GoDaddy
GDDY
428 hedge funds and large institutions have $14B invested in GoDaddy in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 54 closing their positions.
61% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 54
25% more capital invested
Capital invested by funds: $11.2B → $14B (+$2.8B)
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
16% more call options, than puts
Call options by funds: $115M | Put options by funds: $99.6M
7% more funds holding
Funds holding: 399 → 428 (+29)
4.22% more ownership
Funds ownership: 94.98% → 99.21% (+4.2%)
1% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$486M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$190M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$112M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$111M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$97.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPCM
North Peak Capital Management
New York
|
-$208M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$179M |
| 3 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
|
-$173M |
| 4 |
Select Equity Group
New York
|
-$168M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$167M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
476
Creative Financial Designs
Kokomo,
Indiana
| – | -$2K | -25 | Closed |
|
|
CTB
477
Country Trust Bank
Bloomington,
Illinois
| – | -$1K | -13 | Closed |
|
|
DWA
478
Delos Wealth Advisors
Dallas,
Texas
| – | -$1K | -12 | Closed |
|
|
MAM
479
Meeder Asset Management
Dublin,
Ohio
| – | -$143 | -2 | -29% |
|
480
Lazard Asset Management
New York
| – | +$644 | +9 | New |
|
GDDY Hedge Fund Activity: Q4 2021 in Review
428 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q4 2021, worth a combined $14B — up 25% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new GDDY positions and 54 closed out — a net gain of 33 holders — while 146 added to existing stakes and 145 trimmed.
The largest buyer was Starboard Value, opening a new position worth an estimated $486M. The largest seller was North Peak Capital Management, exiting entirely with an estimated $208M sold.
- 428 institutional investors held GoDaddy (GDDY) as of Q4 2021, up from 399 in Q3 2021.
- Funds reported $14B of GoDaddy stock for Q4 2021, up 25% quarter-over-quarter.
- 87 funds opened new GoDaddy positions in Q4 2021 and 54 closed out, a net change of +33 holders.
- The largest GoDaddy buyer in Q4 2021 was Starboard Value, an estimated $486M added.
- The largest GoDaddy seller in Q4 2021 was North Peak Capital Management, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2021.