InterXion Holding NV (INXN), Nice-Systems Ltd (ADR) (NICE), RealD (RLD), Among Rivulet Capital’s Top Picks

Rivulet Capital was bullish on Cogent Communications Holdings Inc (NASDAQ:CCOI), in which the fund boosted its share ownership to 360,200 shares from 290,000 shares. The stake is valued at $12.75 million. Located in Washington, Cogent Communications Holdings Inc (NASDAQ:CCOI) is engaged in providing Internet access and Internet Protocol (IP) communications services. The company has a market cap of $1.79 billion. During the fourth quarter, Renaissance Technologies, led by Jim Simons, reduced its position in the company by 8% to 1.41 million shares. Another investor is Archer Capital Management, managed by Eric Edidin and Josh Lobel, which also trimmed its stake in the company slighty to 1.19 million shares.

Verint Systems Inc. (NASDAQ:VRNT) checked in as the fifth largest holding of Rivulet Capital, which reported cutting its stake in the company by 35% to 214,700 shares, worth $12.51 million. Previously, the investor held 329,700 shares of the company, which provides Actionable Intelligence solutions. Verint Systems Inc. (NASDAQ:VRNT) has a market cap of $3.57 billion. Its stock gained 24.37% during the last one-year period. Cadian Capital, run by Eric Bannasch, disclosed holding 5.28 million shares of Verint Systems Inc. (NASDAQ:VRNT) at the end of 2014, while Blue Mountain Capital,managed by Andrew Feldstein and Stephen Siderow, held 1.42 million shares as of Dec. 31, 2014.

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