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QADB

QAD Inc. Class B
QADB

Delisted

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

25 hedge funds and large institutions have $14.9M invested in QAD Inc. Class B in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

27% more capital invested

Capital invested by funds: $11.8M → $14.9M (+$3.2M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

9% more funds holding

Funds holding: 2325 (+2)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TM
1
Tikvah Management
North Carolina
$3.43M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.15M -$22.7K -610 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.3M
CL
4
CSS LLC
Illinois
$1.53M +$55.4K +1,488 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.16M
BlackRock
6
BlackRock
New York
$1.03M
BAMCO Inc
7
BAMCO Inc
New York
$810K -$360K -9,661 -33%
BCM
8
Bridgeway Capital Management
Texas
$352K
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$304K
ACH
10
ArrowMark Colorado Holdings
Colorado
$261K
Fidelity Investments
11
Fidelity Investments
Massachusetts
$214K +$197K +5,290 New
CG
12
Cutler Group
California
$199K -$42.1K -1,130 -19%
PAM
13
Panagora Asset Management
Massachusetts
$62K -$3.72K -100 -6%
AG
14
Advisor Group
Arizona
$61K +$62.9K +1,689 +16,890%
TRCT
15
Tower Research Capital (TRC)
New York
$39K +$36.5K +981 +943%
William Blair & Company
16
William Blair & Company
Illinois
$18K
Deutsche Bank
17
Deutsche Bank
Germany
$14K +$14.9K +400 New
EARNEST Partners
18
EARNEST Partners
Georgia
$10K
QI
19
QS Investors
New York
$5K
UBS Group
20
UBS Group
Switzerland
$4K
Morgan Stanley
21
Morgan Stanley
New York
$1K +$670 +18 +1,800%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
-$13K -410 Closed
Wells Fargo
23
Wells Fargo
California
+$37 +1 +10%
Bank of America
24
Bank of America
North Carolina
+$372 +10 New

QADB Hedge Fund Activity: Q2 2018 in Review

25 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in QAD Inc. Class B (QADB) for Q2 2018, worth a combined $14.9M — up 27% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QADB positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $197K. The largest seller was BAMCO Inc, cutting an estimated $360K.

  • 25 institutional investors held QAD Inc. Class B (QADB) as of Q2 2018, up from 23 in Q1 2018.
  • Funds reported $14.9M of QAD Inc. Class B stock for Q2 2018, up 27% quarter-over-quarter.
  • 3 funds opened new QAD Inc. Class B positions in Q2 2018 and 1 closed out, a net change of +2 holders.
  • The largest QAD Inc. Class B buyer in Q2 2018 was Fidelity Investments, an estimated $197K added.
  • The largest QAD Inc. Class B seller in Q2 2018 was BAMCO Inc, an estimated $360K sold.

Based on aggregated 13F filings for Q2 2018.