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Extreme Networks

147 hedge funds and large institutions have $431M invested in Extreme Networks in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $477K | Put options by funds: $139K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

1% less funds holding

Funds holding: 149147 (-2)

17% less capital invested

Capital invested by funds: $521M → $431M (-$89.8M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
33
Increased
43
Reduced
52
Closed
34
Calls
$477K
Puts
$139K
Net Calls
+$338K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$21.6M -$9.99M -1,573,421 -30%
BIT
2
BlackRock Institutional Trust
California
$21.4M -$221K -34,748 -0.9%
PCMI
3
Paradigm Capital Management Inc
New York
$21M +$4.53M +713,859 +25%
RA
4
Royce & Associates
New York
$20.8M +$3.56M +560,000 +19%
SCM
5
SG Capital Management
Illinois
$20.5M +$22.5M +3,539,317 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.9M -$129K -20,259 -0.6%
NC
7
Northpointe Capital
Michigan
$18.3M -$1.44M -226,163 -7%
Allianz Asset Management
8
Allianz Asset Management
Germany
$15.7M +$196K +30,816 +1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$15.4M -$1.18M -186,335 -7%
BFA
10
BlackRock Fund Advisors
California
$15.1M +$162K +25,514 +1%
CAM
11
Cortina Asset Management
Wisconsin
$14.4M +$4.54M +714,452 +40%
Northern Trust
12
Northern Trust
Illinois
$13.9M -$522K -82,284 -3%
TAM
13
THB Asset Management
Connecticut
$11.5M +$468K +73,650 +4%
SFM
14
Soros Fund Management
New York
$11.4M +$11.4M +1,800,000 +1,080%
State Street
15
State Street
Massachusetts
$9.71M -$196K -30,883 -2%
IIM
16
Ironwood Investment Management
Massachusetts
$9.17M +$9.1M +1,433,756 +969%
PWAM
17
Park West Asset Management
California
$8.7M +$9.52M +1,500,000 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$8.06M -$402K -63,253 -4%
LSC
19
Lyon Street Capital
California
$7.61M +$1.11M +174,774 +15%
AWMDMG
20
Austin W. Marxe & David M. Greenhouse
New York
$7.31M +$952K +150,000 +14%
BA
21
BlackRock Advisors
Delaware
$7.22M +$1.2M +189,694 +18%
CCM
22
Coe Capital Management
Illinois
$6.54M +$7.16M +1,127,406 New
WMSA
23
Weiss Multi-Strategy Advisers
New York
$6.38M +$6.98M +1,100,000 New
Millennium Management
24
Millennium Management
New York
$5.66M -$6.74M -1,061,800 -52%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.37M -$489K -77,036 -8%

EXTR Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Extreme Networks (EXTR) for Q1 2014, worth a combined $431M — down 17% from $521M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of EXTR and 33 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 43 added.

The largest buyer was SG Capital Management, opening a new position worth an estimated $22.5M. The largest seller was Numeric Investors, exiting entirely with an estimated $11.2M sold.

  • 147 institutional investors held Extreme Networks (EXTR) as of Q1 2014, down from 149 in Q4 2013.
  • Funds reported $431M of Extreme Networks stock for Q1 2014, down 17% quarter-over-quarter.
  • 33 funds opened new Extreme Networks positions in Q1 2014 and 34 closed out, a net change of -1 holder.
  • The largest Extreme Networks buyer in Q1 2014 was SG Capital Management, an estimated $22.5M added.
  • The largest Extreme Networks seller in Q1 2014 was Numeric Investors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2014.