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CDK

CDK Global, Inc.

Delisted

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

459 hedge funds and large institutions have $5.85B invested in CDK Global, Inc. in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $20M | Put options by funds: $3.23M

7% more capital invested

Capital invested by funds: $5.45B → $5.85B (+$395M)

5% less funds holding

Funds holding: 485459 (-26)

26% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 156

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 72

Holders
459
Holders Change
-26
Holders Change %
-5.36%
% of All Funds
8.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
51
Increased
116
Reduced
156
Closed
72
Calls
$20M
Puts
$3.23M
Net Calls
+$16.8M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$966M +$38.4M +740,709 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M +$10.2M +197,376 +2%
Capital International Investors
3
Capital International Investors
California
$433M +$1.47M +28,301 +0.4%
CCP
4
Clarkston Capital Partners
Michigan
$305M +$7.02M +135,287 +2%
Harris Associates
5
Harris Associates
Illinois
$282M +$59.7M +1,151,434 +28%
Invesco
6
Invesco
Georgia
$210M +$35.1M +676,833 +21%
State Street
7
State Street
Massachusetts
$158M -$1.58M -30,383 -1%
Bank of America
8
Bank of America
North Carolina
$142M +$30.1M +579,821 +28%
American Century Companies
9
American Century Companies
Missouri
$119M +$83.9M +1,616,756 +275%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$117M +$7.5M +144,584 +7%
RRAM
11
River Road Asset Management
Kentucky
$97.4M +$13.9M +268,396 +18%
PCP
12
P2 Capital Partners
New York
$90.1M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$88.3M +$2.62M +50,520 +3%
LCOV
14
London Company of Virginia
Virginia
$85.4M +$604K +11,636 +0.7%
Northern Trust
15
Northern Trust
Illinois
$84.1M +$24.5M +472,526 +44%
TSW
16
Thompson Siegel & Walmsley
Virginia
$80.9M +$5.47M +105,408 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$74.7M -$11.7M -226,383 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$72.3M -$3.14M -60,546 -4%
Norges Bank
19
Norges Bank
Norway
$69.4M -$855K -16,484 -1%
DG
20
Discerene Group
Connecticut
$65.2M
Morgan Stanley
21
Morgan Stanley
New York
$65.1M +$24.5M +472,120 +64%
AllianceBernstein
22
AllianceBernstein
Tennessee
$61.7M -$526K -10,146 -0.9%
FMI
23
Fiduciary Management Inc
Wisconsin
$57.5M -$5.05M -97,257 -8%
JP Morgan Chase
24
JP Morgan Chase
New York
$53M -$87.6K -1,689 -0.2%
EVM
25
Eaton Vance Management
Massachusetts
$47.9M +$4.91M +94,587 +12%

CDK Hedge Fund Activity: Q1 2021 in Review

459 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CDK Global, Inc. (CDK) for Q1 2021, worth a combined $5.85B — up 7.2% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CDK and 51 opened new positions — a net loss of 21 holders — while 156 trimmed existing stakes and 116 added.

The largest buyer was American Century Companies, adding an estimated $83.9M. The largest seller was Harbor Spring Capital, exiting entirely with an estimated $30.8M sold.

  • 459 institutional investors held CDK Global, Inc. (CDK) as of Q1 2021, down from 485 in Q4 2020.
  • Funds reported $5.85B of CDK Global, Inc. stock for Q1 2021, up 7.2% quarter-over-quarter.
  • 51 funds opened new CDK Global, Inc. positions in Q1 2021 and 72 closed out, a net change of -21 holders.
  • The largest CDK Global, Inc. buyer in Q1 2021 was American Century Companies, an estimated $83.9M added.
  • The largest CDK Global, Inc. seller in Q1 2021 was Harbor Spring Capital, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2021.