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XM

Qualtrics International Inc. Class A Common Stock

Delisted

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

198 hedge funds and large institutions have $3.71B invested in Qualtrics International Inc. Class A Common Stock in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 51

19% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $29.7M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 210198 (-12)

12% less capital invested

Capital invested by funds: $4.22B → $3.71B (-$515M)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
43
Increased
81
Reduced
51
Closed
53
Calls
$35.4M
Puts
$29.7M
Net Calls
+$5.72M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$7.38K +$7.46M +258,493 New
JWA
177
JFS Wealth Advisors
Pennsylvania
$6K
TSWM
178
Tyler-Stone Wealth Management
Ohio
$6K +$5.78K +200 New
SPIA
179
Steward Partners Investment Advisory
New York
$5K -$2.02K -70 -28%
IA
180
IFP Advisors
Florida
$5K +$2.89K +100 New
HNWAG
181
High Net Worth Advisory Group
Florida
$4K
HLOC
182
H.L. Ormond & Company
North Carolina
$3K
PA
183
Parallel Advisors
California
$2K
PWMG
184
Prestige Wealth Management Group
New Jersey
$2K
WTA
185
Washington Trust Advisors
Massachusetts
$2K
TAM
186
Tucker Asset Management
Colorado
$1.43K +$1.44K +50 New
UB
187
UMB Bank
Missouri
$1K -$11.6K -400 -90%
AWM
188
Avior Wealth Management
Nebraska
$1K -$664 -23 -28%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$1K -$87 -3 -14%
DTIM
190
Danda Trouve Investment Management
Kansas
$1K
GWM
191
Geneos Wealth Management
Colorado
$1K
GWMI
192
Guardian Wealth Management (Illinois)
Illinois
$1K
WAM
193
Worth Asset Management
Texas
$1K +$1.44K +50 New
Capital Research Global Investors
194
Capital Research Global Investors
California
-$77.1M -2,177,797 Closed
MIFH
195
Migdal Insurance & Financial Holdings
Israel
-$44.4M -1,254,878 Closed
DCP
196
Durable Capital Partners
Maryland
-$28.3M -798,577 Closed
Marshall Wace
197
Marshall Wace
United Kingdom
-$21M -593,401 Closed
TCP
198
ThornTree Capital Partners
Massachusetts
-$17M -481,081 Closed
HLAM
199
Hidden Lake Asset Management
New York
-$16.2M -457,526 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
-$14M -394,257 Closed

XM Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q1 2022, worth a combined $3.71B — down 12% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of XM and 43 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 81 added.

The largest buyer was Assenagon Asset Management, adding an estimated $106M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $77.1M sold.

  • 198 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q1 2022, down from 210 in Q4 2021.
  • Funds reported $3.71B of Qualtrics International Inc. Class A Common Stock stock for Q1 2022, down 12% quarter-over-quarter.
  • 43 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q1 2022 and 53 closed out, a net change of -10 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q1 2022 was Assenagon Asset Management, an estimated $106M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q1 2022 was Capital Research Global Investors, an estimated $77.1M sold.

Based on aggregated 13F filings for Q1 2022.