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89 hedge funds and large institutions have $72.8M invested in Quad in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $811K

28% more capital invested

Capital invested by funds: $56.9M → $72.8M (+$15.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

3% more funds holding

Funds holding: 8689 (+3)

2.53% more ownership

Funds ownership: 40.88%43.41% (+2.5%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
25
Closed
12
Calls
$1.41M
Puts
$811K
Net Calls
+$603K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$11.2K
TRCT
77
Tower Research Capital (TRC)
New York
$10K +$1.78K +404 +20%
Group One Trading
78
Group One Trading
Illinois
$8.99K -$27.4K -6,206 -75%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$7.52K +$7.73K +1,753 New
Barrow, Hanley, Mewhinney & Strauss
80
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.49K -$525 -119 -6%
Federated Hermes
81
Federated Hermes
Pennsylvania
$7.27K +$1.01K +229 +16%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$4.66K +$2.32K +527 +94%
Osaic Holdings
83
Osaic Holdings
Arizona
$4.53K -$2.42K -548 -34%
BAM
84
Belpointe Asset Management
Nevada
$4.29K
CT
85
Caldwell Trust
Florida
$4.29K
WAS
86
Winch Advisory Services
Wisconsin
$4K
CCM
87
Chilton Capital Management
Texas
$644 +$661 +150 New
AF
88
Advisornet Financial
Minnesota
$43
HNB
89
Huntington National Bank
Ohio
$4
AQR Capital Management
90
AQR Capital Management
Connecticut
-$454K -111,373 Closed
OC
91
Oarsman Capital
Wisconsin
-$212K -52,000 Closed
IA
92
IAM Advisory
Pennsylvania
-$40.8K -10,000 Closed
RPCA
93
Running Point Capital Advisors
California
-$40.8K -10,000 Closed
IA
94
IFP Advisors
Florida
-$61K -3,114 Closed
WAM
95
WFA Asset Management
Wisconsin
-$6.79K -1,665 Closed
Simplex Trading
96
Simplex Trading
Illinois
-$6.42K -1,455 Closed
FHA
97
First Horizon Advisors
Tennessee
-$1.15K -281 Closed
Citigroup
98
Citigroup
New York
-$894 -219 Closed
CAS
99
Coppell Advisory Solutions
Texas
-$265 -65 Closed
CASC
100
Coppell Advisory Solutions Corp
Texas
-$265 -65 Closed