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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
Jones Financial Companies
651
Jones Financial Companies
Missouri
$4K -$2.55K -19 -42%
FMP
652
Financial Management Professionals
Texas
$4K
FCA
653
FinTrust Capital Advisors
South Carolina
$4K
IAIM
654
International Assets Investment Management
Florida
$4K
RA
655
Resolute Advisors
California
$4K +$4.96K +37 New
VBCG
656
Valley Brook Capital Group
Pennsylvania
$3K -$6.7K -50 -67%
AWM
657
Accel Wealth Management
Iowa
$3K
HIA
658
Harbor Investment Advisory
Maryland
$3K
LWM
659
Liberty Wealth Management
California
$3K
RIM
660
Rockbridge Investment Management
New York
$3K
WT
661
Washington Trust
Rhode Island
$3K +$1.21K +9 +64%
FCM
662
Firestone Capital Management
Florida
$3K +$2.68K +20 New
CA
663
Clearstead Advisors
Ohio
$3K +$2.81K +21 New
APWA
664
Atlas Private Wealth Advisors
New Jersey
$2K
EW
665
Evoke Wealth
California
$2K
MLFP
666
MPS Loria Financial Planners
Illinois
$2K
RFA
667
Reilly Financial Advisors
California
$2K
SFSIG
668
San Francisco Sentry Investment Group
California
$2K
VNA
669
Valley National Advisers
Pennsylvania
$2K
NIC
670
Northwest Investment Counselors
Oregon
$2K +$2.01K +15 New
HWM
671
HighMark Wealth Management
Minnesota
$2K +$2.15K +16 New
Fidelity International
672
Fidelity International
Bermuda
$1K -$3.14M -23,436 -100%
ADL
673
Asset Dedication LLC
California
$1K -$49.1K -366 -98%
BWM
674
BerganKDV Wealth Management
Minnesota
$1K -$536 -4 -33%
Lazard Asset Management
675
Lazard Asset Management
New York
$1K

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.