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CASA

Casa Systems, Inc. Common Stock

Delisted

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

87 hedge funds and large institutions have $263M invested in Casa Systems, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 8787 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

21% less capital invested

Capital invested by funds: $331M → $263M (-$68M)

86% less call options, than puts

Call options by funds: $20K | Put options by funds: $141K

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
29
Reduced
33
Closed
8
Calls
$20K
Puts
$141K
Net Calls
-$121K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$154M
AllianceBernstein
2
AllianceBernstein
Tennessee
$19.8M -$652K -143,251 -3%
BlackRock
3
BlackRock
New York
$10.6M +$275K +60,508 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.89M +$1.35M +295,639 +16%
BSP
5
Benefit Street Partners
New York
$7.64M
PCM
6
Peregrine Capital Management
Minnesota
$6.4M -$223K -49,060 -3%
Ameriprise
7
Ameriprise
Minnesota
$5.7M +$1.4M +306,649 +32%
PCM
8
Penserra Capital Management
California
$5.5M -$419K -92,025 -7%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$3.45M +$1.01M +222,150 +41%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.37M -$5.47M -1,200,746 -62%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.9M +$406K +89,180 +16%
State Street
12
State Street
Massachusetts
$2.89M +$1.11K +244 +0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.77M +$117K +25,753 +4%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$2.34M -$64.1K -14,088 -3%
DGI
15
Disciplined Growth Investors
Minnesota
$2.24M +$88.7K +19,477 +4%
Charles Schwab
16
Charles Schwab
California
$1.93M +$19.9K +4,369 +1%
SEI Investments
17
SEI Investments
Pennsylvania
$1.88M +$56.9K +12,500 +3%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.74M +$147K +32,400 +9%
ICM
19
Invenomic Capital Management
Massachusetts
$1.62M +$1.63M +357,775 New
Northern Trust
20
Northern Trust
Illinois
$1.41M -$35.9K -7,897 -2%
Goldman Sachs
21
Goldman Sachs
New York
$855K -$252K -55,356 -23%
GC
22
Globeflex Capital
California
$823K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$817K +$35.6K +7,811 +5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$809K +$405K +89,033 +99%
JP Morgan Chase
25
JP Morgan Chase
New York
$785K +$202K +44,449 +34%

CASA Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q1 2022, worth a combined $263M — down 21% from $331M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CASA positions and 8 closed out — a net gain of 1 holder — while 29 added to existing stakes and 33 trimmed.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $1.63M. The largest seller was Fidelity Investments, cutting an estimated $5.47M.

  • 87 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $263M of Casa Systems, Inc. Common Stock stock for Q1 2022, down 21% quarter-over-quarter.
  • 9 funds opened new Casa Systems, Inc. Common Stock positions in Q1 2022 and 8 closed out, a net change of +1 holder.
  • The largest Casa Systems, Inc. Common Stock buyer in Q1 2022 was Invenomic Capital Management, an estimated $1.63M added.
  • The largest Casa Systems, Inc. Common Stock seller in Q1 2022 was Fidelity Investments, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2022.