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EXA

EXA Corporation
EXA

Delisted

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

36 hedge funds and large institutions have $103M invested in EXA Corporation in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $200K | Put options by funds: $127K

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $100M → $103M (+$2.49M)

3% less funds holding

Funds holding: 3736 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
13
Closed
5
Calls
$200K
Puts
$127K
Net Calls
+$73K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.3M
CCA
2
Conestoga Capital Advisors
Pennsylvania
$13.5M +$5.98M +566,870 +90%
CWAM
3
Columbia Wanger Asset Management
Illinois
$11.8M -$4.75M -450,049 -30%
MRM
4
Michael R. Murphy
$11M +$144K +13,655 +1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$9.52M -$225K -21,340 -2%
OP
6
Osmium Partners
California
$4.75M -$158K -15,000 -3%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$4.4M +$317K +30,000 +8%
WA
8
Wasatch Advisors
Utah
$4.28M -$75.6K -7,168 -2%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$4.17M
KCM
10
Kornitzer Capital Management
Kansas
$2.78M -$359K -34,000 -12%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.98M +$86.5K +8,200 +5%
Ameriprise
12
Ameriprise
Minnesota
$1.29M +$422K +40,000 +54%
VEPM
13
Vista Equity Partners Management
California
$940K +$879K +83,333 New
LAM
14
Lapides Asset Management
Connecticut
$543K +$508K +48,100 New
BCM
15
Bridgeway Capital Management
Texas
$541K
ICAP
16
Independence Capital Asset Partners
Colorado
$507K +$474K +44,926 New
BIT
17
BlackRock Institutional Trust
California
$390K +$19K +1,800 +5%
BFA
18
BlackRock Fund Advisors
California
$381K -$26K -2,465 -7%
Morgan Stanley
19
Morgan Stanley
New York
$322K -$129K -12,250 -30%
ACH
20
ArrowMark Colorado Holdings
Colorado
$317K +$130K +12,340 +78%
Macquarie Group
21
Macquarie Group
Australia
$316K -$127K -12,002 -30%
Renaissance Technologies
22
Renaissance Technologies
New York
$306K +$77K +7,300 +37%
RFC
23
Russell Frank Company
Washington
$267K +$103K +9,800 +71%
KeyBank National Association
24
KeyBank National Association
Ohio
$252K -$75.6K -7,168 -24%
LM
25
Luminus Management
Texas
$212K -$75.1K -7,114 -27%

EXA Hedge Fund Activity: Q3 2014 in Review

36 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in EXA Corporation (EXA) for Q3 2014, worth a combined $103M — up 2.5% from $100M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EXA and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $5.98M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $4.75M.

  • 36 institutional investors held EXA Corporation (EXA) as of Q3 2014, down from 37 in Q2 2014.
  • Funds reported $103M of EXA Corporation stock for Q3 2014, up 2.5% quarter-over-quarter.
  • 4 funds opened new EXA Corporation positions in Q3 2014 and 5 closed out, a net change of -1 holder.
  • The largest EXA Corporation buyer in Q3 2014 was Conestoga Capital Advisors, an estimated $5.98M added.
  • The largest EXA Corporation seller in Q3 2014 was Columbia Wanger Asset Management, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2014.