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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 $4B invested in Medallia, Inc. in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0% more funds holding

Funds holding: 192192 (0)

17% less capital invested

Capital invested by funds: $4.82B → $4B (-$820M)

32% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $15.1M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
192
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
38
Increased
75
Reduced
62
Closed
35
Calls
$10.2M
Puts
$15.1M
Net Calls
-$4.9M
Net Calls Change
-$728K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Empirical Wealth Management
Washington
$930K +$1.24M +33,344 New
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$912K +$24.1K +650 +2%
Dimensional Fund Advisors
103
Dimensional Fund Advisors
Texas
$905K +$745K +20,083 +162%
Truist Financial
104
Truist Financial
North Carolina
$841K +$56.3K +1,516 +5%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$818K -$54.2K -1,460 -5%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$798K +$1.06M +28,600 New
SWA
107
Stratos Wealth Advisors
Ohio
$791K -$923K -24,878 -47%
OAM
108
Oppenheimer Asset Management
New York
$789K +$39.2K +1,056 +4%
AC
109
Allstate Corporation
Illinois
$751K -$131K -3,529 -12%
HighTower Advisors
110
HighTower Advisors
Illinois
$728K +$968K +26,094 New
Russell Investments Group
111
Russell Investments Group
United Kingdom
$696K
HIM
112
Herald Investment Management
United Kingdom
$695K
BWA
113
Bordeaux Wealth Advisors
California
$689K
GC
114
Guggenheim Capital
Illinois
$684K +$910K +24,523 New
GWM
115
Geneos Wealth Management
Colorado
$671K
VF
116
Virtu Financial
New York
$661K +$880K +23,713 New
ASRS
117
Arizona State Retirement System
Arizona
$657K +$38.6K +1,039 +5%
DTL
118
Dynamic Technology Lab
Singapore
$649K +$427K +11,506 +98%
TFA
119
TPG Financial Advisors
Oregon
$579K +$771K +20,773 New
ACM
120
AlphaCrest Capital Management
New York
$575K +$66.8K +1,800 +10%
ASN
121
Advisory Services Network
Georgia
$537K +$672K +18,116 +1,584%
QT
122
Quantbot Technologies
New York
$522K +$695K +18,717 New
OC
123
Oppenheimer & Co
New York
$477K -$67.5K -1,818 -10%
AB
124
Amalgamated Bank
New York
$463K -$37.7K -1,016 -6%
MFA
125
Mayflower Financial Advisors
Massachusetts
$446K

MDLA Hedge Fund Activity: Q1 2021 in Review

192 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Medallia, Inc. (MDLA) for Q1 2021, worth a combined $4B — down 17% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDLA positions and 35 closed out — a net gain of 3 holders — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $50.1M. The largest seller was Fred Alger Management, cutting an estimated $89.7M.

  • 192 institutional investors held Medallia, Inc. (MDLA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $4B of Medallia, Inc. stock for Q1 2021, down 17% quarter-over-quarter.
  • 38 funds opened new Medallia, Inc. positions in Q1 2021 and 35 closed out, a net change of +3 holders.
  • The largest Medallia, Inc. buyer in Q1 2021 was Champlain Investment Partners, an estimated $50.1M added.
  • The largest Medallia, Inc. seller in Q1 2021 was Fred Alger Management, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2021.