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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
GWSG
501
GPS Wealth Strategies Group
Colorado
$8.94K +$7.93K +145 New
Cohen & Steers
502
Cohen & Steers
New York
$8K
AAG
503
Armstrong Advisory Group
Massachusetts
$7.71K -$4.1K -75 -38%
BIA
504
Bell Investment Advisors
California
$7.71K -$1.2K -22 -15%
HIM
505
Hillsdale Investment Management
Ontario, Canada
$7.71K
CFO
506
CVA Family Office
Colorado
$7.71K +$6.01K +110 +733%
LOIM
507
Liberty One Investment Management
Illinois
$7.65K +$6.78K +124 New
WAM
508
WFA Asset Management
Wisconsin
$7.4K
PPC
509
Park Place Capital
Alabama
$6.54K +$2.3K +42 +66%
FWM
510
Focused Wealth Management
New York
$6.35K
CFFP
511
Center for Financial Planning
Michigan
$6.17K
PMFA
512
Plante Moran Financial Advisors
Michigan
$6.17K
GWS
513
Glassman Wealth Services
Virginia
$5.61K -$2.13K -39 -30%
CAC
514
Core Alternative Capital
Georgia
$5.12K +$1.2K +22 +36%
FMP
515
Financial Management Professionals
Texas
$5K
AF
516
Advisornet Financial
Minnesota
$4.99K +$328 +6 +8%
GIA
517
GHP Investment Advisors
Colorado
$4.63K
BWP
518
Baldwin Wealth Partners
Massachusetts
$4.63K +$4.1K +75 New
HCM
519
Hollencrest Capital Management
California
$4.38K
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.32K
CBT
521
Central Bank & Trust
Kentucky
$4.01K +$3.55K +65 New
PCM
522
Pointe Capital Management
Michigan
$3.7K +$3.28K +60 New
JWA
523
JFS Wealth Advisors
Pennsylvania
$3.39K +$656 +12 +28%
HWM
524
HighMark Wealth Management
Minnesota
$3.39K
Commonwealth Equity Services
525
Commonwealth Equity Services
Massachusetts
$3.3K +$375K +6,861 +15%