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XM

Qualtrics International Inc. Class A Common Stock

Delisted

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

167 hedge funds and large institutions have $1.28B invested in Qualtrics International Inc. Class A Common Stock in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

12% less funds holding

Funds holding: 189167 (-22)

18% less capital invested

Capital invested by funds: $1.56B → $1.28B (-$286M)

30% less call options, than puts

Call options by funds: $10M | Put options by funds: $14.4M

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
167
Holders Change
-22
Holders Change %
-11.64%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
27
Increased
52
Reduced
47
Closed
48
Calls
$10M
Puts
$14.4M
Net Calls
-$4.37M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$2K
TSWM
152
Tyler-Stone Wealth Management
Ohio
$2K
CWM
153
Castle Wealth Management
Florida
$1K
KLWA
154
Kelly Lawrence W & Associates
California
$1K
PA
155
Parallel Advisors
California
$1K
WAM
156
Worth Asset Management
Texas
$1K
IFAM
157
Institutional & Family Asset Management
Colorado
$1K +$708 +57 New
BTI
158
Blue Trust Inc
Georgia
$1K +$1.34K +108 New
Citadel Advisors
159
Citadel Advisors
Florida
-$55.1M -4,433,224 Closed
DCM
160
Dorsal Capital Management
California
-$22.4M -1,788,427 Closed
Capital International Investors
161
Capital International Investors
California
-$16M -1,276,855 Closed
Point72 Asset Management
162
Point72 Asset Management
Connecticut
-$13.6M -1,087,400 Closed
VEPM
163
Vista Equity Partners Management
California
-$12.7M -1,013,532 Closed
AllianceBernstein
164
AllianceBernstein
Tennessee
-$4.71M -376,501 Closed
SLG
165
Stanley-Laman Group
Pennsylvania
-$4.32M -345,406 Closed
LFDLE
166
La Financiere de L'Echiquier
France
-$4.17M -333,000 Closed
Principal Financial Group
167
Principal Financial Group
Iowa
-$2.67M -213,634 Closed
Brown Advisory
168
Brown Advisory
Maryland
-$2.66M -212,727 Closed
Macquarie Group
169
Macquarie Group
Australia
-$2.19M -175,132 Closed
PMAM
170
Picton Mahoney Asset Management
Ontario, Canada
-$1.69M -134,770 Closed
PP
171
PDT Partners
New York
-$1.67M -133,625 Closed
BC
172
Brookfield Corp
Ontario, Canada
-$1.56M -125,000 Closed
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
-$1.21M -98,100 Closed
Voloridge Investment Management
174
Voloridge Investment Management
Florida
-$1.22M -97,196 Closed
Marshall Wace
175
Marshall Wace
United Kingdom
-$1.21M -96,836 Closed

XM Hedge Fund Activity: Q3 2022 in Review

167 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q3 2022, worth a combined $1.28B — down 18% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of XM and 27 opened new positions — a net loss of 21 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $51.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $55.1M sold.

  • 167 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q3 2022, down from 189 in Q2 2022.
  • Funds reported $1.28B of Qualtrics International Inc. Class A Common Stock stock for Q3 2022, down 18% quarter-over-quarter.
  • 27 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q3 2022 and 48 closed out, a net change of -21 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q3 2022 was EdgePoint Investment Group, an estimated $51.7M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q3 2022 was Citadel Advisors, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2022.