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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSU
76
Mizuho Securities USA
New York
| – | -$669K | -67,203 | Closed |
|
|
BCM
77
BCK Capital Management
Stamford,
Connecticut
| – | -$579K | -57,978 | Closed |
|
|
OPU
78
Omni Partners US
Irvine,
California
| – | -$520K | -52,011 | Closed |
|
|
LCM
79
Landscape Capital Management
Englewood,
New Jersey
| – | -$479K | -47,934 | Closed |
|
|
FIA
80
FNY Investment Advisers
New York
| – | -$400K | -40,074 | Closed |
|
|
SMA
81
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$343K | -34,356 | Closed |
|
|
FTCM
82
First Trust Capital Management
Chicago,
Illinois
| – | -$294K | -29,389 | Closed |
|
|
PCM
83
Pentwater Capital Management
Naples,
Florida
| – | -$250K | -25,000 | Closed |
|
84
Verition Fund Management
Greenwich,
Connecticut
| – | -$271K | -18,432 | Closed |
|
85
Arrowstreet Capital
Boston,
Massachusetts
| – | -$160K | -15,985 | Closed |
|
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.