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MODN

MODEL N, INC.

Delisted

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

65 hedge funds and large institutions have $144M invested in MODEL N, INC. in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $1.84M

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $113M → $144M (+$31.2M)

18% more funds holding

Funds holding: 5565 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
34
Reduced
13
Closed
5
Calls
$10.4M
Puts
$1.84M
Net Calls
+$8.55M
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$37M -$266K -26,013 -0.8%
FWM
2
Flatbush Watermill Management
New York
$22.1M
RC
3
RGM Capital
Florida
$15.4M +$994K +97,227 +8%
RG
4
Redmile Group
California
$15M +$5.18M +506,500 +59%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$7.34M +$1.87M +183,357 +38%
BFA
6
BlackRock Fund Advisors
California
$5.28M +$2.58M +251,943 +112%
AC
7
Amici Capital
New York
$4.4M +$1.52M +148,345 +59%
PCM
8
Portolan Capital Management
Massachusetts
$3.53M +$365K +35,740 +13%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.5M +$440K +43,032 +16%
BIT
10
BlackRock Institutional Trust
California
$3.2M +$991K +96,928 +50%
Goldman Sachs
11
Goldman Sachs
New York
$2.5M -$1.5M -146,241 -39%
MSA
12
Mason Street Advisors
Wisconsin
$1.94M +$305K +29,820 +20%
GIPM
13
G2 Investment Partners Management
New York
$1.94M +$1.79M +175,533 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.93M +$107K +10,490 +6%
RA
15
Royce & Associates
New York
$1.37M +$224K +21,887 +21%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.32M +$854K +83,572 +232%
TC
17
TFS Capital
Pennsylvania
$1.2M +$644K +63,018 +139%
State Street
18
State Street
Massachusetts
$1.08M +$19.6K +1,916 +2%
Northern Trust
19
Northern Trust
Illinois
$1.04M +$2.83K +277 +0.3%
NFA
20
Nationwide Fund Advisors
Ohio
$913K +$456K +44,613 +117%
JP Morgan Chase
21
JP Morgan Chase
New York
$904K +$836K +81,734 New
Renaissance Technologies
22
Renaissance Technologies
New York
$886K +$820K +80,200 New
TCIM
23
TIAA CREF Investment Management
New York
$849K +$448K +43,845 +133%
Group One Trading
24
Group One Trading
Illinois
$827K -$764K -74,728 -50%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$751K +$290K +28,367 +72%

MODN Hedge Fund Activity: Q2 2014 in Review

65 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MODEL N, INC. (MODN) for Q2 2014, worth a combined $144M — up 28% from $113M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MODN positions and 5 closed out — a net gain of 10 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Redmile Group, adding an estimated $5.18M. The largest seller was Goldman Sachs, cutting an estimated $1.5M.

  • 65 institutional investors held MODEL N, INC. (MODN) as of Q2 2014, up from 55 in Q1 2014.
  • Funds reported $144M of MODEL N, INC. stock for Q2 2014, up 28% quarter-over-quarter.
  • 15 funds opened new MODEL N, INC. positions in Q2 2014 and 5 closed out, a net change of +10 holders.
  • The largest MODEL N, INC. buyer in Q2 2014 was Redmile Group, an estimated $5.18M added.
  • The largest MODEL N, INC. seller in Q2 2014 was Goldman Sachs, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2014.