Tufin Software Technologies Ltd.
TUFN
TUFN was delisted on the 24th of August, 2022.
75 hedge funds and large institutions have $273M invested in Tufin Software Technologies Ltd. in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 26 closing their positions.
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
40% more capital invested
Capital invested by funds: $195M → $273M (+$77.5M)
23% more funds holding
Funds holding: 61 → 75 (+14)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
0.79% less ownership
Funds ownership: 57.41% → 56.62% (-0.79%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
94% less call options, than puts
Call options by funds: $520K | Put options by funds: $9.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
+$47.4M |
| 2 |
Morgan Stanley
New York
|
+$17.6M |
| 3 |
MAM
Melqart Asset Management
London,
United Kingdom
|
+$11.2M |
| 4 |
WIC
Water Island Capital
New York
|
+$10.5M |
| 5 |
E
Ergoteles
New York
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Harvey Partners
Tarrytown,
New York
|
-$18.8M |
| 2 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
-$16.4M |
| 3 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$13.9M |
| 4 |
2C
272 Capital
Dallas,
Texas
|
-$12.5M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$10.4M |
TUFN Hedge Fund Activity: Q2 2022 in Review
75 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in Tufin Software Technologies Ltd. (TUFN) for Q2 2022, worth a combined $273M — up 40% from $195M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TUFN positions and 26 closed out — a net gain of 14 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Beryl Capital Management, opening a new position worth an estimated $47.4M. The largest seller was Harvey Partners, exiting entirely with an estimated $18.8M sold.
- 75 institutional investors held Tufin Software Technologies Ltd. (TUFN) as of Q2 2022, up from 61 in Q1 2022.
- Funds reported $273M of Tufin Software Technologies Ltd. stock for Q2 2022, up 40% quarter-over-quarter.
- 40 funds opened new Tufin Software Technologies Ltd. positions in Q2 2022 and 26 closed out, a net change of +14 holders.
- The largest Tufin Software Technologies Ltd. buyer in Q2 2022 was Beryl Capital Management, an estimated $47.4M added.
- The largest Tufin Software Technologies Ltd. seller in Q2 2022 was Harvey Partners, an estimated $18.8M sold.
Based on aggregated 13F filings for Q2 2022.