IronNet, Inc.
IRNT
IRNT was delisted on the 4th of August, 2023.
43 hedge funds and large institutions have $301M invested in IronNet, Inc. in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 42 closing their positions.
125% more capital invested
Capital invested by funds: $134M → $301M (+$167M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% less call options, than puts
Call options by funds: $196M | Put options by funds: $213M
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
23% less funds holding
Funds holding: 56 → 43 (-13)
31% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KDIA
KPCB DGF II Associates
Menlo Park,
California
|
+$88.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$57.2M |
| 3 |
Temasek Holdings
Singapore
|
+$41.7M |
| 4 |
AC
Athanor Capital
New York
|
+$14.7M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
-$9.49M |
| 2 |
Millennium Management
New York
|
-$8.74M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$8.62M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$8.45M |
| 5 |
ACM
Atalaya Capital Management
New York
|
-$6.99M |
IRNT Hedge Fund Activity: Q3 2021 in Review
43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in IronNet, Inc. (IRNT) for Q3 2021, worth a combined $301M — up 125% from $134M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IRNT and 29 opened new positions — a net loss of 13 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was KPCB DGF II Associates, opening a new position worth an estimated $88.3M. The largest seller was Glazer Capital LLC, exiting entirely with an estimated $9.49M sold.
- 43 institutional investors held IronNet, Inc. (IRNT) as of Q3 2021, down from 56 in Q2 2021.
- Funds reported $301M of IronNet, Inc. stock for Q3 2021, up 125% quarter-over-quarter.
- 29 funds opened new IronNet, Inc. positions in Q3 2021 and 42 closed out, a net change of -13 holders.
- The largest IronNet, Inc. buyer in Q3 2021 was KPCB DGF II Associates, an estimated $88.3M added.
- The largest IronNet, Inc. seller in Q3 2021 was Glazer Capital LLC, an estimated $9.49M sold.
Based on aggregated 13F filings for Q3 2021.