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XM

Qualtrics International Inc. Class A Common Stock

Delisted

XM was delisted on the 27th of June, 2023.

165 hedge funds and large institutions have $3.4B invested in Qualtrics International Inc. Class A Common Stock in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

15% more capital invested

Capital invested by funds: $2.95B → $3.4B (+$446M)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 164165 (+1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $53.5M

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
55
Reduced
45
Closed
39
Calls
$26.5M
Puts
$53.5M
Net Calls
-$27M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$17K
MIM
152
Macroview Investment Management
Maryland
$10K +$10.2K +241 New
US Bancorp
153
US Bancorp
Minnesota
$8K -$22K -519 -73%
ADL
154
Asset Dedication LLC
California
$5K
DFCM
155
Dark Forest Capital Management
Puerto Rico
$5K +$5.37K +127 New
NFSG
156
Newbridge Financial Services Group
Florida
$4K
CFA
157
Carroll Financial Associates
North Carolina
$3K +$550 +13 +21%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14K +$2.12K +50 New
GGHC
159
Gilder Gagnon Howe & Co
New York
$2K -$6.83M -161,370 -100%
GWM
160
Geneos Wealth Management
Colorado
$2K
Bessemer Group
161
Bessemer Group
New Jersey
$2K +$1.65K +39 New
BWM
162
Baystate Wealth Management
Massachusetts
$1K +$1.27K +30 New
Walleye Capital
163
Walleye Capital
New York
$946 +$393K +9,281 +72%
PI
164
Putnam Investments
Massachusetts
-$41.2M -1,078,181 Closed
SIAU
165
SB Investment Advisers (UK)
United Kingdom
-$30.6M -800,000 Closed
Point72 Asset Management
166
Point72 Asset Management
Connecticut
-$20.8M -543,400 Closed
PCH
167
Polar Capital Holdings
United Kingdom
-$14.4K -376,834 Closed
BCP
168
Berylson Capital Partners
Massachusetts
-$10.7M -279,000 Closed
SCM
169
Segantii Capital Management
Hong Kong
-$10.5M -275,000 Closed
Millennium Management
170
Millennium Management
New York
-$6.33M -165,577 Closed
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
-$4.77M -124,282 Closed
Alyeska Investment Group
172
Alyeska Investment Group
Illinois
-$4.59M -120,000 Closed
WP
173
Woodline Partners
California
-$2.5M -65,325 Closed
CCM
174
Cinctive Capital Management
New York
-$2.39M -62,500 Closed
Marshall Wace
175
Marshall Wace
United Kingdom
-$1.57M -41,013 Closed

XM Hedge Fund Activity: Q3 2021 in Review

165 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q3 2021, worth a combined $3.4B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XM positions and 39 closed out — a net gain of 3 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.7M. The largest seller was Assenagon Asset Management, cutting an estimated $46M.

  • 165 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q3 2021, up from 164 in Q2 2021.
  • Funds reported $3.4B of Qualtrics International Inc. Class A Common Stock stock for Q3 2021, up 15% quarter-over-quarter.
  • 42 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q3 2021 and 39 closed out, a net change of +3 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q3 2021 was Fidelity Investments, an estimated $78.7M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q3 2021 was Assenagon Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2021.