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Extreme Networks

149 hedge funds and large institutions have $521M invested in Extreme Networks in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $510K | Put options by funds: $68K

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

40% more capital invested

Capital invested by funds: $371M → $521M (+$150M)

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

8% more funds holding

Funds holding: 138149 (+11)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
53
Reduced
45
Closed
27
Calls
$510K
Puts
$68K
Net Calls
+$442K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bogle Investment Management
Massachusetts
$6.25M +$4.41M +710,163 +383%
Norges Bank
27
Norges Bank
Norway
$5.72M
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$5.24M +$2.24M +360,972 +93%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$4.95M +$1.52M +245,317 +54%
CM
30
Castleark Management
Illinois
$4.75M +$4.22M +679,950 New
KIA
31
Kopp Investment Advisors
Minnesota
$4.51M +$2.36M +379,175 +142%
KF
32
Kopp Funds
Wisconsin
$4.51M +$4.01M +646,090 New
TC
33
TFS Capital
Pennsylvania
$4.5M -$437K -70,427 -10%
OAM
34
Oxford Asset Management
United Kingdom
$4.25M +$1.82M +293,037 +93%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$4.16M -$95K -15,300 -3%
ZIM
36
ZPR Investment Management
Florida
$3.66M +$3.26M +524,380 New
Two Sigma Investments
37
Two Sigma Investments
New York
$3.6M -$2.77M -446,527 -46%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$3.4M -$318K -51,270 -10%
WPC
39
White Pine Capital
Minnesota
$3.32M -$1.84M -296,925 -38%
SBH
40
Segall Bryant & Hamill
Illinois
$3.28M -$1.22M -196,674 -29%
GMCM
41
Gruber & McBaine Capital Management
California
$3.19M -$339K -54,536 -11%
RBLCM
42
Roaring Blue Lion Capital Management
Texas
$3.14M -$1.37M -220,570 -33%
TCIM
43
TIAA CREF Investment Management
New York
$2.98M -$99.1K -15,956 -4%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.93M -$798K -128,400 -23%
GC
45
Globeflex Capital
California
$2.78M +$2.48M +398,500 New
NFA
46
Nationwide Fund Advisors
Ohio
$2.61M +$1.22M +195,752 +110%
RHJA
47
Rice Hall James & Associates
California
$2.44M +$2.17M +349,501 New
DCM
48
Driehaus Capital Management
Illinois
$2.33M +$1.09M +176,246 +112%
PCM
49
Piermont Capital Management
Missouri
$2.23M +$1.99M +320,110 New
Morgan Stanley
50
Morgan Stanley
New York
$2.19M +$1.17M +189,081 +152%

EXTR Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Extreme Networks (EXTR) for Q4 2013, worth a combined $521M — up 40% from $371M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXTR positions and 27 closed out — a net gain of 11 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $15M. The largest seller was Wellington Management Group, cutting an estimated $18.7M.

  • 149 institutional investors held Extreme Networks (EXTR) as of Q4 2013, up from 138 in Q3 2013.
  • Funds reported $521M of Extreme Networks stock for Q4 2013, up 40% quarter-over-quarter.
  • 38 funds opened new Extreme Networks positions in Q4 2013 and 27 closed out, a net change of +11 holders.
  • The largest Extreme Networks buyer in Q4 2013 was Allianz Asset Management, an estimated $15M added.
  • The largest Extreme Networks seller in Q4 2013 was Wellington Management Group, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2013.