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CTXS

Citrix Systems Inc

Delisted

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

681 hedge funds and large institutions have $15.9B invested in Citrix Systems Inc in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 233 increasing their positions, 266 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$959M)

3% less funds holding

Funds holding: 700681 (-19)

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 266

14% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $96.7M

18% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 85

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
681
Holders Change
-19
Holders Change %
-2.71%
% of All Funds
11.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
233
Reduced
266
Closed
85
Calls
$82.9M
Puts
$96.7M
Net Calls
-$13.7M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$14.3K -$3.35K -25 -20%
MA
602
Montag & Associates
Georgia
$14K -$44.2K -330 -77%
AF
603
Allworth Financial
California
$14K -$2.15K -16 -14%
GAM
604
Gemmer Asset Management
California
$14K
VFA
605
Valeo Financial Advisors
Indiana
$14K +$9.79K +73 +261%
JGIA
606
Jackson Grant Investment Advisers
Connecticut
$14K +$13.1K +98 New
NFSG
607
Newbridge Financial Services Group
Florida
$13K +$3.35K +25 +36%
BCA
608
Berman Capital Advisors
Georgia
$12K -$268 -2 -2%
TFS
609
TrustCore Financial Services
Tennessee
$12K
CFD
610
Creative Financial Designs
Indiana
$11K
HS
611
Horan Securities
United States
$11K
PFBT
612
Parkside Financial Bank & Trust
Missouri
$11K
CA
613
Crewe Advisors
Utah
$11K +$1.48K +11 +17%
Loomis, Sayles & Company
614
Loomis, Sayles & Company
Massachusetts
$11K +$10.9K +81 New
SWA
615
Sutton Wealth Advisors
Florida
$10.7K
CT
616
Caldwell Trust
Florida
$10.5K
CFA
617
Carroll Financial Associates
North Carolina
$10K
EARNEST Partners
618
EARNEST Partners
Georgia
$10K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$10K
KFI
620
Key Financial Inc
Pennsylvania
$10K
SLF
621
Sun Life Financial
Ontario, Canada
$10K
TFO
622
Tarbox Family Office
California
$10K
VCM
623
Versant Capital Management
Arizona
$10K
FHC
624
First Horizon Corporation
Tennessee
$10K +$2.01K +15 +24%
FGAM
625
Financial Gravity Asset Management
Texas
$9.47K +$6.7K +50 +278%

CTXS Hedge Fund Activity: Q1 2021 in Review

681 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Citrix Systems Inc (CTXS) for Q1 2021, worth a combined $15.9B — up 6.4% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CTXS and 70 opened new positions — a net loss of 15 holders — while 266 trimmed existing stakes and 233 added.

The largest buyer was Cantillon Capital Management, opening a new position worth an estimated $351M. The largest seller was Acadian Asset Management, cutting an estimated $119M.

  • 681 institutional investors held Citrix Systems Inc (CTXS) as of Q1 2021, down from 700 in Q4 2020.
  • Funds reported $15.9B of Citrix Systems Inc stock for Q1 2021, up 6.4% quarter-over-quarter.
  • 70 funds opened new Citrix Systems Inc positions in Q1 2021 and 85 closed out, a net change of -15 holders.
  • The largest Citrix Systems Inc buyer in Q1 2021 was Cantillon Capital Management, an estimated $351M added.
  • The largest Citrix Systems Inc seller in Q1 2021 was Acadian Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2021.