Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
58 hedge funds and large institutions have $366M invested in Barracuda Networks, Inc. in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
7% more funds holding
Funds holding: 54 → 58 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $446M → $366M (-$80.1M)
45% less call options, than puts
Call options by funds: $1.3M | Put options by funds: $2.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$5.19M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$2.22M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$601K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$550K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.8M |
| 2 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$10.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$3.87M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.76M |
| 5 |
CCM
Connective Capital Management
Palo Alto,
California
|
-$1.52M |
CUDA Hedge Fund Activity: Q1 2014 in Review
58 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q1 2014, worth a combined $366M — down 18% from $446M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CUDA positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $5.19M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.8M.
- 58 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q1 2014, up from 54 in Q4 2013.
- Funds reported $366M of Barracuda Networks, Inc. stock for Q1 2014, down 18% quarter-over-quarter.
- 12 funds opened new Barracuda Networks, Inc. positions in Q1 2014 and 7 closed out, a net change of +5 holders.
- The largest Barracuda Networks, Inc. buyer in Q1 2014 was ClearBridge Investments, an estimated $5.19M added.
- The largest Barracuda Networks, Inc. seller in Q1 2014 was T. Rowe Price Associates, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2014.