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CDK

CDK Global, Inc.

Delisted

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

422 hedge funds and large institutions have $4.54B invested in CDK Global, Inc. in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $3.65M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less funds holding

Funds holding: 472422 (-50)

14% less capital invested

Capital invested by funds: $5.29B → $4.54B (-$746M)

23% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 142

61% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 67

Holders
422
Holders Change
-50
Holders Change %
-10.59%
% of All Funds
7.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
109
Reduced
142
Closed
67
Calls
$28.4M
Puts
$3.65M
Net Calls
+$24.7M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$793M +$44.3M +983,262 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M -$6.91M -153,417 -1%
CCP
3
Clarkston Capital Partners
Michigan
$256M +$19.7M +437,060 +8%
Harris Associates
4
Harris Associates
Illinois
$247M +$19M +422,244 +8%
Invesco
5
Invesco
Georgia
$212M +$30.4M +674,300 +16%
Barclays
6
Barclays
United Kingdom
$185M +$186M +4,118,168 +1,710%
Capital International Investors
7
Capital International Investors
California
$179M -$106M -2,353,138 -36%
State Street
8
State Street
Massachusetts
$136M +$45 +1 +0%
Bank of America
9
Bank of America
North Carolina
$102M -$4.07M -90,331 -4%
TSW
10
Thompson Siegel & Walmsley
Virginia
$90.5M +$24M +531,956 +33%
American Century Companies
11
American Century Companies
Missouri
$88.7M +$12.8M +284,849 +16%
Northern Trust
12
Northern Trust
Illinois
$86.8M +$21.3M +473,274 +30%
RRAM
13
River Road Asset Management
Kentucky
$86.4M +$4.13M +91,695 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$69.4M +$304K +6,744 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$68.8M -$4.25M -94,262 -6%
PCP
16
P2 Capital Partners
New York
$64.1M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$56M +$43M +954,088 +264%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$55.5M -$2.28M -50,492 -4%
Norges Bank
19
Norges Bank
Norway
$51.4M -$1.86M -41,288 -3%
DG
20
Discerene Group
Connecticut
$50.8M
AllianceBernstein
21
AllianceBernstein
Tennessee
$48.1M -$139K -3,079 -0.3%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$45.3M -$40.5M -899,854 -46%
FMI
23
Fiduciary Management Inc
Wisconsin
$45.2M +$833K +18,496 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$44.4M -$1.12M -24,876 -2%
Charles Schwab
25
Charles Schwab
California
$40.7M +$14.3M +317,357 +50%

CDK Hedge Fund Activity: Q3 2021 in Review

422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CDK Global, Inc. (CDK) for Q3 2021, worth a combined $4.54B — down 14% from $5.29B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of CDK and 26 opened new positions — a net loss of 41 holders — while 142 trimmed existing stakes and 109 added.

The largest buyer was Barclays, adding an estimated $186M. The largest seller was Capital International Investors, cutting an estimated $106M.

  • 422 institutional investors held CDK Global, Inc. (CDK) as of Q3 2021, down from 472 in Q2 2021.
  • Funds reported $4.54B of CDK Global, Inc. stock for Q3 2021, down 14% quarter-over-quarter.
  • 26 funds opened new CDK Global, Inc. positions in Q3 2021 and 67 closed out, a net change of -41 holders.
  • The largest CDK Global, Inc. buyer in Q3 2021 was Barclays, an estimated $186M added.
  • The largest CDK Global, Inc. seller in Q3 2021 was Capital International Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.