Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
165 hedge funds and large institutions have $1.2B invested in Barracuda Networks, Inc. in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 42 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
36% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $1.33M
18% more capital invested
Capital invested by funds: $1.02B → $1.2B (+$185M)
2% more funds holding
Funds holding: 162 → 165 (+3)
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
21% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$58M |
| 2 |
SGCM
Sand Grove Capital Management
London,
United Kingdom
|
+$31.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$30.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$30.1M |
| 5 |
GCL
Glazer Capital LLC
New York
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$49.9M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$37.1M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$21.8M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$21.1M |
| 5 |
Renaissance Technologies
New York
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
201
Edge Wealth Management
New York
| – | -$48K | -2,000 | Closed |
|
|
MAM
202
Meeder Asset Management
Dublin,
Ohio
| – | -$17K | -698 | Closed |
|
|
TDC
203
Thompson Davis & Co
Richmond,
Virginia
| – | -$15K | -625 | Closed |
|
|
FMA
204
FNY Managed Accounts
New York
| – | -$5K | -232 | Closed |
|
|
VFA
205
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1K | -43 | Closed |
|
206
AssetMark Inc
Concord,
California
| – | +$372 | +15 | New |
|
CUDA Hedge Fund Activity: Q4 2017 in Review
165 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q4 2017, worth a combined $1.2B — up 18% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CUDA positions and 42 closed out — a net gain of 3 holders — while 48 added to existing stakes and 61 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $49.9M sold.
- 165 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q4 2017, up from 162 in Q3 2017.
- Funds reported $1.2B of Barracuda Networks, Inc. stock for Q4 2017, up 18% quarter-over-quarter.
- 45 funds opened new Barracuda Networks, Inc. positions in Q4 2017 and 42 closed out, a net change of +3 holders.
- The largest Barracuda Networks, Inc. buyer in Q4 2017 was JP Morgan Chase, an estimated $58M added.
- The largest Barracuda Networks, Inc. seller in Q4 2017 was ClearBridge Investments, an estimated $49.9M sold.
Based on aggregated 13F filings for Q4 2017.