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Teradata

431 hedge funds and large institutions have $6.01B invested in Teradata in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

1% more funds holding

Funds holding: 428431 (+3)

1.54% less ownership

Funds ownership: 96.39%94.85% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 164

20% less capital invested

Capital invested by funds: $7.55B → $6.01B (-$1.54B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

80% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $76.2M

Holders
431
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
59
Increased
139
Reduced
164
Closed
53
Calls
$15.2M
Puts
$76.2M
Net Calls
-$61M
Net Calls Change
-$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
376
Winslow Evans & Crocker
Massachusetts
$26.5K -$2.05K -47 -7%
HCC
377
Hirtle Callaghan & Co
Pennsylvania
$24K
LNB
378
Ledyard National Bank
$24K +$349 +8 +1%
DBT
379
Dubuque Bank & Trust
Iowa
$24K +$25.1K +575 +5,750%
SAMC
380
Shinko Asset Management Company
Japan
$23K -$10.2K -233 -29%
MFS
381
MSI Financial Services
Massachusetts
$22K
CFSG
382
Community Financial Services Group
Vermont
$19K
MCM
383
Manchester Capital Management
Vermont
$18K -$8.21K -188 -30%
RFS
384
Rockefeller Financial Services
New York
$18K +$19.6K +449 New
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
MIM
386
Macroview Investment Management
Maryland
$17K +$4.85K +111 +35%
JIR
387
James Investment Research
Ohio
$16K
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$16K +$829 +19 +5%
FA
389
Financial Advantage
Maryland
$16K +$8.73K +200 +100%
BRWA
390
B. Riley Wealth Advisors
Florida
$14.6K +$15.8K +363 New
CIM
391
Contravisory Investment Management
Massachusetts
$14K
FBT
392
Founders Bank & Trust
Michigan
$14K
ClearBridge Investments
393
ClearBridge Investments
New York
$12K +$524 +12 +4%
CAW
394
Cornerstone Advisors (Washington)
Washington
$11K -$175 -4 -1%
GI
395
Gradient Investments
Minnesota
$9K +$9.21K +211 +10,550%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$8.04K +$8.73K +200 New
W
397
Wealthfront
California
$8K -$12.7K -292 -58%
GAM
398
Gemmer Asset Management
California
$8K
NES
399
New England Securities
New York
$8K
OSNBOA
400
Old Second National Bank of Aurora
Illinois
$8K

TDC Hedge Fund Activity: Q2 2014 in Review

431 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Teradata (TDC) for Q2 2014, worth a combined $6.01B — down 20% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TDC positions and 53 closed out — a net gain of 6 holders — while 139 added to existing stakes and 164 trimmed.

The largest buyer was Fairpointe Capital, opening a new position worth an estimated $207M. The largest seller was Janus Henderson Investors US, cutting an estimated $305M.

  • 431 institutional investors held Teradata (TDC) as of Q2 2014, up from 428 in Q1 2014.
  • Funds reported $6.01B of Teradata stock for Q2 2014, down 20% quarter-over-quarter.
  • 59 funds opened new Teradata positions in Q2 2014 and 53 closed out, a net change of +6 holders.
  • The largest Teradata buyer in Q2 2014 was Fairpointe Capital, an estimated $207M added.
  • The largest Teradata seller in Q2 2014 was Janus Henderson Investors US, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2014.