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QADA

QAD Inc.
QADA

Delisted

QADA was delisted on the 4th of November, 2021.

97 hedge funds and large institutions have $652M invested in QAD Inc. in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $569K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more capital invested

Capital invested by funds: $425M → $652M (+$227M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9897 (-1)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
33
Reduced
40
Closed
11
Calls
$1.21M
Puts
$569K
Net Calls
+$637K
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Legato Capital Management
California
$4.63M +$60.1K +1,170 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.38M +$757K +14,740 +27%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.13M -$51 -1 -0%
SAM
29
Silvercrest Asset Management
New York
$4.02M -$560K -10,895 -15%
Morgan Stanley
30
Morgan Stanley
New York
$3.83M +$2.72M +52,914 +692%
Citadel Advisors
31
Citadel Advisors
Florida
$3.33M +$336K +6,543 +14%
RC
32
Roubaix Capital
Colorado
$3.33M +$620K +12,070 +30%
Wells Fargo
33
Wells Fargo
California
$3.28M +$935K +18,207 +54%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$3.15M -$165K -3,212 -6%
N
35
Nuveen
North Carolina
$3.14M +$25.5K +497 +1%
RHJA
36
Rice Hall James & Associates
California
$2.2M -$83.9K -1,634 -4%
EGI
37
EAM Global Investors
California
$2.13M +$1.74M +33,792 New
Prudential Financial
38
Prudential Financial
New Jersey
$1.98M +$847K +16,500 +111%
PPW
39
Parcion Private Wealth
Washington
$1.91M
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.71M
PPA
41
Parametric Portfolio Associates
Washington
$1.71M -$14.7K -287 -1%
Victory Capital Management
42
Victory Capital Management
Texas
$1.66M +$782K +15,222 +138%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.63M -$17K -331 -1%
EI
44
EAM Investors
California
$1.51M +$1.23M +23,972 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45M -$282K -5,500 -19%
Goldman Sachs
46
Goldman Sachs
New York
$1.39M -$180K -3,505 -14%
CS
47
Credit Suisse
Switzerland
$1.28M +$180K +3,496 +21%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.2M +$752K +14,644 +340%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.12M +$1.64K +32 +0.2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.09M -$393K -7,644 -31%

QADA Hedge Fund Activity: Q4 2020 in Review

97 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in QAD Inc. (QADA) for Q4 2020, worth a combined $652M — up 53% from $425M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of QADA and 10 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 33 added.

The largest buyer was Bank of Montreal, adding an estimated $9.44M. The largest seller was Harspring Capital Management, cutting an estimated $2.78M.

  • 97 institutional investors held QAD Inc. (QADA) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $652M of QAD Inc. stock for Q4 2020, up 53% quarter-over-quarter.
  • 10 funds opened new QAD Inc. positions in Q4 2020 and 11 closed out, a net change of -1 holder.
  • The largest QAD Inc. buyer in Q4 2020 was Bank of Montreal, an estimated $9.44M added.
  • The largest QAD Inc. seller in Q4 2020 was Harspring Capital Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2020.