Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
77 hedge funds and large institutions have $336M invested in Barracuda Networks, Inc. in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
10% more funds holding
Funds holding: 70 → 77 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less capital invested
Capital invested by funds: $392M → $336M (-$56.2M)
16% less call options, than puts
Call options by funds: $2.05M | Put options by funds: $2.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$15.8M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
+$15.2M |
| 3 |
Bank of New York Mellon
New York
|
+$4.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.01M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
SCGF III Management
Menlo Park,
California
|
-$22.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$13.6M |
| 3 |
SM
SCFF Management
Menlo Park,
California
|
-$5.28M |
| 4 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$2.84M |
| 5 |
Goldman Sachs
New York
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
76
Capital Impact Advisors
Boston,
Massachusetts
| $232 | – | – | – |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $126 | -$8.92K | -317 | -6% |
|
|
78
Lord, Abbett & Co
Jersey City,
New Jersey
| – | -$13.6M | -439,922 | Closed |
|
|
79
Goldman Sachs
New York
| – | -$2.11M | -68,144 | Closed |
|
|
AP
80
AlpInvest Partners
Amsterdam,
Netherlands
| – | -$1.5M | -48,508 | Closed |
|
81
Millennium Management
New York
| – | -$451K | -14,528 | Closed |
|
82
D.E. Shaw & Co
New York
| – | -$282K | -9,075 | Closed |
|
|
VCAM
83
Valentine Capital Asset Management
Danville,
California
| – | -$223K | -7,200 | Closed |
|
|
PPA
84
Parametric Portfolio Associates
Seattle,
Washington
| – | -$205K | -6,624 | Closed |
|
85
Marshall Wace
London,
United Kingdom
| – | -$134K | -4,309 | Closed |
|
|
PCM
86
Prelude Capital Management
New York
| – | -$118K | -3,802 | Closed |
|
|
VFA
87
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$21K | -676 | Closed |
|
88
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3K | -110 | Closed |
|
CUDA Hedge Fund Activity: Q3 2014 in Review
77 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q3 2014, worth a combined $336M — down 14% from $392M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CUDA positions and 11 closed out — a net gain of 7 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $15.8M. The largest seller was SCGF III Management, cutting an estimated $22.8M.
- 77 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q3 2014, up from 70 in Q2 2014.
- Funds reported $336M of Barracuda Networks, Inc. stock for Q3 2014, down 14% quarter-over-quarter.
- 18 funds opened new Barracuda Networks, Inc. positions in Q3 2014 and 11 closed out, a net change of +7 holders.
- The largest Barracuda Networks, Inc. buyer in Q3 2014 was ClearBridge Investments, an estimated $15.8M added.
- The largest Barracuda Networks, Inc. seller in Q3 2014 was SCGF III Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2014.