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MDLA

Medallia, Inc.
MDLA

Delisted

MDLA was delisted on the 28th of October, 2021.

192 hedge funds and large institutions have $4.82B invested in Medallia, Inc. in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more capital invested

Capital invested by funds: $3.79B → $4.82B (+$1.03B)

12% more funds holding

Funds holding: 172192 (+20)

20% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $20.8M

Holders
192
Holders Change
+20
Holders Change %
+11.63%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
55
Increased
74
Reduced
44
Closed
34
Calls
$16.6M
Puts
$20.8M
Net Calls
-$4.17M
Net Calls Change
+$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
101
Summitry LLC
California
$1.01M +$967K +30,344 New
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$983K +$459K +14,381 +95%
Truist Financial
103
Truist Financial
North Carolina
$953K +$266K +8,358 +41%
SO
104
STRS Ohio
Ohio
$930K +$893K +28,006 New
Invesco
105
Invesco
Georgia
$919K +$125K +3,910 +16%
OAM
106
Oppenheimer Asset Management
New York
$905K -$352K -11,034 -29%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$838K -$1.41M -44,224 -64%
AWM
108
Alterna Wealth Management
Texas
$831K +$797K +25,000 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$829K -$2.46M -77,037 -76%
HIM
110
Herald Investment Management
United Kingdom
$824K
BWA
111
Bordeaux Wealth Advisors
California
$820K +$787K +24,690 New
PI
112
PEAK6 Investments
Illinois
$786K +$448K +14,040 +146%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$757K
ASRS
114
Arizona State Retirement System
Arizona
$748K -$13.5K -423 -2%
LIP
115
Liontrust Investment Partners
United Kingdom
$714K +$685K +21,500 New
OC
116
Oppenheimer & Co
New York
$629K -$512K -16,071 -46%
DA
117
Duality Advisers
Florida
$626K -$1.03M -32,227 -63%
ACM
118
AlphaCrest Capital Management
New York
$625K +$599K +18,800 New
Morgan Stanley
119
Morgan Stanley
New York
$620K -$271K -8,513 -31%
PA
120
Parallel Advisors
California
$618K +$593K +18,606 New
LCS
121
Levin Capital Strategies
New York
$598K +$574K +18,000 New
AB
122
Amalgamated Bank
New York
$585K +$22.2K +695 +4%
MFA
123
Mayflower Financial Advisors
Massachusetts
$532K +$510K +16,000 New
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$522K +$156K +4,900 +45%
Victory Capital Management
125
Victory Capital Management
Texas
$516K +$51.4K +1,613 +12%

MDLA Hedge Fund Activity: Q4 2020 in Review

192 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Medallia, Inc. (MDLA) for Q4 2020, worth a combined $4.82B — up 27% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MDLA positions and 34 closed out — a net gain of 21 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $72.1M. The largest seller was Tran Capital Management, exiting entirely with an estimated $22.7M sold.

  • 192 institutional investors held Medallia, Inc. (MDLA) as of Q4 2020, up from 172 in Q3 2020.
  • Funds reported $4.82B of Medallia, Inc. stock for Q4 2020, up 27% quarter-over-quarter.
  • 55 funds opened new Medallia, Inc. positions in Q4 2020 and 34 closed out, a net change of +21 holders.
  • The largest Medallia, Inc. buyer in Q4 2020 was Wellington Management Group, an estimated $72.1M added.
  • The largest Medallia, Inc. seller in Q4 2020 was Tran Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2020.