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419 hedge funds and large institutions have $5.43B invested in Ciena in 2019 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 125 increasing their positions, 154 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 41

21% more call options, than puts

Call options by funds: $76M | Put options by funds: $62.8M

13% more funds holding

Funds holding: 371419 (+48)

13% more capital invested

Capital invested by funds: $4.82B → $5.43B (+$608M)

0.64% more ownership

Funds ownership: 92.8%93.44% (+0.64%)

19% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 154

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
9.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
93
Increased
125
Reduced
154
Closed
41
Calls
$76M
Puts
$62.8M
Net Calls
+$13.3M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$675M +$7.09M +182,486 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$552M +$56.2M +1,446,300 +11%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$192M -$80.2M -2,065,104 -29%
State Street
4
State Street
Massachusetts
$173M +$3.97M +102,207 +2%
AQR Capital Management
5
AQR Capital Management
Connecticut
$143M +$27.6M +710,037 +23%
AllianceBernstein
6
AllianceBernstein
Tennessee
$120M +$14.3M +369,444 +13%
Northern Trust
7
Northern Trust
Illinois
$117M +$1.6M +41,253 +1%
Goldman Sachs
8
Goldman Sachs
New York
$115M -$32.1M -825,564 -21%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$112M -$7.07M -182,176 -6%
JP Morgan Chase
10
JP Morgan Chase
New York
$109M +$33.5M +862,017 +42%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$107M -$2.62M -67,370 -2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$107M -$46.8M -1,206,111 -30%
Deutsche Bank
13
Deutsche Bank
Germany
$92.4M +$45.5M +1,170,662 +90%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$82.4M -$24M -617,027 -22%
Fidelity International
15
Fidelity International
Bermuda
$78.1M -$61.5M -1,583,818 -43%
LSV Asset Management
16
LSV Asset Management
Illinois
$73.9M -$32.6M -840,154 -30%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$73.4M +$7.64M +196,684 +11%
Norges Bank
18
Norges Bank
Norway
$68.1M +$2.53M +65,170 +4%
SCM
19
Shapiro Capital Management
Georgia
$66.4M -$11.9M -305,885 -15%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$66.3M +$32.2M +829,489 +88%
Boston Partners
21
Boston Partners
Massachusetts
$66.1M +$1.54M +39,591 +2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$65.8M -$30M -771,849 -30%
Invesco
23
Invesco
Georgia
$65.2M -$14.9M -383,951 -18%
Morgan Stanley
24
Morgan Stanley
New York
$61.1M +$8.29M +213,561 +15%
Renaissance Technologies
25
Renaissance Technologies
New York
$59.7M +$51.2M +1,318,400 +471%

CIEN Hedge Fund Activity: Q1 2019 in Review

419 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q1 2019, worth a combined $5.43B — up 13% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CIEN positions and 41 closed out — a net gain of 52 holders — while 125 added to existing stakes and 154 trimmed.

The largest buyer was Vanguard Group, adding an estimated $56.2M. The largest seller was Bank of New York Mellon, cutting an estimated $80.2M.

  • 419 institutional investors held Ciena (CIEN) as of Q1 2019, up from 371 in Q4 2018.
  • Funds reported $5.43B of Ciena stock for Q1 2019, up 13% quarter-over-quarter.
  • 93 funds opened new Ciena positions in Q1 2019 and 41 closed out, a net change of +52 holders.
  • The largest Ciena buyer in Q1 2019 was Vanguard Group, an estimated $56.2M added.
  • The largest Ciena seller in Q1 2019 was Bank of New York Mellon, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.