Cloudflare
678 hedge funds and large institutions have $29.8B invested in Cloudflare in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 204 increasing their positions, 262 reducing their positions, and 80 closing their positions.
298% more call options, than puts
Call options by funds: $4.8B | Put options by funds: $1.21B
79% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 80
21% more capital invested
Capital invested by funds: $24.5B → $29.8B (+$5.22B)
10% more funds holding
Funds holding: 617 → 678 (+61)
0.05% less ownership
Funds ownership: 82.78% → 82.74% (-0.05%)
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
22% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 262
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.45B |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$400M |
| 3 |
Two Sigma Investments
New York
|
+$299M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$220M |
| 5 |
D.E. Shaw & Co
New York
|
+$201M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$360M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$282M |
| 3 |
BlackRock
New York
|
-$242M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$228M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$206M |
NET Hedge Fund Activity: Q4 2021 in Review
678 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q4 2021, worth a combined $29.8B — up 21% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new NET positions and 80 closed out — a net gain of 63 holders — while 204 added to existing stakes and 262 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Fidelity Investments, cutting an estimated $360M.
- 678 institutional investors held Cloudflare (NET) as of Q4 2021, up from 617 in Q3 2021.
- Funds reported $29.8B of Cloudflare stock for Q4 2021, up 21% quarter-over-quarter.
- 143 funds opened new Cloudflare positions in Q4 2021 and 80 closed out, a net change of +63 holders.
- The largest Cloudflare buyer in Q4 2021 was Capital World Investors, an estimated $1.45B added.
- The largest Cloudflare seller in Q4 2021 was Fidelity Investments, an estimated $360M sold.
Based on aggregated 13F filings for Q4 2021.