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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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$181K -$5.2K -140 -2%
HI
152
Harbour Investments
Wisconsin
$168K +$223K +6,017 New
LSA
153
Leonteq Securities AG
Switzerland
$131K +$174K +4,695 New
Credit Agricole
154
Credit Agricole
France
$129K +$172K +4,626 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$121K +$65K +1,751 +67%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$115K -$300K -8,079 -66%
PAM
157
Panagora Asset Management
Massachusetts
$111K +$148K +3,986 New
Osaic Holdings
158
Osaic Holdings
Arizona
$104K +$12.9K +348 +11%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$89K
MC
160
Maverick Capital
Texas
$87K +$115K +3,106 New
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$73K +$91.6K +2,468 +1,624%
GAAM
162
Guinness Atkinson Asset Management
California
$71K +$84.8K +2,286 +900%
SWM
163
Spire Wealth Management
Virginia
$67K +$89.1K +2,400 New
BWL
164
Bogart Wealth LLC
Virginia
$59K -$149K -4,016 -66%
Simplex Trading
165
Simplex Trading
Illinois
$46K +$62K +1,671 New
Lazard Asset Management
166
Lazard Asset Management
New York
$41K +$55.2K +1,487 New
APA
167
American Portfolios Advisors
New York
$40.6K +$26.2K +707 +94%
NG
168
NWK Group
California
$40K +$53.8K +1,450 New
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$35K -$4.9K -132 -9%
SFS
170
Sowell Financial Services
Arkansas
$29K -$28.3K -762 -41%
EWM
171
Endurance Wealth Management
Rhode Island
$28K +$37.1K +1,000 New
MAM
172
Meeder Asset Management
Ohio
$28K +$37.2K +1,001 +5,268%
FC
173
FORA Capital
Florida
$27K -$330K -8,899 -90%
HDIM
174
Hanson & Doremus Investment Management
Vermont
$18K +$24.4K +657 New
TRCT
175
Tower Research Capital (TRC)
New York
$13K -$81.2K -2,187 -82%

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.