Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
70 hedge funds and large institutions have $392M invested in Barracuda Networks, Inc. in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 13 closing their positions.
454% more capital inflows, than outflows
Capital inflows: $61M | Capital outflows: $11M
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 58 → 70 (+12)
3.22% more ownership
Funds ownership: 21.35% → 24.57% (+3.2%)
8% less call options, than puts
Call options by funds: $5.08M | Put options by funds: $5.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$12.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.6M |
| 3 |
Pine River Capital Management
Minnetonka,
Minnesota
|
+$4.69M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$4.24M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essex Investment Management
Boston,
Massachusetts
|
-$3.18M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.86M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.26M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$962K |
CUDA Hedge Fund Activity: Q2 2014 in Review
70 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q2 2014, worth a combined $392M — up 6.3% from $369M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CUDA positions and 13 closed out — a net gain of 12 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $12.6M. The largest seller was Essex Investment Management, exiting entirely with an estimated $3.18M sold.
- 70 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $392M of Barracuda Networks, Inc. stock for Q2 2014, up 6.3% quarter-over-quarter.
- 25 funds opened new Barracuda Networks, Inc. positions in Q2 2014 and 13 closed out, a net change of +12 holders.
- The largest Barracuda Networks, Inc. buyer in Q2 2014 was Lord, Abbett & Co, an estimated $12.6M added.
- The largest Barracuda Networks, Inc. seller in Q2 2014 was Essex Investment Management, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2014.