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Cloudflare

570 hedge funds and large institutions have $15.1B invested in Cloudflare in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 216 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 55

38% more capital invested

Capital invested by funds: $10.9B → $15.1B (+$4.15B)

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 174

4% more funds holding

Funds holding: 549570 (+21)

0.08% more ownership

Funds ownership: 85.12%85.19% (+0.08%)

5% less call options, than puts

Call options by funds: $517M | Put options by funds: $545M

Holders
570
Holders Change
+21
Holders Change %
+3.83%
% of All Funds
9.08%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
87
Increased
216
Reduced
174
Closed
55
Calls
$517M
Puts
$545M
Net Calls
-$27.6M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$715K +$50.8K +929 +9%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$706K +$58.4K +1,068 +10%
AWM
303
Avitas Wealth Management
California
$693K -$11K -201 -2%
Verition Fund Management
304
Verition Fund Management
Connecticut
$677K -$757K -13,837 -56%
FWP
305
FAS Wealth Partners
Kansas
$665K +$71.6K +1,310 +14%
M&T Bank
306
M&T Bank
New York
$659K +$10K +183 +2%
Robeco Institutional Asset Management
307
Robeco Institutional Asset Management
Netherlands
$659K
TSS
308
Two Sigma Securities
New York
$658K +$583K +10,670 New
WFC
309
Western Financial Corp
California
$652K +$578K +10,568 New
ARG
310
Advisory Resource Group
Oklahoma
$642K -$43.9K -803 -7%
IC
311
IEQ Capital
California
$638K -$298K -5,447 -34%
PCIA
312
Prime Capital Investment Advisors
Kansas
$634K +$562K +10,280 New
Point72 Asset Management
313
Point72 Asset Management
Connecticut
$632K +$560K +10,250 New
VIA
314
Vident Investment Advisory
Georgia
$628K -$637K -11,648 -53%
GC
315
Guggenheim Capital
Illinois
$627K +$190K +3,469 +52%
SW
316
SteelPeak Wealth
California
$617K
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$598K +$8.69K +159 +2%
AP
318
AtonRa Partners
Switzerland
$596K -$561K -10,258 -51%
JMPWA
319
JP Morgan Private Wealth Advisors
California
$595K -$86.6K -1,583 -14%
MGIA
320
Moneta Group Investment Advisors
Missouri
$589K +$522K +9,553 New
SYBT
321
Stock Yards Bank & Trust
Kentucky
$572K +$2.73K +50 +0.5%
Parallax Volatility Advisers
322
Parallax Volatility Advisers
California
$558K -$15.1M -276,108 -97%
JFG
323
Jefferies Financial Group
New York
$554K -$62.3K -1,139 -11%
CFGS
324
Concourse Financial Group Securities
Alabama
$550K -$47.8K -875 -9%
Wealthfront Advisers
325
Wealthfront Advisers
California
$541K -$3.44K -63 -0.7%