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Cloudflare

505 hedge funds and large institutions have $13.7B invested in Cloudflare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 150

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

2% more funds holding

Funds holding: 493505 (+12)

3% less capital invested

Capital invested by funds: $14.2B → $13.7B (-$426M)

1.35% less ownership

Funds ownership: 79.62%78.27% (-1.4%)

17% less call options, than puts

Call options by funds: $405M | Put options by funds: $490M

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
505
Holders Change
+12
Holders Change %
+2.43%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.32%
New
99
Increased
204
Reduced
150
Closed
81
Calls
$405M
Puts
$490M
Net Calls
-$85M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Shell Asset Management
Netherlands
$97K +$52.6K +683 +99%
MA
402
Montag & Associates
Georgia
$95K -$58.7K -761 -36%
TFS
403
TrustCore Financial Services
Tennessee
$94K
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$89K +$63.7K +827 +189%
APA
405
American Portfolios Advisors
New York
$87.4K +$41.4K +537 +76%
NFSG
406
Newbridge Financial Services Group
Florida
$86K +$46.9K +608 +99%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$81K +$7.71K +100 +9%
AF
408
Allworth Financial
California
$74K +$80.9K +1,049 New
HPC
409
HM Payson & Co
Maine
$66K
CWM
410
Cedar Wealth Management
California
$63K -$3.85K -50 -5%
First Manhattan
411
First Manhattan
New York
$63K +$70.1K +910 New
JCM
412
Jacobi Capital Management
Pennsylvania
$62K -$9.1K -118 -12%
AIC
413
Ameritas Investment Company
Nebraska
$58K +$63.6K +825 New
RWG
414
Regal Wealth Group
California
$42K +$46.2K +600 New
SWM
415
Spire Wealth Management
Virginia
$42K +$47.7K +619 New
CFD
416
Creative Financial Designs
Indiana
$39K
EP
417
Eudaimonia Partners
Tennessee
$39K +$4.63K +60 +12%
VFA
418
Valeo Financial Advisors
Indiana
$38K -$154 -2 -0.4%
NFG
419
Next Financial Group
Texas
$37K -$98.2K -1,274 -71%
HI
420
Hudock Inc
Pennsylvania
$37K
BWA
421
BDO Wealth Advisors
Florida
$33K -$54K -700 -60%
HNB
422
Huntington National Bank
Ohio
$33K +$2.16K +28 +6%
BWP
423
Baldwin Wealth Partners
Massachusetts
$32K +$34.7K +450 New
SSB
424
Sandy Spring Bank
Maryland
$30K
SFS
425
Sowell Financial Services
Arkansas
$29K +$154 +2 +0.5%