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XTLY

Xactly Corporation
XTLY

Delisted

XTLY was delisted on the 28th of July, 2017.

94 hedge funds and large institutions have $182M invested in Xactly Corporation in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 9194 (+3)

19% less capital invested

Capital invested by funds: $225M → $182M (-$43.3M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
36
Reduced
28
Closed
16
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$23.8M +$4.07M +312,020 +17%
CIP
2
Champlain Investment Partners
Vermont
$11.6M +$13.7M +1,053,020 New
NCGI
3
Next Century Growth Investors
Minnesota
$10.9M +$7.15M +547,775 +124%
PM
4
Pembroke Management
Quebec, Canada
$9.88M +$8.17M +625,800 +230%
EA
5
Emerald Advisers
Pennsylvania
$9.02M +$3.76M +288,000 +54%
BFA
6
BlackRock Fund Advisors
California
$8M +$1.29M +98,663 +16%
Wells Fargo
7
Wells Fargo
California
$7.76M +$68.8K +5,275 +0.8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.13M +$667K +51,106 +9%
SI
9
SQN Investors
California
$6.3M +$7.48M +573,099 New
BIT
10
BlackRock Institutional Trust
California
$5.39M +$2.01M +154,007 +46%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.3M
TA
12
Teachers Advisors
New York
$4.53M +$5.22K +400 +0.1%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.35M -$313 -24 -0%
State Street
14
State Street
Massachusetts
$3.99M +$193K +14,782 +4%
DGI
15
Discovery Group I
Illinois
$3.88M -$5.63M -431,549 -55%
PWAM
16
Park West Asset Management
California
$3.87M +$4.59M +352,066 New
GS
17
Gagnon Securities
New York
$3.65M +$1.68M +128,536 +63%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.2M -$1.32M -100,800 -26%
Ameriprise
19
Ameriprise
Minnesota
$3.18M +$875K +67,021 +30%
Northern Trust
20
Northern Trust
Illinois
$2.69M +$217K +16,620 +7%
Allianz Asset Management
21
Allianz Asset Management
Germany
$2.66M -$456K -34,949 -13%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$2.6M -$53.4K -4,095 -2%
GA
23
Gagnon Advisors
New York
$2.42M +$1.15M +87,885 +66%
Deutsche Bank
24
Deutsche Bank
Germany
$2.26M +$1.15M +88,216 +75%
GKIM
25
GW&K Investment Management
Massachusetts
$2.19M +$2.6M +199,551 New

XTLY Hedge Fund Activity: Q4 2016 in Review

94 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Xactly Corporation (XTLY) for Q4 2016, worth a combined $182M — down 19% from $225M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XTLY positions and 16 closed out — a net gain of 4 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $13.7M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $8.93M sold.

  • 94 institutional investors held Xactly Corporation (XTLY) as of Q4 2016, up from 91 in Q3 2016.
  • Funds reported $182M of Xactly Corporation stock for Q4 2016, down 19% quarter-over-quarter.
  • 20 funds opened new Xactly Corporation positions in Q4 2016 and 16 closed out, a net change of +4 holders.
  • The largest Xactly Corporation buyer in Q4 2016 was Champlain Investment Partners, an estimated $13.7M added.
  • The largest Xactly Corporation seller in Q4 2016 was Portolan Capital Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q4 2016.