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Elastic

334 hedge funds and large institutions have $5.09B invested in Elastic in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 110 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

8% more capital invested

Capital invested by funds: $4.71B → $5.09B (+$380M)

1.07% more ownership

Funds ownership: 75%76.07% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

8% more call options, than puts

Call options by funds: $97.7M | Put options by funds: $90.8M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 336334 (-2)

Holders
334
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
5.75%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
43
Increased
120
Reduced
110
Closed
41
Calls
$97.7M
Puts
$90.8M
Net Calls
+$6.92M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$529M +$12.5M +157,301 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$443M +$22.8M +286,261 +5%
BlackRock
3
BlackRock
New York
$377M -$40.5M -509,635 -9%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$348M +$386M +4,847,733 New
SCH
5
Sylebra Capital (HK)
Hong Kong
$334M +$12.2M +153,491 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$239M +$19.7M +247,668 +8%
JSP
7
Jackson Square Partners
California
$139M -$16.5M -207,653 -10%
JCAM
8
Jericho Capital Asset Management
New York
$136M +$22.2M +279,251 +17%
XL
9
XN LP
New York
$110M +$3.58M +45,015 +3%
Fidelity International
10
Fidelity International
Bermuda
$102M -$61M -766,347 -35%
Deutsche Bank
11
Deutsche Bank
Germany
$101M +$27M +339,399 +32%
State Street
12
State Street
Massachusetts
$83.8M +$2.46M +30,949 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$80.7M +$16.1M +201,962 +22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$69.5M +$4.2M +52,860 +6%
Goldman Sachs
15
Goldman Sachs
New York
$69M +$13.7M +172,168 +22%
ClearBridge Investments
16
ClearBridge Investments
New York
$61.3M -$2.24M -28,153 -3%
OPFM
17
Optimus Prime Fund Management
Cayman Islands
$59.1M
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$57M +$63.2M +794,888 +6,624,067%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.7M -$13.4M -168,432 -18%
LECM
20
Lead Edge Capital Management
New York
$56.2M -$931K -11,700 -1%
Bank of America
21
Bank of America
North Carolina
$54.9M +$67.7K +851 +0.1%
SHCM
22
Sachem Head Capital Management
New York
$53.3M
Norges Bank
23
Norges Bank
Norway
$52.7M +$2.15M +27,020 +4%
MP
24
Marcho Partners
United Kingdom
$49.1M +$13.4M +167,835 +33%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$47M -$10.1M -126,478 -16%

ESTC Hedge Fund Activity: Q3 2022 in Review

334 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Elastic (ESTC) for Q3 2022, worth a combined $5.09B — up 8.1% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ESTC positions and 41 closed out — a net gain of 2 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $386M. The largest seller was Citadel Advisors, cutting an estimated $96M.

  • 334 institutional investors held Elastic (ESTC) as of Q3 2022, down from 336 in Q2 2022.
  • Funds reported $5.09B of Elastic stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 43 funds opened new Elastic positions in Q3 2022 and 41 closed out, a net change of +2 holders.
  • The largest Elastic buyer in Q3 2022 was Baillie Gifford & Co, an estimated $386M added.
  • The largest Elastic seller in Q3 2022 was Citadel Advisors, an estimated $96M sold.

Based on aggregated 13F filings for Q3 2022.