Barracuda Networks, Inc.
CUDA
CUDA was delisted on the 9th of February, 2018.
117 hedge funds and large institutions have $538M invested in Barracuda Networks, Inc. in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 28 closing their positions.
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
9% more capital inflows, than outflows
Capital inflows: $108M | Capital outflows: $99.2M
1% more funds holding
Funds holding: 116 → 117 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less call options, than puts
Call options by funds: $6.1M | Put options by funds: $6.47M
2.08% less ownership
Funds ownership: 56.16% → 54.08% (-2.1%)
14% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCCM
Herring Creek Capital Management
Stamford,
Connecticut
|
+$10M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$8.99M |
| 3 |
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$4.98M |
| 4 |
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$4.86M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS Investment Management
San Francisco,
California
|
-$23.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.86M |
| 3 |
Janus Henderson Investors US
Denver,
Colorado
|
-$8.83M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$7.62M |
| 5 |
BlackRock Advisors
Wilmington,
Delaware
|
-$5.27M |
CUDA Hedge Fund Activity: Q4 2015 in Review
117 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Barracuda Networks, Inc. (CUDA) for Q4 2015, worth a combined $538M — up 16% from $466M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CUDA positions and 28 closed out — a net gain of 3 holders — while 32 added to existing stakes and 37 trimmed.
The largest buyer was Herring Creek Capital Management, opening a new position worth an estimated $10M. The largest seller was RS Investment Management, exiting entirely with an estimated $23.2M sold.
- 117 institutional investors held Barracuda Networks, Inc. (CUDA) as of Q4 2015, up from 116 in Q3 2015.
- Funds reported $538M of Barracuda Networks, Inc. stock for Q4 2015, up 16% quarter-over-quarter.
- 31 funds opened new Barracuda Networks, Inc. positions in Q4 2015 and 28 closed out, a net change of +3 holders.
- The largest Barracuda Networks, Inc. buyer in Q4 2015 was Herring Creek Capital Management, an estimated $10M added.
- The largest Barracuda Networks, Inc. seller in Q4 2015 was RS Investment Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2015.