller in Q4 2017 was Coatue Management, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2017.