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451 hedge funds and large institutions have $6.1B invested in Ciena in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $31.6M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.32% more ownership

Funds ownership: 91.14%93.46% (+2.3%)

4% less capital invested

Capital invested by funds: $6.37B → $6.1B (-$270M)

4% less funds holding

Funds holding: 468451 (-17)

15% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 74

23% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 172

Holders
451
Holders Change
-17
Holders Change %
-3.63%
% of All Funds
6.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
63
Increased
132
Reduced
172
Closed
74
Calls
$48.5M
Puts
$31.6M
Net Calls
+$16.9M
Net Calls Change
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$733M +$5.5M +124,653 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$676M -$2.58M -58,623 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$509M +$105M +2,377,015 +27%
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$226M +$16.3M +368,897 +8%
State Street
5
State Street
Massachusetts
$196M +$4.09M +92,850 +2%
Capital World Investors
6
Capital World Investors
California
$158M +$34.9M +791,215 +29%
SM
7
Senvest Management
New York
$133M +$24.4M +552,882 +23%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$125M +$987K +22,384 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$122M +$58.2M +1,319,330 +95%
Fidelity International
10
Fidelity International
Bermuda
$120M -$67.2K -1,525 -0.1%
AM
11
Atreides Management
Massachusetts
$115M +$39.8M +902,415 +55%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$103M +$2.59M +58,778 +3%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$103M -$629K -14,268 -0.6%
IAM
14
Ion Asset Management
Israel
$97.4M +$8.62M +195,580 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$97.3M +$14.6M +332,181 +18%
Victory Capital Management
16
Victory Capital Management
Texas
$96.3M -$5.67M -128,603 -6%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$93M +$5.04M +114,387 +6%
FPCG
18
Fort Pitt Capital Group
Pennsylvania
$90.7M +$1.23M +27,928 +1%
Bank of America
19
Bank of America
North Carolina
$90.2M -$80.5M -1,825,635 -48%
Amundi
20
Amundi
France
$77.8M -$25.4M -577,002 -26%
First Trust Advisors
21
First Trust Advisors
Illinois
$77.2M -$7.48M -169,599 -9%
Norges Bank
22
Norges Bank
Norway
$73.5M +$2.38M +53,881 +3%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$67.7M -$510K -11,567 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$62.8M -$1.3M -29,504 -2%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.5M -$741K -16,819 -1%

CIEN Hedge Fund Activity: Q4 2023 in Review

451 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q4 2023, worth a combined $6.1B — down 4.2% from $6.37B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CIEN and 63 opened new positions — a net loss of 11 holders — while 172 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was AllianceBernstein, cutting an estimated $102M.

  • 451 institutional investors held Ciena (CIEN) as of Q4 2023, down from 468 in Q3 2023.
  • Funds reported $6.1B of Ciena stock for Q4 2023, down 4.2% quarter-over-quarter.
  • 63 funds opened new Ciena positions in Q4 2023 and 74 closed out, a net change of -11 holders.
  • The largest Ciena buyer in Q4 2023 was Fidelity Investments, an estimated $105M added.
  • The largest Ciena seller in Q4 2023 was AllianceBernstein, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2023.