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CrowdStrike

161 hedge funds and large institutions have $4.23B invested in CrowdStrike in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9.33% more ownership

Funds ownership: 1,392.83%1,402.16% (+9.3%)

3% more funds holding

Funds holding: 157161 (+4)

8% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 65

3% more call options, than puts

Call options by funds: $118M | Put options by funds: $114M

14% less capital invested

Capital invested by funds: $4.92B → $4.23B (-$687M)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
70
Increased
45
Reduced
27
Closed
65
Calls
$118M
Puts
$114M
Net Calls
+$3.64M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$3.2B
Allianz Asset Management
2
Allianz Asset Management
Germany
$125M +$145M +7,293,716 +561%
JCAM
3
Jericho Capital Asset Management
New York
$120M +$99M +4,988,676 +155%
Vanguard Group
4
Vanguard Group
Pennsylvania
$101M +$38.3M +1,928,712 +38%
Goldman Sachs
5
Goldman Sachs
New York
$75M +$94.8M +4,776,040 +1,296%
WRCM
6
Whale Rock Capital Management
Massachusetts
$53.8M +$17.1M +860,516 +30%
BlackRock
7
BlackRock
New York
$53.1M +$27.8M +1,401,704 +62%
GA
8
General Atlantic
New York
$37.9M
HSBC Holdings
9
HSBC Holdings
United Kingdom
$36M
JP Morgan Chase
10
JP Morgan Chase
New York
$30.3M -$8.83M -444,604 -18%
IVMX
11
Institutional Venture Management XIII
California
$28M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$24.6M +$21.6M +1,087,512 +181%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$22.5M +$17.9M +903,288 +141%
CAC
14
Cowen and Company
New York
$17.6M +$24M +1,208,400 New
Morgan Stanley
15
Morgan Stanley
New York
$15.8M +$20.7M +1,040,308 +2,418%
Tiger Global Management
16
Tiger Global Management
New York
$14.6M
EMG
17
ETF Managers Group
New Jersey
$12.6M -$5.61M -282,772 -23%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$10.6M -$38.4M -1,931,972 -73%
SC
19
Sculptor Capital
New York
$10.5M +$6.41M +322,800 +81%
UBS AM
20
UBS AM
Illinois
$10.1M -$607K -30,568 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.41M +$12.8M +645,308 New
EAM
22
EULAV Asset Management
Florida
$8.51M +$11.6M +584,000 New
AI
23
Alphabet Inc
California
$8.16M
VEPM
24
Vista Equity Partners Management
California
$7.62M +$5.61M +282,664 +118%
HI
25
HBK Investments
Texas
$7.29M +$1.99M +100,000 +25%

CRWD Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CrowdStrike (CRWD) for Q3 2019, worth a combined $4.23B — down 14% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CRWD positions and 65 closed out — a net gain of 5 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $145M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.1M.

  • 161 institutional investors held CrowdStrike (CRWD) as of Q3 2019, up from 157 in Q2 2019.
  • Funds reported $4.23B of CrowdStrike stock for Q3 2019, down 14% quarter-over-quarter.
  • 70 funds opened new CrowdStrike positions in Q3 2019 and 65 closed out, a net change of +5 holders.
  • The largest CrowdStrike buyer in Q3 2019 was Allianz Asset Management, an estimated $145M added.
  • The largest CrowdStrike seller in Q3 2019 was T. Rowe Price Associates, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2019.