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101 hedge funds and large institutions have $87.5M invested in Quad in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,245% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $22K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $62.4M → $87.5M (+$25.1M)

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

11% more funds holding

Funds holding: 91101 (+10)

3.12% more ownership

Funds ownership: 42.69%45.81% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
30
Reduced
24
Closed
13
Calls
$2.06M
Puts
$22K
Net Calls
+$2.03M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.1M +$729K +139,079 +7%
BlackRock
2
BlackRock
New York
$10.2M -$505K -96,406 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.81M +$35.1K +6,699 +0.4%
MVP
4
Miller Value Partners
Florida
$8.07M
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.91M +$2.48M +474,090 +43%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.32M -$20.4K -3,900 -0.4%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.9M +$91.7K +17,500 +2%
BCM
8
Bridgeway Capital Management
Texas
$3.1M +$27.3K +5,206 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.07M +$44.9K +8,564 +1%
State Street
10
State Street
Massachusetts
$2.16M -$1.49K -285 -0.1%
American Century Companies
11
American Century Companies
Missouri
$1.94M +$455K +86,799 +29%
Goldman Sachs
12
Goldman Sachs
New York
$1.49M +$1.09M +207,614 +235%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$1.4M +$572K +109,150 +65%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.31M -$276K -52,720 -17%
Northern Trust
15
Northern Trust
Illinois
$1.3M +$17.3K +3,309 +1%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.22M +$360K +68,787 +39%
EF
17
Empowered Funds
Pennsylvania
$1.04M +$88.6K +16,906 +9%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$988K +$12.7K +2,425 +1%
Marshall Wace
19
Marshall Wace
United Kingdom
$785K +$818K +156,112 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$756K -$23.7K -4,528 -3%
Morgan Stanley
21
Morgan Stanley
New York
$739K +$490K +93,447 +175%
N
22
Nuveen
North Carolina
$645K
RWM
23
Ritholtz Wealth Management
New York
$635K +$296K +56,476 +81%
OF
24
Outfitter Financial
Maine
$541K -$9.17K -1,750 -2%
SO
25
STRS Ohio
Ohio
$518K -$168K -32,000 -24%

QUAD Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q3 2023, worth a combined $87.5M — up 40% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QUAD positions and 13 closed out — a net gain of 11 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.48M. The largest seller was Barclays, cutting an estimated $1.06M.

  • 101 institutional investors held Quad (QUAD) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $87.5M of Quad stock for Q3 2023, up 40% quarter-over-quarter.
  • 24 funds opened new Quad positions in Q3 2023 and 13 closed out, a net change of +11 holders.
  • The largest Quad buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.48M added.
  • The largest Quad seller in Q3 2023 was Barclays, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2023.