CrowdStrike
CRWD
1,110 hedge funds and large institutions have $35.1B invested in CrowdStrike in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 462 increasing their positions, 332 reducing their positions, and 144 closing their positions.
78% more funds holding in top 10
Funds holding in top 10: 27 → 48 (+21)
42% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 144
39% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 332
17% more capital invested
Capital invested by funds: $29.9B → $35.1B (+$5.23B)
14.27% more ownership
Funds ownership: 280.86% → 295.13% (+14%)
5% more funds holding
Funds holding: 1,058 → 1,110 (+52)
26% less call options, than puts
Call options by funds: $2.59B | Put options by funds: $3.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$320M |
| 2 |
Tiger Global Management
New York
|
+$237M |
| 3 |
ClearBridge Investments
New York
|
+$176M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$158M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$227M |
| 2 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
-$179M |
| 3 |
CLC
Charles-Lim Capital
Central,
Hong Kong
|
-$163M |
| 4 |
D.E. Shaw & Co
New York
|
-$142M |
| 5 |
Two Sigma Advisers
New York
|
-$111M |
CRWD Hedge Fund Activity: Q1 2022 in Review
1,110 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in CrowdStrike (CRWD) for Q1 2022, worth a combined $35.1B — up 17% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new CRWD positions and 144 closed out — a net gain of 61 holders — while 462 added to existing stakes and 332 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $320M. The largest seller was Whale Rock Capital Management, cutting an estimated $227M.
- 1,110 institutional investors held CrowdStrike (CRWD) as of Q1 2022, up from 1,058 in Q4 2021.
- Funds reported $35.1B of CrowdStrike stock for Q1 2022, up 17% quarter-over-quarter.
- 205 funds opened new CrowdStrike positions in Q1 2022 and 144 closed out, a net change of +61 holders.
- The largest CrowdStrike buyer in Q1 2022 was 1832 Asset Management, an estimated $320M added.
- The largest CrowdStrike seller in Q1 2022 was Whale Rock Capital Management, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2022.