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CDK

CDK Global, Inc.

Delisted

CDK was delisted on the 5th of July, 2022.

525 hedge funds and large institutions have $6B invested in CDK Global, Inc. in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 267 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $1.85M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

15% more capital invested

Capital invested by funds: $5.21B → $6B (+$787M)

7% less funds holding

Funds holding: 562525 (-37)

29% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 96

63% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 267

Holders
525
Holders Change
-37
Holders Change %
-6.58%
% of All Funds
13.99%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
68
Increased
98
Reduced
267
Closed
96
Calls
$11.7M
Puts
$1.85M
Net Calls
+$9.84M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$55.4M +$11.7M +256,451 +28%
MAI
27
Marble Arch Investments
New York
$54.9M +$53.6M +1,175,000 New
KCM
28
Kingdon Capital Management
New York
$54.9M -$10.2M -223,989 -16%
ETC
29
Evercore Trust Company
New York
$53.6M -$9.55M -209,369 -15%
SPC
30
Slate Path Capital
New York
$46.8M +$45.6M +1,000,000 New
FCM
31
Frontier Capital Management
Massachusetts
$46.6M +$45.4M +996,442 New
SCM
32
Suvretta Capital Management
New York
$42.4M -$15.7M -343,300 -27%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$40.7M +$1.52M +33,249 +4%
Principal Financial Group
34
Principal Financial Group
Iowa
$36.8M +$17.1M +375,730 +91%
BTP
35
Bloom Tree Partners
New York
$36.7M +$35.8M +784,903 New
GBCP
36
Glade Brook Capital Partners
Connecticut
$36.5M +$16.1M +352,542 +82%
TCG
37
Tremblant Capital Group
Florida
$35.5M +$34.6M +759,373 New
CS
38
Credit Suisse
Switzerland
$33.7M +$7.4M +162,195 +29%
Goldman Sachs
39
Goldman Sachs
New York
$30.7M +$13.6M +297,853 +83%
HCM
40
Hitchwood Capital Management
New York
$28.1M -$31.9M -700,000 -54%
Franklin Resources
41
Franklin Resources
California
$27.6M +$1.83M +40,240 +7%
Legal & General Group
42
Legal & General Group
United Kingdom
$26.5M -$1.59M -34,854 -6%
AC
43
Ascend Capital
California
$24.7M -$29.8M -654,585 -55%
TCIM
44
TIAA CREF Investment Management
New York
$24.7M -$142K -3,111 -0.6%
Prudential Financial
45
Prudential Financial
New Jersey
$24.1M +$18.3M +401,700 +355%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$23.2M -$2.17M -47,671 -9%
BG
47
BlackRock Group
United Kingdom
$22.7M -$8.1M -177,616 -27%
BIM
48
BlackRock Investment Management
Delaware
$20.2M +$29.6K +649 +0.2%
Ameriprise
49
Ameriprise
Minnesota
$19.8M +$534K +11,720 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$19.4M

CDK Hedge Fund Activity: Q1 2015 in Review

525 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in CDK Global, Inc. (CDK) for Q1 2015, worth a combined $6B — up 15% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CDK and 68 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 98 added.

The largest buyer was Blue Ridge Capital, opening a new position worth an estimated $140M. The largest seller was Highline Capital Management, exiting entirely with an estimated $81.1M sold.

  • 525 institutional investors held CDK Global, Inc. (CDK) as of Q1 2015, down from 562 in Q4 2014.
  • Funds reported $6B of CDK Global, Inc. stock for Q1 2015, up 15% quarter-over-quarter.
  • 68 funds opened new CDK Global, Inc. positions in Q1 2015 and 96 closed out, a net change of -28 holders.
  • The largest CDK Global, Inc. buyer in Q1 2015 was Blue Ridge Capital, an estimated $140M added.
  • The largest CDK Global, Inc. seller in Q1 2015 was Highline Capital Management, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2015.