We are live on ! Find out more

93 hedge funds and large institutions have $65.7M invested in Quad in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 54.47%53.94% (-0.52%)

8% less capital invested

Capital invested by funds: $71.2M → $65.7M (-$5.48M)

8% less funds holding

Funds holding: 10193 (-8)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

53% less call options, than puts

Call options by funds: $93K | Put options by funds: $197K

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
34
Closed
12
Calls
$93K
Puts
$197K
Net Calls
-$104K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.58M -$185K -55,794 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.46M -$71.8K -21,709 -0.9%
BlackRock
3
BlackRock
New York
$6.83M -$551K -166,386 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.12M -$322K -97,400 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$4.44M +$15.9K +4,800 +0.3%
Charles Schwab
6
Charles Schwab
California
$4M +$376K +113,602 +9%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$3.75M +$35.9K +10,860 +0.9%
MVP
8
Miller Value Partners
Florida
$3.44M
Renaissance Technologies
9
Renaissance Technologies
New York
$2.8M +$436K +131,800 +17%
State Street
10
State Street
Massachusetts
$1.99M +$91.8K +27,759 +4%
BCM
11
Bridgeway Capital Management
Texas
$1.6M +$563K +170,300 +48%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.45M +$31.6K +9,563 +2%
Northern Trust
13
Northern Trust
Illinois
$1.13M -$45.2K -13,657 -4%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$986K
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$788K +$124K +37,361 +17%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$674K +$112K +33,792 +18%
Invesco
17
Invesco
Georgia
$659K -$20.1K -6,061 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$653K +$6.12K +1,850 +0.9%
Prudential Financial
19
Prudential Financial
New Jersey
$646K -$22.5K -6,788 -3%
WAM
20
Wolverine Asset Management
Illinois
$572K
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$511K -$160K -48,397 -22%
N
22
Nuveen
North Carolina
$492K -$115K -34,815 -18%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$484K -$61.2K -18,500 -10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$463K -$17.3K -5,214 -3%
Morgan Stanley
25
Morgan Stanley
New York
$460K +$453K +136,799 +923%

QUAD Hedge Fund Activity: Q3 2020 in Review

93 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q3 2020, worth a combined $65.7M — down 7.7% from $71.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of QUAD and 4 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 26 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $563K. The largest seller was BlackRock, cutting an estimated $551K.

  • 93 institutional investors held Quad (QUAD) as of Q3 2020, down from 101 in Q2 2020.
  • Funds reported $65.7M of Quad stock for Q3 2020, down 7.7% quarter-over-quarter.
  • 4 funds opened new Quad positions in Q3 2020 and 12 closed out, a net change of -8 holders.
  • The largest Quad buyer in Q3 2020 was Bridgeway Capital Management, an estimated $563K added.
  • The largest Quad seller in Q3 2020 was BlackRock, an estimated $551K sold.

Based on aggregated 13F filings for Q3 2020.