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CASA

Casa Systems, Inc. Common Stock

Delisted

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

79 hedge funds and large institutions have $187M invested in Casa Systems, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% less funds holding

Funds holding: 9079 (-11)

22% less capital invested

Capital invested by funds: $239M → $187M (-$52.1M)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

83% less call options, than puts

Call options by funds: $3K | Put options by funds: $18K

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
23
Reduced
32
Closed
20
Calls
$3K
Puts
$18K
Net Calls
-$15K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$107M
AllianceBernstein
2
AllianceBernstein
Tennessee
$13.2M -$263K -66,598 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.07M +$2.78M +703,393 +37%
BlackRock
4
BlackRock
New York
$7.63M -$358K -90,677 -4%
BSP
5
Benefit Street Partners
New York
$6.86M
ICM
6
Invenomic Capital Management
Massachusetts
$5.29M +$2.79M +706,908 +72%
Ameriprise
7
Ameriprise
Minnesota
$4.84M +$1.31M +332,657 +27%
PCM
8
Peregrine Capital Management
Minnesota
$4.83M -$1.08M -272,337 -15%
PCM
9
Penserra Capital Management
California
$3.05M -$275K -69,627 -7%
State Street
10
State Street
Massachusetts
$2.08M +$35.6K +9,008 +1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$1.9M +$2.77K +700 +0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.9M +$40.6K +10,259 +2%
WCM
13
Westerly Capital Management
California
$1.41M -$395K -100,000 -18%
Charles Schwab
14
Charles Schwab
California
$1.35M -$37.1K -9,392 -2%
SEI Investments
15
SEI Investments
Pennsylvania
$1.28M -$364K -92,033 -18%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.25M -$31.6K -8,000 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.21M -$925K -234,067 -38%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.18M +$1.17M +296,315 +375%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.04M -$1.39M -352,060 -51%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.04M -$71.2K -18,004 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$1M +$602K +152,224 +90%
Two Sigma Investments
22
Two Sigma Investments
New York
$1M -$1.49M -376,738 -54%
Northern Trust
23
Northern Trust
Illinois
$1M -$23.6K -5,968 -2%
VCA
24
VIEX Capital Advisors
Florida
$968K +$1.22M +309,174 New
Morgan Stanley
25
Morgan Stanley
New York
$857K -$155K -39,281 -13%

CASA Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q3 2022, worth a combined $187M — down 22% from $239M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CASA and 9 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Invenomic Capital Management, adding an estimated $2.79M. The largest seller was Fidelity Investments, cutting an estimated $2.44M.

  • 79 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q3 2022, down from 90 in Q2 2022.
  • Funds reported $187M of Casa Systems, Inc. Common Stock stock for Q3 2022, down 22% quarter-over-quarter.
  • 9 funds opened new Casa Systems, Inc. Common Stock positions in Q3 2022 and 20 closed out, a net change of -11 holders.
  • The largest Casa Systems, Inc. Common Stock buyer in Q3 2022 was Invenomic Capital Management, an estimated $2.79M added.
  • The largest Casa Systems, Inc. Common Stock seller in Q3 2022 was Fidelity Investments, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2022.