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464 hedge funds and large institutions have $7.44B invested in Qualys in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 146 increasing their positions, 173 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $6.12M

188% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.47B → $7.44B (+$1.97B)

14% more funds holding

Funds holding: 408464 (+56)

5.62% more ownership

Funds ownership: 97.44%103.06% (+5.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 173

Holders
464
Holders Change
+56
Holders Change %
+13.73%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
95
Increased
146
Reduced
173
Closed
33
Calls
$49.1M
Puts
$6.12M
Net Calls
+$43M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
401
Fairfield, Bush & Co
Connecticut
$44.8K +$39.9K +228 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$44K -$35K -200 -47%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$38.3K
PFPT
404
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.3K
NA
405
NewEdge Advisors
Louisiana
$34.3K -$1.4K -8 -4%
JWM
406
Janiczek Wealth Management
Colorado
$32.4K
BTI
407
Blue Trust Inc
Georgia
$32K +$25.2K +144 +218%
HCM
408
Hollencrest Capital Management
California
$30.6K +$27.3K +156 New
MSWM
409
McGlone Suttner Wealth Management
Wisconsin
$30.4K +$27.1K +155 New
PAS
410
Point72 Asia (Singapore)
Singapore
$29.8K +$26.6K +152 New
BLC
411
Brown, Lisle/Cummings
Rhode Island
$21.6K
W
412
WealthCollab
Washington
$21K +$18.7K +107 New
OA
413
Operose Advisors
Wisconsin
$20.6K
WTG
414
West Tower Group
Virginia
$19.6K +$17.5K +100 New
AS
415
Altshuler Shaham
Israel
$19.4K -$8.57K -49 -33%
UB
416
UMB Bank
Missouri
$17.1K
SWM
417
Spire Wealth Management
Virginia
$15.9K
FFA
418
Farther Finance Advisors
California
$15.3K +$3.67K +21 +37%
QCG
419
Quadrant Capital Group
Ohio
$13.7K +$1.57K +9 +15%
FHA
420
First Horizon Advisors
Tennessee
$13.3K +$1.4K +8 +13%
LA
421
LM Advisors
California
$12.3K +$10.8K +62 New
PIM
422
Plato Investment Management
Australia
$12K +$10.7K +61 New
IHWM
423
Iron Horse Wealth Management
Iowa
$11.8K
EWA
424
EverSource Wealth Advisors
Alabama
$11.8K +$6.47K +37 +161%
GFPC
425
Global Financial Private Client
Florida
$11K