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CASA

Casa Systems, Inc. Common Stock

Delisted

CASA was delisted on the 4th of April, 2024.

93 hedge funds and large institutions have $400M invested in Casa Systems, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less call options, than puts

Call options by funds: $527K | Put options by funds: $560K

9% less funds holding

Funds holding: 10293 (-9)

23% less capital invested

Capital invested by funds: $521M → $400M (-$121M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
36
Reduced
35
Closed
14
Calls
$527K
Puts
$560K
Net Calls
-$33K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$231M
AllianceBernstein
2
AllianceBernstein
Tennessee
$30M +$11.6M +1,574,160 +55%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18M -$3.1M -419,736 -14%
BlackRock
4
BlackRock
New York
$15.3M -$398K -53,884 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.1M -$176K -23,815 -1%
PCM
6
Peregrine Capital Management
Minnesota
$11.8M -$2.63M -356,805 -17%
BSP
7
Benefit Street Partners
New York
$10.4M +$740K +100,200 +7%
Ameriprise
8
Ameriprise
Minnesota
$6.63M +$148K +20,100 +2%
PCM
9
Penserra Capital Management
California
$4.85M +$81.8K +11,080 +2%
State Street
10
State Street
Massachusetts
$4.41M +$38.8K +5,257 +0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.28M -$578K -78,360 -11%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$4.16M -$100K -13,595 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.03M -$138K -18,659 -3%
DGI
14
Disciplined Growth Investors
Minnesota
$3.36M
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.16M +$181K +24,540 +6%
FG
16
Formula Growth
Quebec, Canada
$2.37M +$1.11M +150,000 +75%
Charles Schwab
17
Charles Schwab
California
$2.37M +$33.3K +4,516 +1%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.3M -$495K -67,100 -17%
Northern Trust
19
Northern Trust
Illinois
$2.16M -$201K -27,163 -8%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.98M +$464K +62,800 +27%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.8M -$2.91M -393,728 -60%
Goldman Sachs
22
Goldman Sachs
New York
$1.77M +$348K +47,174 +22%
GC
23
Globeflex Capital
California
$1.4M -$1.08M -146,275 -41%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.25M -$52.7K -7,133 -4%
N
25
Nuveen
North Carolina
$1.07M -$255K -34,483 -18%

CASA Hedge Fund Activity: Q3 2021 in Review

93 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q3 2021, worth a combined $400M — down 23% from $521M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CASA and 5 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 36 added.

The largest buyer was AllianceBernstein, adding an estimated $11.6M. The largest seller was Fidelity Investments, cutting an estimated $3.1M.

  • 93 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q3 2021, down from 102 in Q2 2021.
  • Funds reported $400M of Casa Systems, Inc. Common Stock stock for Q3 2021, down 23% quarter-over-quarter.
  • 5 funds opened new Casa Systems, Inc. Common Stock positions in Q3 2021 and 14 closed out, a net change of -9 holders.
  • The largest Casa Systems, Inc. Common Stock buyer in Q3 2021 was AllianceBernstein, an estimated $11.6M added.
  • The largest Casa Systems, Inc. Common Stock seller in Q3 2021 was Fidelity Investments, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2021.