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CASA

Casa Systems, Inc. Common Stock

Delisted

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

42 hedge funds and large institutions have $25.3M invested in Casa Systems, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

14% less funds holding

Funds holding: 4942 (-7)

41% less capital invested

Capital invested by funds: $42.7M → $25.3M (-$17.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
10
Reduced
11
Closed
9
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$18.1M
WCM
2
Westerly Capital Management
California
$1.91M +$117K +215,000 +6%
Ameriprise
3
Ameriprise
Minnesota
$1.26M +$9.28K +17,095 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.24M +$15.8K +29,034 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.13M -$1.03M -1,896,141 -47%
BlackRock
6
BlackRock
New York
$284K -$19.1K -35,237 -6%
Renaissance Technologies
7
Renaissance Technologies
New York
$247K +$15K +27,600 +6%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$199K -$93.3K -171,854 -31%
KCM
9
Kennedy Capital Management
Missouri
$188K -$101K -186,258 -34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$187K
BCM
11
Bridgeway Capital Management
Texas
$121K
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$77.5K
State Street
13
State Street
Massachusetts
$77.2K
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$67K
Northern Trust
15
Northern Trust
Illinois
$32.5K
Citigroup
16
Citigroup
New York
$32.5K -$6.96K -12,822 -17%
Creative Planning
17
Creative Planning
Kansas
$26.5K
TSS
18
Two Sigma Securities
New York
$24.5K +$25.1K +46,245 New
Millennium Management
19
Millennium Management
New York
$22.8K -$42.2K -77,720 -64%
XT
20
XTX Topco
Cayman Islands
$19.5K +$19.9K +36,711 New
Squarepoint
21
Squarepoint
New York
$15.4K -$40.8K -75,107 -72%
CIA
22
Capital Investment Advisors
Georgia
$12.6K
AIS
23
American Investment Services
Massachusetts
$10.6K
Morgan Stanley
24
Morgan Stanley
New York
$9.18K +$2.6K +4,789 +38%
TRCT
25
Tower Research Capital (TRC)
New York
$9.12K +$8.44K +15,539 +932%

CASA Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Casa Systems, Inc. Common Stock (CASA) for Q4 2023, worth a combined $25.3M — down 41% from $42.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CASA and 3 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Westerly Capital Management, adding an estimated $117K. The largest seller was AllianceBernstein, cutting an estimated $1.03M.

  • 42 institutional investors held Casa Systems, Inc. Common Stock (CASA) as of Q4 2023, down from 49 in Q3 2023.
  • Funds reported $25.3M of Casa Systems, Inc. Common Stock stock for Q4 2023, down 41% quarter-over-quarter.
  • 3 funds opened new Casa Systems, Inc. Common Stock positions in Q4 2023 and 9 closed out, a net change of -6 holders.
  • The largest Casa Systems, Inc. Common Stock buyer in Q4 2023 was Westerly Capital Management, an estimated $117K added.
  • The largest Casa Systems, Inc. Common Stock seller in Q4 2023 was AllianceBernstein, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.