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QADB

QAD Inc. Class B
QADB

Delisted

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

19 hedge funds and large institutions have $7.14M invested in QAD Inc. Class B in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $4.42M → $7.14M (+$2.71M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1819 (+1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$2.79M +$2.3M +174,310 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.31M +$4.69K +355 +0.4%
SM
3
Simcah Management
North Carolina
$1.23M +$1.02M +77,096 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$554K +$11.8K +893 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$511K
BIT
6
BlackRock Institutional Trust
California
$484K -$10.2K -772 -2%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$165K
RCM
8
Rutabaga Capital Management
Massachusetts
$33K
BA
9
BlackRock Advisors
Delaware
$16K
TRCT
10
Tower Research Capital (TRC)
New York
$10K +$7.06K +535 +535%
Morgan Stanley
11
Morgan Stanley
New York
$10K +$7.95K +602 New
BIM
12
BlackRock Investment Management
Delaware
$8K
EARNEST Partners
13
EARNEST Partners
Georgia
$6K +$4.62K +350 New
U
14
UBS
Switzerland
$3K -$5.95K -451 -69%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 +$2.36K +179 New
RAM
16
Roumell Asset Management
Maryland
-$1.67M -148,535 Closed
OP
17
Osmium Partners
California
-$567K -50,417 Closed
PCM
18
Prelude Capital Management
New York
-$13K -1,178 Closed
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
-$1.52K -135 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$911 -69 -99%
Wells Fargo
21
Wells Fargo
California
+$26 +2 +200%

QADB Hedge Fund Activity: Q4 2013 in Review

19 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in QAD Inc. Class B (QADB) for Q4 2013, worth a combined $7.14M — up 61% from $4.42M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QADB positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $2.3M. The largest seller was Roumell Asset Management, exiting entirely with an estimated $1.67M sold.

  • 19 institutional investors held QAD Inc. Class B (QADB) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $7.14M of QAD Inc. Class B stock for Q4 2013, up 61% quarter-over-quarter.
  • 5 funds opened new QAD Inc. Class B positions in Q4 2013 and 4 closed out, a net change of +1 holder.
  • The largest QAD Inc. Class B buyer in Q4 2013 was Nantahala Capital Management, an estimated $2.3M added.
  • The largest QAD Inc. Class B seller in Q4 2013 was Roumell Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2013.