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CDK

CDK Global, Inc.

Delisted

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

507 hedge funds and large institutions have $4.84B invested in CDK Global, Inc. in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 217 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $11.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $4.95B → $4.84B (-$104M)

8% less funds holding

Funds holding: 550507 (-43)

49% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 82

50% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 217

Holders
507
Holders Change
-43
Holders Change %
-7.82%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
109
Reduced
217
Closed
82
Calls
$23.2M
Puts
$11.7M
Net Calls
+$11.5M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$722M +$728K +15,203 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$563M +$5.19M +108,392 +0.9%
State Street
3
State Street
Massachusetts
$297M +$23.6M +492,144 +9%
Boston Partners
4
Boston Partners
Massachusetts
$250M +$91.5M +1,911,327 +58%
CCP
5
Clarkston Capital Partners
Michigan
$123M +$42.4M +885,406 +53%
Ameriprise
6
Ameriprise
Minnesota
$99.9M +$48.7M +1,017,197 +96%
LCM
7
Lakewood Capital Management
New York
$93.3M -$29.9M -625,115 -24%
TSW
8
Thompson Siegel & Walmsley
Virginia
$91.7M -$16M -334,397 -15%
LSV Asset Management
9
LSV Asset Management
Illinois
$91.7M +$30.8M +643,183 +51%
Bank of America
10
Bank of America
North Carolina
$90.3M -$7.4M -154,594 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$83.9M -$15M -312,372 -15%
Wells Fargo
12
Wells Fargo
California
$83.8M +$336K +7,012 +0.4%
GCM
13
Gates Capital Management
New York
$71.4M +$71M +1,484,081 New
Norges Bank
14
Norges Bank
Norway
$71.1M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$68.8M -$1.38M -28,849 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$63.3M +$8.02M +167,525 +15%
Northern Trust
17
Northern Trust
Illinois
$58.1M -$93.1K -1,944 -0.2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$55.7M -$183K -3,817 -0.3%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$55.1M -$15.9M -332,956 -23%
RRAM
20
River Road Asset Management
Kentucky
$54.6M +$1.76M +36,704 +3%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$51.4M +$4.64M +96,896 +10%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$46.9M +$5.75M +120,114 +14%
AQR Capital Management
23
AQR Capital Management
Connecticut
$45.9M -$10.1M -210,033 -18%
Capital Research Global Investors
24
Capital Research Global Investors
California
$45.4M +$45.1M +943,018 New
RJA
25
Raymond James & Associates
Florida
$44.6M +$8.25M +172,265 +23%

CDK Hedge Fund Activity: Q3 2019 in Review

507 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CDK Global, Inc. (CDK) for Q3 2019, worth a combined $4.84B — down 2.1% from $4.95B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CDK and 42 opened new positions — a net loss of 40 holders — while 217 trimmed existing stakes and 109 added.

The largest buyer was Boston Partners, adding an estimated $91.5M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $54.9M sold.

  • 507 institutional investors held CDK Global, Inc. (CDK) as of Q3 2019, down from 550 in Q2 2019.
  • Funds reported $4.84B of CDK Global, Inc. stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 42 funds opened new CDK Global, Inc. positions in Q3 2019 and 82 closed out, a net change of -40 holders.
  • The largest CDK Global, Inc. buyer in Q3 2019 was Boston Partners, an estimated $91.5M added.
  • The largest CDK Global, Inc. seller in Q3 2019 was Fundsmith LLP, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2019.