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GoDaddy

189 hedge funds and large institutions have $5.51B invested in GoDaddy in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 37

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

54% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $13.1M

19% more capital invested

Capital invested by funds: $4.64B → $5.51B (+$874M)

9% more funds holding

Funds holding: 173189 (+16)

4.73% more ownership

Funds ownership: 136.83%141.56% (+4.7%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.42%
New
40
Increased
98
Reduced
37
Closed
23
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
1
Silver Lake Group
California
$920M -$406M -10,133,663 -32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$460M +$126M +3,148,349 +41%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$454M -$193M -4,822,072 -31%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$425M +$199M +4,971,272 +98%
TCMV
5
Technology Crossover Management VII
California
$412M -$183M -4,564,340 -32%
Vanguard Group
6
Vanguard Group
Pennsylvania
$320M +$64M +1,598,137 +27%
JP Morgan Chase
7
JP Morgan Chase
New York
$263M +$15.5M +387,731 +7%
Goldman Sachs
8
Goldman Sachs
New York
$143M -$17.6M -438,551 -11%
BlackRock
9
BlackRock
New York
$118M +$27.6M +689,501 +33%
Franklin Resources
10
Franklin Resources
California
$92.5M +$25.6M +639,600 +42%
MWNA
11
Marshall Wace North America
New York
$89.6M +$63M +1,573,572 +281%
PHS
12
PFM Health Sciences
California
$89.4M +$13.1M +328,171 +18%
BM
13
Bridger Management
New York
$86.4M +$28M +700,000 +52%
1WCM
14
12 West Capital Management
New York
$85.4M +$16.4M +409,900 +26%
EVM
15
Eaton Vance Management
Massachusetts
$82.5M +$10.7M +268,443 +16%
CWAM
16
Columbia Wanger Asset Management
Illinois
$77.4M +$4.31M +107,531 +6%
First Trust Advisors
17
First Trust Advisors
Illinois
$75.4M +$8.13M +203,171 +13%
BCPEM
18
Bain Capital Public Equity Management
Massachusetts
$71.2M +$19.9M +496,310 +42%
Victory Capital Management
19
Victory Capital Management
Texas
$69.1M +$3.26M +81,509 +5%
JCAM
20
Jericho Capital Asset Management
New York
$65.7M +$62M +1,548,000 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$63.2M +$5.36M +133,901 +10%
Norges Bank
22
Norges Bank
Norway
$60.2M +$33.4M +834,831 +143%
Ameriprise
23
Ameriprise
Minnesota
$52.7M +$36.4M +908,685 +273%
Renaissance Technologies
24
Renaissance Technologies
New York
$52.1M +$27.8M +694,900 +130%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$52M +$49M +1,225,000 New

GDDY Hedge Fund Activity: Q2 2017 in Review

189 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q2 2017, worth a combined $5.51B — up 19% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GDDY positions and 23 closed out — a net gain of 17 holders — while 98 added to existing stakes and 37 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $199M. The largest seller was Silver Lake Group, cutting an estimated $406M.

  • 189 institutional investors held GoDaddy (GDDY) as of Q2 2017, up from 173 in Q1 2017.
  • Funds reported $5.51B of GoDaddy stock for Q2 2017, up 19% quarter-over-quarter.
  • 40 funds opened new GoDaddy positions in Q2 2017 and 23 closed out, a net change of +17 holders.
  • The largest GoDaddy buyer in Q2 2017 was Wellington Management Group, an estimated $199M added.
  • The largest GoDaddy seller in Q2 2017 was Silver Lake Group, an estimated $406M sold.

Based on aggregated 13F filings for Q2 2017.