CommScope (COMM)

• Market cap: $699M
• 1 day: 6.95%
• 5 days: -5.83%
• 1 month: -44.31%
• 3 months: -44.88%
• 6 months: -45.90%
• Year to date: -37.40%
• 1 year: 216.67%
• 5 years: -66.70%
• 10 years: -89.16%
• Sector: Technology
• Industry: Communication Equipment

About: CommScope Holding Co Inc is a provider of infrastructure solutions for communication, data center, and entertainment networks. The company provides solutions for wired and wireless networks to enable service providers, including cable, telephone, data center, and digital broadcast satellite operators and media programmers, to deliver media, voice, Internet Protocol (IP) data services, and Wi-Fi to their subscribers and allow enterprises to experience constant wireless and wired connectivity across complex and varied networking environments. The company's operating segments are: Connectivity and Cable Solutions (CCS), Networking, Intelligent Cellular and Security Solutions (NICS), and Access Network Solutions (ANS).

Employees: 20,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

270% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $9.83M

50% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 6 (+2) [Q4]

6.68% more ownership

Funds ownership: 78.72% [Q3] → 85.4% (+6.68%) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

7% less capital invested

Capital invested by funds: $1.04B [Q3] → $960M (-$77.7M) [Q4]

11% less funds holding

Funds holding: 218 [Q3] → 194 (-24) [Q4]

32% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 56