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CASA

Casa Systems, Inc. Common Stock

Delisted

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

49 hedge funds and large institutions have $42.7M invested in Casa Systems, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 5249 (-3)

32% less capital invested

Capital invested by funds: $62.4M → $42.7M (-$19.8M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
10
Reduced
24
Closed
9
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$28.9M
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.41M -$69.5K -71,451 -2%
WCM
3
Westerly Capital Management
California
$2.87M +$666K +685,000 +25%
Ameriprise
4
Ameriprise
Minnesota
$2M -$3.4K -3,502 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.96M +$29.7K +30,600 +1%
BlackRock
6
BlackRock
New York
$484K -$32.5K -33,433 -6%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$463K -$6.21K -6,393 -1%
KCM
8
Kennedy Capital Management
Missouri
$459K +$111K +113,795 +27%
Renaissance Technologies
9
Renaissance Technologies
New York
$371K +$15.8K +16,300 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$299K +$13.7K +14,123 +4%
BSP
11
Benefit Street Partners
New York
$206K -$833K -857,004 -78%
BCM
12
Bridgeway Capital Management
Texas
$193K +$156K +160,000 +235%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$124K -$42.7K -43,912 -23%
State Street
14
State Street
Massachusetts
$123K
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$109K -$10.7K -11,009 -8%
Millennium Management
16
Millennium Management
New York
$102K -$35.5K -36,530 -23%
Squarepoint
17
Squarepoint
New York
$88.3K +$52.4K +53,892 +107%
Citigroup
18
Citigroup
New York
$62.8K -$4.92K -5,064 -6%
WVP
19
Worth Venture Partners
New Jersey
$59.4K -$18.9K -19,404 -22%
Northern Trust
20
Northern Trust
Illinois
$52K
Creative Planning
21
Creative Planning
Kansas
$42.4K
CWM
22
Congress Wealth Management
Massachusetts
$32.7K
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$22K -$30.9K -31,753 -55%
UBS Group
24
UBS Group
Switzerland
$21.4K -$20.2K -20,804 -45%
CIA
25
Capital Investment Advisors
Georgia
$20.1K

CASA Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q3 2023, worth a combined $42.7M — down 32% from $62.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CASA and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 10 added.

The largest buyer was Westerly Capital Management, adding an estimated $666K. The largest seller was Benefit Street Partners, cutting an estimated $833K.

  • 49 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q3 2023, down from 52 in Q2 2023.
  • Funds reported $42.7M of Casa Systems, Inc. Common Stock stock for Q3 2023, down 32% quarter-over-quarter.
  • 6 funds opened new Casa Systems, Inc. Common Stock positions in Q3 2023 and 9 closed out, a net change of -3 holders.
  • The largest Casa Systems, Inc. Common Stock buyer in Q3 2023 was Westerly Capital Management, an estimated $666K added.
  • The largest Casa Systems, Inc. Common Stock seller in Q3 2023 was Benefit Street Partners, an estimated $833K sold.

Based on aggregated 13F filings for Q3 2023.