Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
167 hedge funds and large institutions have $785M invested in Barracuda Networks, Inc. in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 20 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 34
105% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 20
46% more call options, than puts
Call options by funds: $3.09M | Put options by funds: $2.12M
23% more capital invested
Capital invested by funds: $637M → $785M (+$147M)
9% more funds holding
Funds holding: 153 → 167 (+14)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$40.8M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$40.8M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$17.5M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$11.1M |
| 5 |
Renaissance Technologies
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPM
Francisco Partners Management
San Francisco,
California
|
-$61.9M |
| 2 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$5.05M |
| 3 |
Morgan Stanley
New York
|
-$3.54M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$2.79M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$2.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
176
Strategic Investment Management
Arlington,
Virginia
| – | -$318K | -14,863 | Closed |
|
|
HCM
177
Highbridge Capital Management
New York
| – | -$307K | -14,313 | Closed |
|
|
CL
178
Chubb Ltd
Zurich,
Switzerland
| – | -$280K | -13,071 | Closed |
|
|
AIMCA
179
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| – | -$255K | -11,900 | Closed |
|
|
ROTUOC
180
Regents of the University of California
Oakland,
California
| – | -$221K | -10,325 | Closed |
|
|
PG
181
PEAK6 Group
Chicago,
Illinois
| – | -$142K | -6,063 | Closed |
|
|
AA
182
Ancora Advisors
Cleveland,
Ohio
| – | -$86K | -4,000 | Closed |
|
|
FPFS
183
First Personal Financial Services
Charlotte,
North Carolina
| – | -$29K | -1,347 | Closed |
|
|
TRCT
184
Tower Research Capital (TRC)
New York
| – | -$24K | -1,141 | Closed |
|
185
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$11K | -500 | Closed |
|
186
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -204 | Closed |
|
|
PMFA
187
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -103 | Closed |
|
CUDA Hedge Fund Activity: Q1 2017 in Review
167 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q1 2017, worth a combined $785M — up 23% from $637M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CUDA positions and 20 closed out — a net gain of 21 holders — while 80 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $40.8M. The largest seller was Francisco Partners Management, cutting an estimated $61.9M.
- 167 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q1 2017, up from 153 in Q4 2016.
- Funds reported $785M of Barracuda Networks, Inc. stock for Q1 2017, up 23% quarter-over-quarter.
- 41 funds opened new Barracuda Networks, Inc. positions in Q1 2017 and 20 closed out, a net change of +21 holders.
- The largest Barracuda Networks, Inc. buyer in Q1 2017 was BlackRock, an estimated $40.8M added.
- The largest Barracuda Networks, Inc. seller in Q1 2017 was Francisco Partners Management, an estimated $61.9M sold.
Based on aggregated 13F filings for Q1 2017.