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EXA

EXA Corporation
EXA

Delisted

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

37 hedge funds and large institutions have $100M invested in EXA Corporation in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

5% less funds holding

Funds holding: 3937 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $118M → $100M (-$17.3M)

57% less call options, than puts

Call options by funds: $204K | Put options by funds: $478K

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
10
Closed
7
Calls
$204K
Puts
$478K
Net Calls
-$274K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.3M
CWAM
2
Columbia Wanger Asset Management
Illinois
$16.9M -$1.27M -122,332 -8%
MRM
3
Michael R. Murphy
$10.8M +$2.33M +224,863 +31%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$9.74M -$149K -14,343 -2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$7.09M +$463K +44,577 +8%
OP
6
Osmium Partners
California
$4.91M
WA
7
Wasatch Advisors
Utah
$4.35M -$728K -70,111 -15%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$4.16M +$519K +50,000 +16%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$4.05M +$3.74M +360,000 New
KCM
10
Kornitzer Capital Management
Kansas
$3.15M -$187K -18,000 -6%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.88M
EIM
12
Essex Investment Management
Massachusetts
$910K +$839K +80,818 New
Ameriprise
13
Ameriprise
Minnesota
$835K -$1.08M -103,882 -58%
BCM
14
Bridgeway Capital Management
Texas
$540K -$2.08K -200 -0.4%
Morgan Stanley
15
Morgan Stanley
New York
$459K +$94.9K +9,142 +29%
Macquarie Group
16
Macquarie Group
Australia
$450K
BFA
17
BlackRock Fund Advisors
California
$409K +$10.8K +1,040 +3%
BIT
18
BlackRock Institutional Trust
California
$369K +$297K +28,621 +689%
KeyBank National Association
19
KeyBank National Association
Ohio
$332K
LM
20
Luminus Management
Texas
$292K +$13.6K +1,311 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$223K +$39.4K +3,800 +24%
Wells Fargo
22
Wells Fargo
California
$196K +$121K +11,682 +204%
ACH
23
ArrowMark Colorado Holdings
Colorado
$178K +$39.8K +3,837 +32%
Northern Trust
24
Northern Trust
Illinois
$159K +$789 +76 +0.5%
RFC
25
Russell Frank Company
Washington
$136K -$200K -19,285 -58%

EXA Hedge Fund Activity: Q2 2014 in Review

37 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in EXA Corporation (EXA) for Q2 2014, worth a combined $100M — down 15% from $118M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EXA and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 15 added.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $3.74M. The largest seller was Federated Hermes, exiting entirely with an estimated $3.06M sold.

  • 37 institutional investors held EXA Corporation (EXA) as of Q2 2014, down from 39 in Q1 2014.
  • Funds reported $100M of EXA Corporation stock for Q2 2014, down 15% quarter-over-quarter.
  • 6 funds opened new EXA Corporation positions in Q2 2014 and 7 closed out, a net change of -1 holder.
  • The largest EXA Corporation buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $3.74M added.
  • The largest EXA Corporation seller in Q2 2014 was Federated Hermes, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2014.