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CTXS

Citrix Systems Inc

Delisted

CTXS was delisted on the 29th of September, 2022.

667 hedge funds and large institutions have $16.4B invested in Citrix Systems Inc in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 211 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

68% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 72

28% more call options, than puts

Call options by funds: $224M | Put options by funds: $174M

22% more capital invested

Capital invested by funds: $13.4B → $16.4B (+$3B)

6% more funds holding

Funds holding: 628667 (+39)

17% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 254

Holders
667
Holders Change
+39
Holders Change %
+6.21%
% of All Funds
14.69%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.51%
New
121
Increased
211
Reduced
254
Closed
72
Calls
$224M
Puts
$174M
Net Calls
+$49.5M
Net Calls Change
+$74.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
526
Dubuque Bank & Trust
Iowa
$237K +$200K +1,675 New
VWA
527
V Wealth Advisors
Kansas
$230K +$194K +1,624 New
GCA
528
Greenwood Capital Associates
South Carolina
$228K +$192K +1,610 New
BP
529
Ballentine Partners
Massachusetts
$227K +$191K +1,598 New
MWM
530
Meridian Wealth Management
Kentucky
$224K +$189K +1,584 New
HFAS
531
Hummer Financial Advisory Services
Illinois
$223K +$188K +1,575 New
HIS
532
Harvest Investment Services
Illinois
$217K +$184K +1,539 New
CCA
533
Checchi Capital Advisers
California
$216K +$182K +1,523 New
TCA
534
Transcend Capital Advisors
New Jersey
$214K +$181K +1,514 New
PTC
535
Private Trust Company
Ohio
$213K +$180K +1,508 New
IIC
536
Integrated Investment Consultants
Michigan
$211K +$178K +1,492 New
ATC
537
Argent Trust Co
Tennessee
$210K +$177K +1,481 New
WLPWM
538
Walled Lake Planning & Wealth Management
Illinois
$208K -$62.7K -526 -26%
PCS
539
Personal CFO Solutions
New Jersey
$207K +$174K +1,461 New
HI
540
Horizon Investments
North Carolina
$205K -$659K -5,523 -79%
JWCA
541
J.W. Coons Advisors
Ohio
$205K +$173K +1,450 New
NG
542
Northstar Group
New York
$204K +$172K +1,443 New
SWP
543
Stratos Wealth Partners
Ohio
$204K +$172K +1,443 New
JIC
544
Johnson Investment Counsel
Ohio
$203K +$173K +1,454 New
HW
545
Hancock Whitney
Mississippi
$201K +$169K +1,417 New
ARMT
546
Amica Retiree Medical Trust
Rhode Island
$196K
RE
547
RBC Europe
United Kingdom
$190K -$50.7K -425 -24%
LS
548
Livforsakringsbolaget Skandia
Sweden
$189K +$11.9K +100 +8%
AIM
549
AIA Investment Management
Singapore
$186K +$13K +109 +9%
CAW
550
Cornerstone Advisors (Washington)
Washington
$174K +$85.1K +714 +138%

CTXS Hedge Fund Activity: Q1 2020 in Review

667 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Citrix Systems Inc (CTXS) for Q1 2020, worth a combined $16.4B — up 22% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CTXS positions and 72 closed out — a net gain of 49 holders — while 211 added to existing stakes and 254 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $171M.

  • 667 institutional investors held Citrix Systems Inc (CTXS) as of Q1 2020, up from 628 in Q4 2019.
  • Funds reported $16.4B of Citrix Systems Inc stock for Q1 2020, up 22% quarter-over-quarter.
  • 121 funds opened new Citrix Systems Inc positions in Q1 2020 and 72 closed out, a net change of +49 holders.
  • The largest Citrix Systems Inc buyer in Q1 2020 was SRS Investment Management, an estimated $134M added.
  • The largest Citrix Systems Inc seller in Q1 2020 was Fidelity Investments, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.