Medallia, Inc.
MDLA
MDLA was delisted on the 28th of October, 2021.
137 hedge funds and large institutions have $2.25B invested in Medallia, Inc. in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 20 closing their positions.
237% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 19
95% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more funds holding
Funds holding: 120 → 137 (+17)
18% less call options, than puts
Call options by funds: $3.73M | Put options by funds: $4.56M
18% less capital invested
Capital invested by funds: $2.75B → $2.25B (-$501M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$161M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$127M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$94.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$34.4M |
| 5 |
BlackRock
New York
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RGM Capital
Naples,
Florida
|
-$29.7M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$25.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16M |
| 4 |
BAMCO Inc
New York
|
-$10.9M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$9.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Dimensional Fund Advisors
Austin,
Texas
| – | -$238K | -7,647 | Closed |
|
|
MSFP
152
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$19K | -600 | Closed |
|
|
AS
153
Altshuler Shaham
Tel Aviv,
Israel
| – | -$18K | -587 | Closed |
|
|
OSAM
154
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -34 | Closed |
|
|
TWA
155
TCI Wealth Advisors
Tucson,
Arizona
| – | +$619 | +23 | New |
|
MDLA Hedge Fund Activity: Q1 2020 in Review
137 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Medallia, Inc. (MDLA) for Q1 2020, worth a combined $2.25B — down 18% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MDLA positions and 20 closed out — a net gain of 19 holders — while 64 added to existing stakes and 19 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was RGM Capital, cutting an estimated $29.7M.
- 137 institutional investors held Medallia, Inc. (MDLA) as of Q1 2020, up from 120 in Q4 2019.
- Funds reported $2.25B of Medallia, Inc. stock for Q1 2020, down 18% quarter-over-quarter.
- 39 funds opened new Medallia, Inc. positions in Q1 2020 and 20 closed out, a net change of +19 holders.
- The largest Medallia, Inc. buyer in Q1 2020 was JP Morgan Chase, an estimated $161M added.
- The largest Medallia, Inc. seller in Q1 2020 was RGM Capital, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2020.