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MODN

MODEL N, INC.

Delisted

MODN was delisted on the 26th of June, 2024.

174 hedge funds and large institutions have $946M invested in MODEL N, INC. in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

36% more call options, than puts

Call options by funds: $522K | Put options by funds: $383K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 177174 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

32% less capital invested

Capital invested by funds: $1.39B → $946M (-$445M)

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
76
Reduced
51
Closed
26
Calls
$522K
Puts
$383K
Net Calls
+$139K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
Nicholas Company
Wisconsin
$6.93M +$999K +33,650 +13%
Charles Schwab
27
Charles Schwab
California
$6.67M +$94.2K +3,174 +1%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$6.37M +$2.55M +85,999 +49%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$6.07M -$76.5K -2,577 -1%
OAM
30
Oberweis Asset Management
Illinois
$5.89M +$1.38M +46,612 +24%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$5.53M -$1.06M -35,591 -14%
KFO
32
Kopp Family Office
Minnesota
$5.48M
Morgan Stanley
33
Morgan Stanley
New York
$5.31M +$1.74M +58,455 +37%
Bank of America
34
Bank of America
North Carolina
$5.29M +$832K +28,033 +15%
Ameriprise
35
Ameriprise
Minnesota
$5.07M -$194K -6,540 -3%
OAM
36
Ophir Asset Management
Australia
$4.31M -$224K -7,546 -4%
EAM
37
Eagle Asset Management
Florida
$4.3M -$129K -4,354 -2%
RHJA
38
Rice Hall James & Associates
California
$3.98M -$34.1K -1,147 -0.7%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$3.89M -$2.59M -87,200 -35%
Federated Hermes
40
Federated Hermes
Pennsylvania
$3.68M -$6.58M -221,534 -60%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$3.66M +$48.5K +1,634 +1%
SBH
42
Segall Bryant & Hamill
Illinois
$3.57M -$1.34M -45,199 -24%
HA
43
Homestead Advisers
Virginia
$3.29M
MAM
44
Madison Asset Management
Wisconsin
$3.17M +$324K +10,903 +9%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$3.03M +$89.9K +3,026 +2%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.89M -$3.02M -101,870 -46%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2.75M +$2.95M +99,241 +1,325%
Goldman Sachs
48
Goldman Sachs
New York
$2.6M +$648K +21,821 +26%
CSS
49
Cubist Systematic Strategies
Connecticut
$2.52M +$3.07M +103,362 New
SEI Investments
50
SEI Investments
Pennsylvania
$2.15M +$286K +9,647 +12%

MODN Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MODEL N, INC. (MODN) for Q3 2023, worth a combined $946M — down 32% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MODN and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 76 added.

The largest buyer was Neuberger Berman Group, adding an estimated $22.4M. The largest seller was Fred Alger Management, exiting entirely with an estimated $30.1M sold.

  • 174 institutional investors held MODEL N, INC. (MODN) as of Q3 2023, down from 177 in Q2 2023.
  • Funds reported $946M of MODEL N, INC. stock for Q3 2023, down 32% quarter-over-quarter.
  • 23 funds opened new MODEL N, INC. positions in Q3 2023 and 26 closed out, a net change of -3 holders.
  • The largest MODEL N, INC. buyer in Q3 2023 was Neuberger Berman Group, an estimated $22.4M added.
  • The largest MODEL N, INC. seller in Q3 2023 was Fred Alger Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2023.