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108 hedge funds and large institutions have $57.8M invested in Quad in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

5.08% less ownership

Funds ownership: 61.86%56.77% (-5.1%)

10% less funds holding

Funds holding: 120108 (-12)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

45% less call options, than puts

Call options by funds: $203K | Put options by funds: $367K

49% less capital invested

Capital invested by funds: $113M → $57.8M (-$55.5M)

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
37
Closed
26
Calls
$203K
Puts
$367K
Net Calls
-$164K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.84M +$1.25M +282,628 +10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.16M +$15.7K +3,563 +0.1%
BlackRock
3
BlackRock
New York
$5.79M +$509K +115,297 +5%
MVP
4
Miller Value Partners
Florida
$4.4M +$1.71M +388,388 +29%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.22M +$742K +168,218 +11%
LSV Asset Management
6
LSV Asset Management
Illinois
$3.62M -$120K -27,300 -2%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$3.44M -$146K -33,200 -2%
Charles Schwab
8
Charles Schwab
California
$2.97M +$1.2M +271,178 +30%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.81M +$1.45M +327,996 +84%
State Street
10
State Street
Massachusetts
$1.64M -$788K -178,621 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.48M +$1M +226,700 +63%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.12M +$88K +19,955 +5%
Northern Trust
13
Northern Trust
Illinois
$1.02M +$121K +27,474 +7%
Goldman Sachs
14
Goldman Sachs
New York
$727K +$480K +108,737 +60%
N
15
Nuveen
North Carolina
$665K +$68.8K +15,583 +6%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K -$106K -24,000 -9%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$640K +$277K +62,862 +33%
Prudential Financial
18
Prudential Financial
New Jersey
$563K -$69.9K -15,844 -7%
Invesco
19
Invesco
Georgia
$536K -$125K -28,308 -12%
Osaic Holdings
20
Osaic Holdings
Arizona
$517K +$906K +205,276 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$515K +$14K +3,171 +2%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$503K -$198K -44,946 -18%
WAM
23
Wolverine Asset Management
Illinois
$473K +$602K +136,470 +266%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$351K +$302K +68,500 +97%
PPA
25
Parametric Portfolio Associates
Washington
$347K +$6.47K +1,467 +1%

QUAD Hedge Fund Activity: Q1 2020 in Review

108 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2020, worth a combined $57.8M — down 49% from $113M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of QUAD and 16 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 37 added.

The largest buyer was Miller Value Partners, adding an estimated $1.71M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $3.68M sold.

  • 108 institutional investors held Quad (QUAD) as of Q1 2020, down from 120 in Q4 2019.
  • Funds reported $57.8M of Quad stock for Q1 2020, down 49% quarter-over-quarter.
  • 16 funds opened new Quad positions in Q1 2020 and 26 closed out, a net change of -10 holders.
  • The largest Quad buyer in Q1 2020 was Miller Value Partners, an estimated $1.71M added.
  • The largest Quad seller in Q1 2020 was Mirae Asset Global Investments, an estimated $3.68M sold.

Based on aggregated 13F filings for Q1 2020.