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Cloudflare
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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
678
Holders Change
+61
Holders Change %
+9.89%
% of All Funds
10.43%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
143
Increased
204
Reduced
262
Closed
80
Calls
$4.8B
Puts
$1.21B
Net Calls
+$3.59B
Net Calls Change
+$517M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
First Trust Advisors
First Trust Advisors
Illinois
+$400M
3
Two Sigma Investments
Two Sigma Investments
New York
+$299M
4
Franklin Resources
Franklin Resources
California
+$220M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$360M
2
Norges Bank
Norges Bank
Norway
-$282M
3
BlackRock
BlackRock
New York
-$242M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$228M
5
Wells Fargo
Wells Fargo
California
-$206M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K – – –
RIM
577
Rockbridge Investment Management
New York
$47K +$59.8K +357 New
AWM
578
Avior Wealth Management
Nebraska
$43K – – –
HSA
579
HBK Sorce Advisory
Pennsylvania
$42K +$8.38K +50 +0%
RA
580
Rise Advisors
New York
$41.9K +$53.5K +319 New
MAM
581
Meeder Asset Management
Ohio
$39K -$1.01M -6,045 -95%
SFFS
582
Stonehage Fleming Financial Services
Jersey
$39K +$50.4K +301 New
TFGT
583
TS Financial Group (TSFG)
Illinois
$38K -$213K -1,274 -82%
WBC
584
West Branch Capital
Massachusetts
$35K – – –
EWA
585
EverSource Wealth Advisors
Alabama
$34K +$43.7K +261 New
CFA
586
Carroll Financial Associates
North Carolina
$31K -$1K -6 -3%
AIM
587
Anchor Investment Management
South Carolina
$30.8K -$3.35K -20 -8%
APC
588
Aspire Private Capital
North Carolina
$30K – – –
TCM
589
Tradewinds Capital Management
Washington
$30K – – –
ADL
590
Asset Dedication LLC
California
$29K -$20.1K -120 -36%
CTC
591
Central Trust Company
Missouri
$26K – – –
HMS
592
Hanseatic Management Services
New Mexico
$26K – – –
PP
593
PrairieView Partners
Minnesota
$26K – – –
WAS
594
Winch Advisory Services
Wisconsin
$25K -$34K -203 -52%
Northwestern Mutual Wealth Management
595
Northwestern Mutual Wealth Management
Wisconsin
$24K -$17.6K -105 -36%
EARNEST Partners
596
EARNEST Partners
Georgia
$24K +$30.2K +180 New
ATC
597
Adirondack Trust Company
New York
$23K – – –
CCM
598
Covington Capital Management
California
$23K +$4.36K +26 +17%
CFGS
599
Concourse Financial Group Securities
Alabama
$23K +$5.03K +30 +20%
FF
600
FourThought Financial
Florida
$21K -$5.53K -33 -17%
22 23
24
25 26

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.