We are live on ! Find out more
CASA

Casa Systems, Inc. Common Stock

Delisted

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

76 hedge funds and large institutions have $68.4M invested in Casa Systems, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $10K | Put options by funds: $8K

1% more funds holding

Funds holding: 7576 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

57% less capital invested

Capital invested by funds: $158M → $68.4M (-$89.2M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
20
Reduced
32
Closed
11
Calls
$10K
Puts
$8K
Net Calls
+$2K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$43.3M
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.23M -$350K -114,897 -3%
BlackRock
3
BlackRock
New York
$3.07M -$2.31K -757 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99M -$650K -213,280 -8%
ICM
5
Invenomic Capital Management
Massachusetts
$2.62M +$126K +41,385 +2%
BSP
6
Benefit Street Partners
New York
$1.4M -$3.32M -1,091,174 -50%
WCM
7
Westerly Capital Management
California
$1.02M +$1.29M +425,000 +113%
PCM
8
Penserra Capital Management
California
$862K -$124K -40,794 -6%
State Street
9
State Street
Massachusetts
$853K +$64.9K +21,295 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$841K +$179K +58,910 +10%
IECM
11
Intrinsic Edge Capital Management
Illinois
$762K -$163K -53,643 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$599K -$16.9K -5,534 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$498K +$26.5K +8,700 +2%
RA
14
Royce & Associates
New York
$457K +$1.1M +359,698 New
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$456K +$1.09M +359,024 New
Northern Trust
16
Northern Trust
Illinois
$407K +$13.6K +4,457 +1%
Charles Schwab
17
Charles Schwab
California
$380K -$360K -118,309 -28%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$287K -$359K -117,909 -34%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$244K -$499K -163,671 -46%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$168K -$115K -37,800 -22%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$161K -$91.3K -29,969 -19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$138K -$2.77K -909 -0.8%
Swiss National Bank
23
Swiss National Bank
Switzerland
$126K -$2.74K -900 -0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$115K
Millennium Management
25
Millennium Management
New York
$98K +$175K +57,521 +287%

CASA Hedge Fund Activity: Q1 2023 in Review

76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q1 2023, worth a combined $68.4M — down 57% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CASA positions and 11 closed out — a net gain of 1 holder — while 20 added to existing stakes and 32 trimmed.

The largest buyer was Westerly Capital Management, adding an estimated $1.29M. The largest seller was Ameriprise, cutting an estimated $4.35M.

  • 76 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $68.4M of Casa Systems, Inc. Common Stock stock for Q1 2023, down 57% quarter-over-quarter.
  • 12 funds opened new Casa Systems, Inc. Common Stock positions in Q1 2023 and 11 closed out, a net change of +1 holder.
  • The largest Casa Systems, Inc. Common Stock buyer in Q1 2023 was Westerly Capital Management, an estimated $1.29M added.
  • The largest Casa Systems, Inc. Common Stock seller in Q1 2023 was Ameriprise, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2023.