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QADB

QAD Inc. Class B
QADB

Delisted

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

22 hedge funds and large institutions have $9.27M invested in QAD Inc. Class B in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

57% more capital invested

Capital invested by funds: $5.92M → $9.27M (+$3.36M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2122 (+1)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TM
1
Tikvah Management
North Carolina
$2.19M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.06M -$5.38K -234 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.37M +$220K +9,574 +22%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$938K +$29.2K +1,271 +4%
BAMCO Inc
5
BAMCO Inc
New York
$894K +$459K +20,000 +133%
BIT
6
BlackRock Institutional Trust
California
$715K
PGCM
7
Prescott Group Capital Management
Oklahoma
$481K +$432K +18,812 New
BCM
8
Bridgeway Capital Management
Texas
$222K +$200K +8,700 New
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$202K +$181K +7,900 New
CG
10
Cutler Group
California
$57K +$43.9K +1,911 +540%
BA
11
BlackRock Advisors
Delaware
$26K
RCM
12
Rutabaga Capital Management
Massachusetts
$25K
UBS Group
13
UBS Group
Switzerland
$22K +$16.9K +737 +609%
Creative Planning
14
Creative Planning
Kansas
$20K +$18.4K +800 New
JIC
15
Joel Isaacson & Co
New York
$13K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10K
BFA
17
BlackRock Fund Advisors
California
$6K
BIM
18
BlackRock Investment Management
Delaware
$6K
EARNEST Partners
19
EARNEST Partners
Georgia
$6K
TRCT
20
Tower Research Capital (TRC)
New York
$4K -$8.27K -360 -68%
ACH
21
ArrowMark Colorado Holdings
Colorado
-$94K -4,831 Closed
PCR
22
Potrero Capital Research
California
-$92K -4,704 Closed
Bank of America
23
Bank of America
North Carolina
-$2K -86 Closed
Wells Fargo
24
Wells Fargo
California
+$23 +1 +13%

QADB Hedge Fund Activity: Q4 2016 in Review

22 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in QAD Inc. Class B (QADB) for Q4 2016, worth a combined $9.27M — up 57% from $5.92M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QADB positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.

The largest buyer was BAMCO Inc, adding an estimated $459K. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $94K sold.

  • 22 institutional investors held QAD Inc. Class B (QADB) as of Q4 2016, up from 21 in Q3 2016.
  • Funds reported $9.27M of QAD Inc. Class B stock for Q4 2016, up 57% quarter-over-quarter.
  • 4 funds opened new QAD Inc. Class B positions in Q4 2016 and 3 closed out, a net change of +1 holder.
  • The largest QAD Inc. Class B buyer in Q4 2016 was BAMCO Inc, an estimated $459K added.
  • The largest QAD Inc. Class B seller in Q4 2016 was ArrowMark Colorado Holdings, an estimated $94K sold.

Based on aggregated 13F filings for Q4 2016.