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120 hedge funds and large institutions have $113M invested in Quad in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

2% less funds holding

Funds holding: 123120 (-3)

10.56% less ownership

Funds ownership: 72.41%61.86% (-11%)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

12% less call options, than puts

Call options by funds: $693K | Put options by funds: $791K

62% less capital invested

Capital invested by funds: $299M → $113M (-$185M)

Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
44
Reduced
40
Closed
26
Calls
$693K
Puts
$791K
Net Calls
-$98K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2M -$6.2M -992,239 -26%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.4M -$134K -21,453 -0.9%
BlackRock
3
BlackRock
New York
$10.2M +$110K +17,617 +0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.04M -$872K -139,475 -8%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.84M -$224K -35,900 -2%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$6.54M -$3.86M -617,879 -31%
MVP
7
Miller Value Partners
Florida
$6.34M +$4.55M +728,375 +116%
Charles Schwab
8
Charles Schwab
California
$4.25M +$1.48M +237,464 +35%
State Street
9
State Street
Massachusetts
$3.88M +$69.6K +11,142 +1%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$3.68M +$482K +77,116 +11%
MOACM
11
Mutual of America Capital Management
New York
$2.8M +$86K +13,766 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.99M -$22.9K -3,661 -0.9%
Millennium Management
13
Millennium Management
New York
$1.84M +$2.46M +393,046 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.83M -$2.46M -394,244 -50%
Northern Trust
15
Northern Trust
Illinois
$1.76M -$158K -25,235 -6%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.69M +$631K +101,000 +39%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.4M +$1.15M +184,568 +159%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.31M -$291K -46,600 -14%
PI
19
Putnam Investments
Massachusetts
$1.3M +$325K +52,000 +23%
Morgan Stanley
20
Morgan Stanley
New York
$1.17M -$347K -55,501 -18%
N
21
Nuveen
North Carolina
$1.16M -$9.62M -1,539,046 -86%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.14M +$1.53M +244,545 New
Invesco
23
Invesco
Georgia
$1.13M +$519 +83 +0%
Prudential Financial
24
Prudential Financial
New Jersey
$1.12M -$203K -32,415 -12%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$922K +$637K +101,879 +107%

QUAD Hedge Fund Activity: Q4 2019 in Review

120 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q4 2019, worth a combined $113M — down 62% from $299M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of QUAD and 23 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 44 added.

The largest buyer was Miller Value Partners, adding an estimated $4.55M. The largest seller was Nuveen, cutting an estimated $9.62M.

  • 120 institutional investors held Quad (QUAD) as of Q4 2019, down from 123 in Q3 2019.
  • Funds reported $113M of Quad stock for Q4 2019, down 62% quarter-over-quarter.
  • 23 funds opened new Quad positions in Q4 2019 and 26 closed out, a net change of -3 holders.
  • The largest Quad buyer in Q4 2019 was Miller Value Partners, an estimated $4.55M added.
  • The largest Quad seller in Q4 2019 was Nuveen, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2019.