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GoDaddy

542 hedge funds and large institutions have $15B invested in GoDaddy in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 34

45% more capital invested

Capital invested by funds: $10.3B → $15B (+$4.67B)

17% more funds holding

Funds holding: 462542 (+80)

16% more call options, than puts

Call options by funds: $219M | Put options by funds: $189M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6.24% more ownership

Funds ownership: 94.1%100.33% (+6.2%)

32% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 223

Holders
542
Holders Change
+80
Holders Change %
+17.32%
% of All Funds
7.9%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
121
Increased
152
Reduced
223
Closed
34
Calls
$219M
Puts
$189M
Net Calls
+$30.3M
Net Calls Change
+$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
176
Thematics Asset Management
France
$4.95M -$430K -4,810 -9%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$4.92M +$729K +8,154 +21%
Fidelity International
178
Fidelity International
Bermuda
$4.87M +$4.1M +45,887 New
TIM
179
Thor Investment Management
Ohio
$4.81M +$4.06M +45,351 New
FAF
180
Första AP-fonden
Sweden
$4.76M -$1.72M -19,200 -30%
Acadian Asset Management
181
Acadian Asset Management
Massachusetts
$4.75M +$4M +44,722 New
Korea Investment Corp
182
Korea Investment Corp
South Korea
$4.68M +$190K +2,122 +5%
FAF
183
Fjarde Ap-fonden
Sweden
$4.68M -$1.41M -15,730 -26%
Prudential Financial
184
Prudential Financial
New Jersey
$4.67M +$1.73M +19,345 +78%
PI
185
PGGM Investments
Netherlands
$4.66M +$427K +4,774 +12%
Nomura Asset Management
186
Nomura Asset Management
Japan
$4.63M +$70.4K +787 +2%
GIM
187
Generate Investment Management
New Zealand
$4.62M +$3.89M +43,511 New
RIM
188
Redwood Investment Management
Arizona
$4.6M +$59.8K +669 +2%
ISL
189
Ingalls & Snyder LLC
New York
$4.45M +$10.7K +120 +0.3%
QT
190
Quantbot Technologies
New York
$4.37M +$3.68M +41,138 New
OAM
191
Ostrum Asset Management
France
$4.36M -$2.58M -28,826 -41%
Renaissance Technologies
192
Renaissance Technologies
New York
$4.31M +$3.63M +40,600 New
Truist Financial
193
Truist Financial
North Carolina
$4.31M +$6.97K +78 +0.2%
GCC
194
Game Creek Capital
Massachusetts
$4.25M
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$4.23M -$125K -1,400 -3%
RG
196
Rathbones Group
United Kingdom
$4.22M -$2.34M -26,167 -40%
LSERS
197
Louisiana State Employees Retirement System
Louisiana
$4.2M -$179K -2,000 -5%
OAM
198
Oppenheimer Asset Management
New York
$4.1M -$711K -7,951 -17%
ASRS
199
Arizona State Retirement System
Arizona
$4.07M -$146K -1,633 -4%
KCM
200
Kornitzer Capital Management
Kansas
$4.06M -$8.82M -98,586 -72%

GDDY Hedge Fund Activity: Q4 2023 in Review

542 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q4 2023, worth a combined $15B — up 45% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new GDDY positions and 34 closed out — a net gain of 87 holders — while 152 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $601M. The largest seller was Starboard Value, cutting an estimated $219M.

  • 542 institutional investors held GoDaddy (GDDY) as of Q4 2023, up from 462 in Q3 2023.
  • Funds reported $15B of GoDaddy stock for Q4 2023, up 45% quarter-over-quarter.
  • 121 funds opened new GoDaddy positions in Q4 2023 and 34 closed out, a net change of +87 holders.
  • The largest GoDaddy buyer in Q4 2023 was Morgan Stanley, an estimated $601M added.
  • The largest GoDaddy seller in Q4 2023 was Starboard Value, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2023.