We are live on ! Find out more

455 hedge funds and large institutions have $6.16B invested in Qualys in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $41.8M

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

8% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 179

2% less funds holding

Funds holding: 464455 (-9)

2.8% less ownership

Funds ownership: 103.06%100.26% (-2.8%)

17% less capital invested

Capital invested by funds: $7.44B → $6.16B (-$1.28B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
62
Increased
164
Reduced
179
Closed
67
Calls
$48.4M
Puts
$41.8M
Net Calls
+$6.66M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
401
Brown, Lisle/Cummings
Rhode Island
$18.4K
AWM
402
Avior Wealth Management
Nebraska
$18K +$14.3K +81 +300%
W
403
WealthCollab
Washington
$17.9K
OA
404
Operose Advisors
Wisconsin
$17.5K
HCM
405
Hollencrest Capital Management
California
$16.7K -$9.89K -56 -36%
UB
406
UMB Bank
Missouri
$16K +$1.59K +9 +10%
CA
407
Clearstead Advisors
Ohio
$15.3K +$10.2K +58 +129%
Mitsubishi UFJ Asset Management
408
Mitsubishi UFJ Asset Management
Japan
$13.7K +$10.9K +62 +310%
SWM
409
Spire Wealth Management
Virginia
$13.5K
FFA
410
Farther Finance Advisors
California
$13.2K +$177 +1 +1%
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$12K -$312K -1,767 -96%
NC
412
NewSquare Capital
Pennsylvania
$10.8K -$3.35M -18,945 -100%
QCG
413
Quadrant Capital Group
Ohio
$10.7K -$1.06K -6 -9%
PIM
414
Plato Investment Management
Australia
$10.2K
AIM
415
Anchor Investment Management
South Carolina
$10.2K +$10.8K +61 New
IHWM
416
Iron Horse Wealth Management
Iowa
$10K
FHA
417
First Horizon Advisors
Tennessee
$9.51K -$1.94K -11 -16%
GFPC
418
Global Financial Private Client
Florida
$9.37K
ME
419
McIlrath & Eck
Washington
$9.18K +$7.06K +40 +267%
AF
420
Allworth Financial
California
$9.18K +$8.12K +46 +511%
CAM
421
Close Asset Management
United Kingdom
$9K +$9.71K +55 New
PCFFS
422
Pacific Center for Financial Services
California
$8.68K +$9.18K +52 New
Bessemer Group
423
Bessemer Group
New Jersey
$8K
CMBA
424
C.M. Bidwell & Associates
Hawaii
$7.84K
VCM
425
Versant Capital Management
Arizona
$7.01K