MuleSoft, Inc.
MULE
MULE was delisted on the 1st of May, 2018.
150 hedge funds and large institutions have $1.31B invested in MuleSoft, Inc. in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 18 closing their positions.
233% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 18
220% more call options, than puts
Call options by funds: $21M | Put options by funds: $6.57M
211% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 19
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
115% more capital invested
Capital invested by funds: $608M → $1.31B (+$700M)
39% more funds holding
Funds holding: 108 → 150 (+42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$78.9M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$55.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51M |
| 4 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$40.8M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Sapphire Ventures
Austin,
Texas
|
-$154M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.5M |
| 3 |
CC
Cipher Capital
New York
|
-$2.63M |
| 4 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$1.83M |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$1.63M |
MULE Hedge Fund Activity: Q4 2017 in Review
150 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in MuleSoft, Inc. (MULE) for Q4 2017, worth a combined $1.31B — up 115% from $608M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MULE positions and 18 closed out — a net gain of 42 holders — while 59 added to existing stakes and 19 trimmed.
The largest buyer was Sylebra Capital (HK), adding an estimated $78.9M. The largest seller was Sapphire Ventures, exiting entirely with an estimated $154M sold.
- 150 institutional investors held MuleSoft, Inc. (MULE) as of Q4 2017, up from 108 in Q3 2017.
- Funds reported $1.31B of MuleSoft, Inc. stock for Q4 2017, up 115% quarter-over-quarter.
- 60 funds opened new MuleSoft, Inc. positions in Q4 2017 and 18 closed out, a net change of +42 holders.
- The largest MuleSoft, Inc. buyer in Q4 2017 was Sylebra Capital (HK), an estimated $78.9M added.
- The largest MuleSoft, Inc. seller in Q4 2017 was Sapphire Ventures, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2017.