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MODN

MODEL N, INC.

Delisted

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

69 hedge funds and large institutions have $201M invested in MODEL N, INC. in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

21% more call options, than puts

Call options by funds: $305K | Put options by funds: $253K

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $168M → $201M (+$33.4M)

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
18
Closed
10
Calls
$305K
Puts
$253K
Net Calls
+$52K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1
RGM Capital
Florida
$25.9M +$1.24M +116,345 +5%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$25.4M +$262K +24,576 +1%
RG
3
Redmile Group
California
$20.8M +$4.53M +424,881 +29%
AC
4
Amici Capital
New York
$14.8M +$2.38M +223,300 +20%
PCM
5
Penn Capital Management
Pennsylvania
$14.1M +$5.38M +504,990 +66%
SFM
6
Soros Fund Management
New York
$11.9M +$7.46M +700,000 +191%
EA
7
Emerald Advisers
Pennsylvania
$8.07M +$655K +61,419 +9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.73M +$2.46M +231,178 +50%
SI
9
SQN Investors
California
$7.39M +$7.06M +661,851 New
Renaissance Technologies
10
Renaissance Technologies
New York
$7.25M +$3.75M +352,000 +118%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.72M +$40K +3,750 +0.6%
PCM
12
Portolan Capital Management
Massachusetts
$6.29M +$3.85M +361,273 +179%
BFA
13
BlackRock Fund Advisors
California
$6.26M +$170K +15,943 +3%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$2.91M +$195K +18,294 +8%
PCM
15
Palisade Capital Management
New Jersey
$2.83M +$576K +54,000 +27%
BIT
16
BlackRock Institutional Trust
California
$2.69M +$354K +33,196 +16%
Northern Trust
17
Northern Trust
Illinois
$2.54M +$90K +8,443 +4%
RFC
18
Russell Frank Company
Washington
$2.36M -$55.8K -5,230 -2%
State Street
19
State Street
Massachusetts
$2.27M +$225K +21,086 +12%
RA
20
Royce & Associates
New York
$2.22M +$320K +30,000 +18%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$1.92M +$923K +86,614 +101%
IL
22
Investure LLC
Virginia
$1.49M -$11.2M -1,051,772 -89%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.2M +$1.14M +107,309 New
GIP
24
Granite Investment Partners
California
$1.16M -$121K -11,347 -10%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.13M

MODN Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MODEL N, INC. (MODN) for Q4 2015, worth a combined $201M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MODN positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Soros Fund Management, adding an estimated $7.46M. The largest seller was Investure LLC, cutting an estimated $11.2M.

  • 69 institutional investors held MODEL N, INC. (MODN) as of Q4 2015, up from 68 in Q3 2015.
  • Funds reported $201M of MODEL N, INC. stock for Q4 2015, up 20% quarter-over-quarter.
  • 12 funds opened new MODEL N, INC. positions in Q4 2015 and 10 closed out, a net change of +2 holders.
  • The largest MODEL N, INC. buyer in Q4 2015 was Soros Fund Management, an estimated $7.46M added.
  • The largest MODEL N, INC. seller in Q4 2015 was Investure LLC, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2015.