We are live on ! Find out more
EXA

EXA Corporation
EXA

Delisted

EXA was delisted on the 16th of November, 2017.

39 hedge funds and large institutions have $118M invested in EXA Corporation in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

26% more funds holding

Funds holding: 3139 (+8)

4% less capital invested

Capital invested by funds: $122M → $118M (-$4.46M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $394K

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
9
Reduced
13
Closed
4
Calls
Puts
$394K
Net Calls
-$394K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.3M
CWAM
2
Columbia Wanger Asset Management
Illinois
$21.5M -$31.5K -2,220 -0.1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$11.7M -$1.97M -138,960 -14%
MRM
4
Michael R. Murphy
$9.73M -$319K -22,490 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$7.76M +$1.44M +101,461 +21%
WA
6
Wasatch Advisors
Utah
$6.05M -$429K -30,289 -6%
OP
7
Osmium Partners
California
$5.79M -$831K -58,637 -12%
SONJCPFA
8
State of New Jersey Common Pension Fund A
New Jersey
$4.64M -$142K -10,000 -3%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$4.24M +$3.33M +234,630 +276%
KCM
10
Kornitzer Capital Management
Kansas
$3.95M +$487K +34,360 +13%
Federated Hermes
11
Federated Hermes
Pennsylvania
$3.06M -$2.55M -179,708 -44%
Ameriprise
12
Ameriprise
Minnesota
$2.36M -$183K -12,910 -7%
Vanguard Group
13
Vanguard Group
Pennsylvania
$2.22M +$213K +15,051 +10%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$1.58M -$793K -55,961 -32%
BCM
15
Bridgeway Capital Management
Texas
$639K +$269K +19,000 +65%
BG
16
BlackRock Group
United Kingdom
$553K +$591K +41,721 New
Macquarie Group
17
Macquarie Group
Australia
$530K
BFA
18
BlackRock Fund Advisors
California
$467K +$88.5K +6,241 +22%
Morgan Stanley
19
Morgan Stanley
New York
$420K +$398K +28,057 +791%
KeyBank National Association
20
KeyBank National Association
Ohio
$391K
RFC
21
Russell Frank Company
Washington
$377K
U
22
UBS
Switzerland
$335K +$358K +25,242 New
LM
23
Luminus Management
Texas
$326K +$46.9K +3,308 +16%
PAM
24
Panagora Asset Management
Massachusetts
$277K +$297K +20,919 New
CS
25
Credit Suisse
Switzerland
$251K +$269K +18,957 New

EXA Hedge Fund Activity: Q1 2014 in Review

39 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in EXA Corporation (EXA) for Q1 2014, worth a combined $118M — down 3.7% from $122M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EXA positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $3.33M. The largest seller was Federated Hermes, cutting an estimated $2.55M.

  • 39 institutional investors held EXA Corporation (EXA) as of Q1 2014, up from 31 in Q4 2013.
  • Funds reported $118M of EXA Corporation stock for Q1 2014, down 3.7% quarter-over-quarter.
  • 12 funds opened new EXA Corporation positions in Q1 2014 and 4 closed out, a net change of +8 holders.
  • The largest EXA Corporation buyer in Q1 2014 was Baillie Gifford & Co, an estimated $3.33M added.
  • The largest EXA Corporation seller in Q1 2014 was Federated Hermes, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2014.