Cloudflare
559 hedge funds and large institutions have $16B invested in Cloudflare in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 202 reducing their positions, and 77 closing their positions.
6% more capital invested
Capital invested by funds: $15.1B → $16B (+$968M)
0.33% more ownership
Funds ownership: 85.19% → 85.53% (+0.33%)
2% less call options, than puts
Call options by funds: $625M | Put options by funds: $638M
4% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 202
2% less funds holding
Funds holding: 570 → 559 (-11)
12% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 77
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
Top Buyers
Top Sellers
NET Hedge Fund Activity: Q2 2023 in Review
559 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q2 2023, worth a combined $16B — up 6.4% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of NET and 68 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 194 added.
The largest buyer was Capital World Investors, adding an estimated $571M. The largest seller was Fidelity Investments, cutting an estimated $204M.
- 559 institutional investors held Cloudflare (NET) as of Q2 2023, down from 570 in Q1 2023.
- Funds reported $16B of Cloudflare stock for Q2 2023, up 6.4% quarter-over-quarter.
- 68 funds opened new Cloudflare positions in Q2 2023 and 77 closed out, a net change of -9 holders.
- The largest Cloudflare buyer in Q2 2023 was Capital World Investors, an estimated $571M added.
- The largest Cloudflare seller in Q2 2023 was Fidelity Investments, an estimated $204M sold.
Based on aggregated 13F filings for Q2 2023.