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Q2 Holdings

111 hedge funds and large institutions have $817M invested in Q2 Holdings in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $1.43M

3.65% more ownership

Funds ownership: 84.13%87.78% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

5% less capital invested

Capital invested by funds: $859M → $817M (-$41.7M)

8% less funds holding

Funds holding: 120111 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
14
Increased
40
Reduced
40
Closed
23
Calls
$2.45M
Puts
$1.43M
Net Calls
+$1.03M
Net Calls Change
+$375K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$43K +$28.9K +1,347 +294%
IA
102
IFP Advisors
Florida
$31K +$7.51K +350 +350%
SEI Investments
103
SEI Investments
Pennsylvania
$21K -$8.63K -402 -31%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$15K -$1.91K -89 -13%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$10K
QCG
106
Quadrant Capital Group
Ohio
$6K +$5.37K +250 New
MTIP
107
Magee Thomson Investment Partners
California
$5K -$945 -44 -15%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$4K -$14.2K -660 -78%
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.97K +185 New
Geode Capital Management
110
Geode Capital Management
Massachusetts
$3.48K +$24.5K +1,140 +0.8%
N
111
Nuveen
North Carolina
$1.74K -$903K -42,059 -37%
Lord, Abbett & Co
112
Lord, Abbett & Co
New Jersey
-$7.18M -272,463 Closed
PC
113
Pier Capital
Connecticut
-$5.76M -218,609 Closed
Invesco
114
Invesco
Georgia
-$1.57M -59,720 Closed
CWM
115
Cabot Wealth Management
Massachusetts
-$1.42M -53,898 Closed
Two Sigma Investments
116
Two Sigma Investments
New York
-$975K -36,957 Closed
GIPM
117
G2 Investment Partners Management
New York
-$827K -31,360 Closed
PCM
118
Palisade Capital Management
New Jersey
-$670K -25,400 Closed
Millennium Management
119
Millennium Management
New York
-$634K -24,046 Closed
Two Sigma Advisers
120
Two Sigma Advisers
New York
-$393K -14,900 Closed
Marshall Wace
121
Marshall Wace
United Kingdom
-$375K -14,223 Closed
DCM
122
Dupont Capital Management
Delaware
-$359K -13,609 Closed
QSS
123
Quantitative Systematic Strategies
Florida
-$305K -11,426 Closed
ARTA
124
A.R.T. Advisors
New York
-$297K -11,265 Closed
BCM
125
Bienville Capital Management
New York
-$209K -7,910 Closed

QTWO Hedge Fund Activity: Q1 2016 in Review

111 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Q2 Holdings (QTWO) for Q1 2016, worth a combined $817M — down 4.9% from $859M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of QTWO and 14 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 40 added.

The largest buyer was Jennison Associates, adding an estimated $18.8M. The largest seller was Battery Partners IX, cutting an estimated $8.67M.

  • 111 institutional investors held Q2 Holdings (QTWO) as of Q1 2016, down from 120 in Q4 2015.
  • Funds reported $817M of Q2 Holdings stock for Q1 2016, down 4.9% quarter-over-quarter.
  • 14 funds opened new Q2 Holdings positions in Q1 2016 and 23 closed out, a net change of -9 holders.
  • The largest Q2 Holdings buyer in Q1 2016 was Jennison Associates, an estimated $18.8M added.
  • The largest Q2 Holdings seller in Q1 2016 was Battery Partners IX, an estimated $8.67M sold.

Based on aggregated 13F filings for Q1 2016.