Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
123 hedge funds and large institutions have $436M invested in Barracuda Networks, Inc. in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
100% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 24
14% more funds holding
Funds holding: 108 → 123 (+15)
2% more capital invested
Capital invested by funds: $429M → $436M (+$7.15M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
67% less call options, than puts
Call options by funds: $3.93M | Put options by funds: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$11.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$6.61M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.29M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.63M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
SCGF III Management
Menlo Park,
California
|
-$32.3M |
| 2 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
-$22.2M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$19.7M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$5.12M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
126
Highbridge Capital Management
New York
| – | -$1.1M | -71,242 | Closed |
|
|
EIM
127
Essex Investment Management
Boston,
Massachusetts
| – | -$551K | -35,747 | Closed |
|
|
NJBEST
128
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| – | -$462K | -30,000 | Closed |
|
|
AP
129
AlpInvest Partners
Amsterdam,
Netherlands
| – | -$431K | -28,012 | Closed |
|
|
LCM
130
Laurion Capital Management
New York
| – | -$234K | -15,200 | Closed |
|
131
Capital Fund Management (CFM)
Paris,
France
| – | -$183K | -11,900 | Closed |
|
|
PAM
132
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$177K | -11,471 | Closed |
|
133
Simplex Trading
Chicago,
Illinois
| – | -$94.4K | -5,910 | Closed |
|
|
EWM
134
Edge Wealth Management
New York
| – | -$77K | -5,000 | Closed |
|
135
Credit Agricole
Montrouge Cedex,
France
| – | -$64K | -4,167 | Closed |
|
|
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -95 | Closed |
|
|
AG
137
Advisor Group
Phoenix,
Arizona
| – | +$208 | +13 | New |
|
CUDA Hedge Fund Activity: Q2 2016 in Review
123 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q2 2016, worth a combined $436M — up 1.7% from $429M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CUDA positions and 15 closed out — a net gain of 16 holders — while 48 added to existing stakes and 24 trimmed.
The largest buyer was Alyeska Investment Group, adding an estimated $11.1M. The largest seller was SCGF III Management, cutting an estimated $32.3M.
- 123 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q2 2016, up from 108 in Q1 2016.
- Funds reported $436M of Barracuda Networks, Inc. stock for Q2 2016, up 1.7% quarter-over-quarter.
- 31 funds opened new Barracuda Networks, Inc. positions in Q2 2016 and 15 closed out, a net change of +16 holders.
- The largest Barracuda Networks, Inc. buyer in Q2 2016 was Alyeska Investment Group, an estimated $11.1M added.
- The largest Barracuda Networks, Inc. seller in Q2 2016 was SCGF III Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2016.