Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
100 hedge funds and large institutions have $1.02B invested in Barracuda Networks, Inc. in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 11 closing their positions.
227% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 11
203% more capital invested
Capital invested by funds: $336M → $1.02B (+$683M)
178% more call options, than puts
Call options by funds: $4.45M | Put options by funds: $1.6M
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more funds holding
Funds holding: 77 → 100 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.5M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$10.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$9.51M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.31M |
| 2 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$1.7M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$1.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$901K |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$464K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRCM
101
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$1.61M | -62,699 | Closed |
|
|
102
Credit Agricole
Montrouge Cedex,
France
| – | -$464K | -18,100 | Closed |
|
|
HMC
103
Harvard Management Company
Boston,
Massachusetts
| – | -$281K | -10,971 | Closed |
|
|
BPC
104
Banque Pictet & Cie
Geneva 73,
Switzerland
| – | -$275K | -10,706 | Closed |
|
|
HCA
105
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$258K | -10,050 | Closed |
|
|
SKK
106
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$243K | -9,468 | Closed |
|
107
William Blair & Company
Chicago,
Illinois
| – | -$218K | -8,534 | Closed |
|
|
SST
108
S Squared Technology
New York
| – | -$112K | -4,350 | Closed |
|
109
Group One Trading
Chicago,
Illinois
| – | -$107K | -4,190 | Closed |
|
110
BNP Paribas Financial Markets
Paris,
France
| – | -$18.7K | -728 | Closed |
|
|
NFG
111
Next Financial Group
Houston,
Texas
| – | -$10K | -400 | Closed |
|
CUDA Hedge Fund Activity: Q4 2014 in Review
100 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q4 2014, worth a combined $1.02B — up 203% from $336M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CUDA positions and 11 closed out — a net gain of 25 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $41.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.31M.
- 100 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q4 2014, up from 77 in Q3 2014.
- Funds reported $1.02B of Barracuda Networks, Inc. stock for Q4 2014, up 203% quarter-over-quarter.
- 36 funds opened new Barracuda Networks, Inc. positions in Q4 2014 and 11 closed out, a net change of +25 holders.
- The largest Barracuda Networks, Inc. buyer in Q4 2014 was AllianceBernstein, an estimated $41.2M added.
- The largest Barracuda Networks, Inc. seller in Q4 2014 was T. Rowe Price Associates, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2014.