Cloudflare
NET
562 hedge funds and large institutions have $12.8B invested in Cloudflare in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 216 increasing their positions, 165 reducing their positions, and 63 closing their positions.
3,324% more call options, than puts
Call options by funds: $15.9B | Put options by funds: $465M
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
32% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 63
31% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 165
24% more capital invested
Capital invested by funds: $10.3B → $12.8B (+$2.47B)
3% more funds holding
Funds holding: 548 → 562 (+14)
1.72% less ownership
Funds ownership: 83.97% → 82.25% (-1.7%)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$183M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$134M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$83M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$57M |
| 5 |
Jane Street
New York
|
+$51.1M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$237M |
| 2 |
Two Sigma Investments
New York
|
-$149M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$144M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$127M |
| 5 |
D.E. Shaw & Co
New York
|
-$80.3M |
NET Hedge Fund Activity: Q3 2022 in Review
562 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q3 2022, worth a combined $12.8B — up 24% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NET positions and 63 closed out — a net gain of 20 holders — while 216 added to existing stakes and 165 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was First Trust Advisors, cutting an estimated $237M.
- 562 institutional investors held Cloudflare (NET) as of Q3 2022, up from 548 in Q2 2022.
- Funds reported $12.8B of Cloudflare stock for Q3 2022, up 24% quarter-over-quarter.
- 83 funds opened new Cloudflare positions in Q3 2022 and 63 closed out, a net change of +20 holders.
- The largest Cloudflare buyer in Q3 2022 was Fidelity Investments, an estimated $183M added.
- The largest Cloudflare seller in Q3 2022 was First Trust Advisors, an estimated $237M sold.
Based on aggregated 13F filings for Q3 2022.