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436 hedge funds and large institutions have $4.66B invested in Qualys in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 180 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $4.88M

1.19% less ownership

Funds ownership: 99.81%98.62% (-1.2%)

7% less funds holding

Funds holding: 467436 (-31)

11% less capital invested

Capital invested by funds: $5.26B → $4.66B (-$595M)

13% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 180

42% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
436
Holders Change
-31
Holders Change %
-6.64%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
157
Reduced
180
Closed
66
Calls
$28.8M
Puts
$4.88M
Net Calls
+$23.9M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$5.52K +$5.68K +43 New
SAM
402
Smartleaf Asset Management
Massachusetts
$5.46K +$1.06K +8 +24%
VCM
403
Versant Capital Management
Arizona
$5.39K -$1.19K -9 -18%
SCM
404
Sterling Capital Management
North Carolina
$4.88K +$5.02K +38 New
CA
405
Continuum Advisory
Idaho
$4.78K
CPA
406
Capital Performance Advisors
California
$3.98K +$4.09K +31 New
RIM
407
Ranger Investment Management
Texas
$3.73K -$24.7M -186,906 -100%
CFB
408
Cullen/Frost Bankers
Texas
$3.6K -$4.49K -34 -55%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$3.6K +$660 +5 +22%
AWM
410
Avior Wealth Management
Nebraska
$3.47K
RIL
411
Rothschild Investment LLC
Illinois
$2.96K +$2.11K +16 +229%
NMM
412
Naples Money Management
Florida
$2.83K
AFWM
413
Abich Financial Wealth Management
Virginia
$2.7K +$1.32K +10 +91%
BWP
414
Baldwin Wealth Partners
Massachusetts
$2.7K +$2.77K +21 New
LFA
415
LGT Financial Advisors
Texas
$2.31K
WSFS
416
Wilmington Savings Fund Society
Delaware
$2.06K +$2.11K +16 New
PTC
417
Private Trust Company
Ohio
$1.93K
PWMG
418
Private Wealth Management Group
New Jersey
$1.93K +$264 +2 +15%
HI
419
Harbour Investments
Wisconsin
$1.8K -$1.72K -13 -48%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$1.8K -$660 -5 -26%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$1.8K
JWA
422
JFS Wealth Advisors
Pennsylvania
$1.41K -$924 -7 -39%
PWMG
423
Prestige Wealth Management Group
New Jersey
$1.28K
VWM
424
Venturi Wealth Management
Texas
$1.28K +$1.32K +10 New
BIA
425
Bell Investment Advisors
California
$1.16K +$528 +4 +80%