Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
70 hedge funds and large institutions have $392M invested in Barracuda Networks, Inc. in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 13 closing their positions.
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 58 → 70 (+12)
7% more capital invested
Capital invested by funds: $366M → $392M (+$25.7M)
7% less call options, than puts
Call options by funds: $5.03M | Put options by funds: $5.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$12.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.62M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
+$4.69M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$4.24M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$3.19M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.86M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.26M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$962K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
76
Virtu KCG Holdings
New York
| – | -$266K | -7,836 | Closed |
|
|
SO
77
STRS Ohio
Columbus,
Ohio
| – | -$58K | -1,700 | Closed |
|
|
RNS
78
Robert N. Shapiro
| – | -$34K | -989 | Closed |
|
|
FNBT
79
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$7K | -200 | Closed |
|
|
KCPG
80
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -52 | Closed |
|
81
BNP Paribas Financial Markets
Paris,
France
| – | -$1.32K | -51 | Closed |
|
82
Creative Planning
Overland Park,
Kansas
| – | -$2K | -50 | Closed |
|
83
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -24 | Closed |
|
CUDA Hedge Fund Activity: Q2 2014 in Review
70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q2 2014, worth a combined $392M — up 7% from $366M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CUDA positions and 13 closed out — a net gain of 12 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $12.6M. The largest seller was Essex Investment Management, exiting entirely with an estimated $3.19M sold.
- 70 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $392M of Barracuda Networks, Inc. stock for Q2 2014, up 7% quarter-over-quarter.
- 25 funds opened new Barracuda Networks, Inc. positions in Q2 2014 and 13 closed out, a net change of +12 holders.
- The largest Barracuda Networks, Inc. buyer in Q2 2014 was Lord, Abbett & Co, an estimated $12.6M added.
- The largest Barracuda Networks, Inc. seller in Q2 2014 was Essex Investment Management, an estimated $3.19M sold.
Based on aggregated 13F filings for Q2 2014.