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SREV

ServiceSource International, Inc.

Delisted

SREV was delisted on the 20th of July, 2022.

103 hedge funds and large institutions have $577M invested in ServiceSource International, Inc. in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,414% more call options, than puts

Call options by funds: $22M | Put options by funds: $874K

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $570M → $577M (+$6.4M)

18% less funds holding

Funds holding: 125103 (-22)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
103
Holders Change
-22
Holders Change %
-17.6%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
40
Reduced
34
Closed
34
Calls
$22M
Puts
$874K
Net Calls
+$21.1M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.1M +$5.99M +712,400 +7%
UBS AM
2
UBS AM
Illinois
$72.7M -$1.24M -148,119 -2%
ClearBridge Investments
3
ClearBridge Investments
New York
$42M +$2.74M +325,616 +7%
WA
4
Wasatch Advisors
Utah
$28.5M -$3.34M -397,319 -11%
Primecap Management
5
Primecap Management
California
$24.6M +$24.5M +2,913,568 New
KCM
6
Kornitzer Capital Management
Kansas
$23.2M -$453K -53,915 -2%
PCM
7
Penn Capital Management
Pennsylvania
$19.2M +$4.52M +538,341 +31%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$19.2M -$23.6M -2,804,727 -55%
William Blair & Company
9
William Blair & Company
Illinois
$17.8M +$4.31M +512,627 +32%
RC
10
RGM Capital
Florida
$16M +$15.9M +1,892,689 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$14.6M +$1.11M +131,654 +8%
BIT
12
BlackRock Institutional Trust
California
$14.2M +$401K +47,693 +3%
BFA
13
BlackRock Fund Advisors
California
$13M +$253K +30,151 +2%
TRSOTSOK
14
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M -$2.78M -331,100 -19%
KI
15
Kalmar Investments
Delaware
$11.1M +$4.75M +565,794 +76%
RA
16
Royce & Associates
New York
$9.91M +$840K +100,000 +9%
SRFM
17
Shannon River Fund Management
New York
$9.11M +$9.06M +1,078,900 New
State Street
18
State Street
Massachusetts
$8.94M +$253K +30,076 +3%
PGCM
19
Prescott Group Capital Management
Oklahoma
$8.94M
WMSA
20
Weiss Multi-Strategy Advisers
New York
$8.36M -$210K -25,000 -2%
WC
21
Weatherbie Capital
Massachusetts
$7.36M -$2.34M -279,019 -24%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.31M +$4.76M +566,733 +189%
OCM
23
OMT Capital Management
California
$6.92M +$2.22M +264,160 +48%
Northern Trust
24
Northern Trust
Illinois
$6.58M -$525K -62,511 -7%
KCM
25
Kennedy Capital Management
Missouri
$5.41M +$3M +357,056 +126%

SREV Hedge Fund Activity: Q1 2014 in Review

103 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in ServiceSource International, Inc. (SREV) for Q1 2014, worth a combined $577M — up 1.1% from $570M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SREV and 14 opened new positions — a net loss of 20 holders — while 34 trimmed existing stakes and 40 added.

The largest buyer was Primecap Management, opening a new position worth an estimated $24.5M. The largest seller was Wellington Management Group, cutting an estimated $23.6M.

  • 103 institutional investors held ServiceSource International, Inc. (SREV) as of Q1 2014, down from 125 in Q4 2013.
  • Funds reported $577M of ServiceSource International, Inc. stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 14 funds opened new ServiceSource International, Inc. positions in Q1 2014 and 34 closed out, a net change of -20 holders.
  • The largest ServiceSource International, Inc. buyer in Q1 2014 was Primecap Management, an estimated $24.5M added.
  • The largest ServiceSource International, Inc. seller in Q1 2014 was Wellington Management Group, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2014.