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FIRE

SOURCEFIRE INC COM STK
FIRE

Delisted

FIRE was delisted on the 7th of October, 2013.

169 hedge funds and large institutions have $2.24B invested in SOURCEFIRE INC COM STK in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 64 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

49% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $27.2M

17% more capital invested

Capital invested by funds: $1.91B → $2.24B (+$329M)

13% less funds holding

Funds holding: 195169 (-26)

28% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 64

35% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 72

Holders
169
Holders Change
-26
Holders Change %
-13.33%
% of All Funds
5.48%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.29%
New
47
Increased
46
Reduced
64
Closed
72
Calls
$40.4M
Puts
$27.2M
Net Calls
+$13.2M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M -$45.5M -636,211 -22%
WIC
2
Water Island Capital
New York
$172M +$162M +2,261,617 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$144M +$5.29M +74,026 +4%
BFA
4
BlackRock Fund Advisors
California
$134M +$15.2M +212,873 +14%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$94.1M -$12.7M -177,760 -13%
WBC
6
Westpac Banking Corp
Australia
$76.3M -$19.1M -267,315 -21%
HMC
7
Harvard Management Company
Massachusetts
$75.2M +$70.7M +989,912 New
WA
8
Wasatch Advisors
Utah
$73.3M -$8.91M -124,716 -11%
ClearBridge Investments
9
ClearBridge Investments
New York
$70.9M +$6.57M +91,963 +11%
BIT
10
BlackRock Institutional Trust
California
$64.4M +$1.27M +17,775 +2%
WCMNY
11
Westchester Capital Management (New York)
New York
$62.1M +$58.5M +818,297 New
GF
12
Gabelli Funds
New York
$55.6M +$52.3M +732,457 New
State Street
13
State Street
Massachusetts
$52.3M +$5.29M +74,082 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$50.7M +$23.4M +327,639 +96%
AQR Capital Management
15
AQR Capital Management
Connecticut
$50.7M +$47.7M +667,372 New
VOYA Investment Management
16
VOYA Investment Management
Georgia
$47.2M +$2.25M +31,436 +5%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$41.3M +$23.5M +329,089 +153%
Barclays
18
Barclays
United Kingdom
$40M +$34.6M +484,581 +1,008%
EAM
19
Eagle Asset Management
Florida
$39M -$55M -769,546 -60%
Morgan Stanley
20
Morgan Stanley
New York
$36.6M +$29M +405,752 +530%
AAA
21
Alpine Associates Advisors
New Jersey
$36.4M +$34.3M +479,837 New
GI
22
GAMCO Investors
Connecticut
$35.8M +$33.7M +472,200 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$33.2M -$36.8M -514,663 -54%
JP Morgan Chase
24
JP Morgan Chase
New York
$32.3M -$8.91M -124,661 -23%
Northern Trust
25
Northern Trust
Illinois
$27.2M -$7.77M -108,778 -23%

FIRE Hedge Fund Activity: Q3 2013 in Review

169 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in SOURCEFIRE INC COM STK (FIRE) for Q3 2013, worth a combined $2.24B — up 17% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of FIRE and 47 opened new positions — a net loss of 25 holders — while 64 trimmed existing stakes and 46 added.

The largest buyer was Water Island Capital, opening a new position worth an estimated $162M. The largest seller was Wells Fargo, cutting an estimated $130M.

  • 169 institutional investors held SOURCEFIRE INC COM STK (FIRE) as of Q3 2013, down from 195 in Q2 2013.
  • Funds reported $2.24B of SOURCEFIRE INC COM STK stock for Q3 2013, up 17% quarter-over-quarter.
  • 47 funds opened new SOURCEFIRE INC COM STK positions in Q3 2013 and 72 closed out, a net change of -25 holders.
  • The largest SOURCEFIRE INC COM STK buyer in Q3 2013 was Water Island Capital, an estimated $162M added.
  • The largest SOURCEFIRE INC COM STK seller in Q3 2013 was Wells Fargo, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2013.