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MODN

MODEL N, INC.

Delisted

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

112 hedge funds and large institutions have $499M invested in MODEL N, INC. in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

55% more call options, than puts

Call options by funds: $17K | Put options by funds: $11K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $429M → $499M (+$69.9M)

2% more funds holding

Funds holding: 110112 (+2)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
21
Increased
49
Reduced
27
Closed
17
Calls
$17K
Puts
$11K
Net Calls
+$6K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.8M +$7.41M +402,691 +21%
FLAM
2
First Light Asset Management
Minnesota
$42.5M +$53.9K +2,926 +0.1%
TI
3
Trigran Investments
Illinois
$39.2M -$430K -23,345 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.6M +$4.7M +255,281 +20%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$25.4M +$3.83M +208,147 +19%
PCM
6
Portolan Capital Management
Massachusetts
$24.4M +$1.58M +86,108 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$23.2M +$2.24M +121,700 +11%
ACH
8
ArrowMark Colorado Holdings
Colorado
$22.8M +$463K +25,156 +2%
FCM
9
Frontier Capital Management
Massachusetts
$17.4M -$2.35M -127,618 -13%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$14.6M +$13.8M +750,649 New
State Street
11
State Street
Massachusetts
$13.1M +$1.6M +87,008 +15%
EA
12
Emerald Advisers
Pennsylvania
$12.9M -$347K -18,873 -3%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.7M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.1M +$903K +49,073 +9%
N
15
Nuveen
North Carolina
$8.76M +$8.27M +449,349 New
GIPM
16
G2 Investment Partners Management
New York
$8.67M +$8.19M +444,758 New
CAM
17
Cortina Asset Management
Wisconsin
$7.86M -$55.2K -3,001 -0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.07M +$982K +53,368 +17%
American Century Companies
19
American Century Companies
Missouri
$7.05M +$240K +13,049 +4%
GGPE
20
Golden Gate Private Equity
California
$6.96M
Allianz Asset Management
21
Allianz Asset Management
Germany
$6.79M +$138K +7,489 +2%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$6.6M -$3.07M -166,653 -33%
Northern Trust
23
Northern Trust
Illinois
$6.33M +$146K +7,952 +3%
DACG
24
Donor Advised Charitable Giving
California
$5.84M
SBH
25
Segall Bryant & Hamill
Illinois
$5.18M +$244K +13,243 +5%

MODN Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MODEL N, INC. (MODN) for Q2 2019, worth a combined $499M — up 16% from $429M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MODN positions and 17 closed out — a net gain of 4 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $13.8M. The largest seller was Fidelity Investments, exiting entirely with an estimated $15.4M sold.

  • 112 institutional investors held MODEL N, INC. (MODN) as of Q2 2019, up from 110 in Q1 2019.
  • Funds reported $499M of MODEL N, INC. stock for Q2 2019, up 16% quarter-over-quarter.
  • 21 funds opened new MODEL N, INC. positions in Q2 2019 and 17 closed out, a net change of +4 holders.
  • The largest MODEL N, INC. buyer in Q2 2019 was Neuberger Berman Group, an estimated $13.8M added.
  • The largest MODEL N, INC. seller in Q2 2019 was Fidelity Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2019.