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Q2 Holdings
QTWO

Overview Fund Activity

203 hedge funds and large institutions have $1.42B invested in Q2 Holdings in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
77
Reduced
63
Closed
41
Calls
$566K
Puts
$728K
Net Calls
-$162K
Net Calls Change
-$1.93M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$36.9M
2
WA
2
Wasatch Advisors
Utah
$89.7M
3
Millennium Management
3
Millennium Management
New York
$33.6M
4
P2P
4
Phase 2 Partners
California
$11.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$9.76M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
GCM
2
Geneva Capital Management
Wisconsin
$0
3
CIP
3
Champlain Investment Partners
Vermont
$45.7M
4
Axa
4
Axa
France
$2.19M
5
TCG
5
Tremblant Capital Group
Florida
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
176
Riverview Trust Company
Washington
$11.9K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$10.6K -$2.56K -104 -19%
QCG
178
Quadrant Capital Group
Ohio
$10.4K -$18.9K -768 -64%
FP
179
Financial Perspectives
Minnesota
$7.39K – – –
SFG
180
Steward Financial Group
Texas
$7K – – –
HPC
181
HM Payson & Co
Maine
$5.34K – – –
AAS
182
Ameritas Advisory Services
Nebraska
$4.2K +$4.2K +175 New
PTC
183
Private Trust Company
Ohio
$4.19K -$1.11K -45 -21%
CFB
184
Cullen/Frost Bankers
Texas
$3.87K +$3.87K +157 New
PA
185
Parallel Advisors
California
$3.6K -$38.4K -1,558 -91%
AF
186
Allworth Financial
California
$3.52K -$10.3K -417 -74%
HNB
187
Huntington National Bank
Ohio
$3.52K +$3.52K +143 New
EWA
188
EverSource Wealth Advisors
Alabama
$3.27K -$8.22K -334 -72%
QL
189
Quarry LP
New York
$2.91K -$4.75K -193 -62%
MCM
190
Manchester Capital Management
Vermont
$2.54K +$1.16K +47 +84%
BTI
191
Blue Trust Inc
Georgia
$2K +$2K +57 New
FCA
192
FinTrust Capital Advisors
South Carolina
$1.99K – – –
LC
193
Lindbrook Capital
California
$1.87K -$14.6K -592 -89%
HI
194
Harbour Investments
Wisconsin
$1.48K – – –
BWL
195
Bogart Wealth LLC
Virginia
$1.35K +$1.35K +55 New
WTA
196
Washington Trust Advisors
Massachusetts
$1.26K – – –
BIA
197
Bell Investment Advisors
California
$961 -$2.88K -117 -75%
IAIM
198
International Assets Investment Management
Florida
$837 +$837 +34 New
GWS
199
Glassman Wealth Services
Virginia
$763 -$369 -15 -33%
ASN
200
Advisory Services Network
Georgia
$492 +$492 +20 New
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