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GoDaddy

382 hedge funds and large institutions have $12.2B invested in GoDaddy in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $16.5M

44% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 112

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

2% more funds holding

Funds holding: 376382 (+6)

1.6% less ownership

Funds ownership: 100.78%99.17% (-1.6%)

7% less capital invested

Capital invested by funds: $13.1B → $12.2B (-$930M)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
382
Holders Change
+6
Holders Change %
+1.6%
% of All Funds
8.3%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
48
Increased
161
Reduced
112
Closed
39
Calls
$57.3M
Puts
$16.5M
Net Calls
+$40.8M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B -$40.8M -541,082 -3%
BlackRock
2
BlackRock
New York
$1.01B +$207M +2,747,523 +24%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$695M +$31M +410,555 +4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$587M +$32.9M +436,616 +6%
Capital International Investors
5
Capital International Investors
California
$576M -$93.9M -1,245,001 -13%
Select Equity Group
6
Select Equity Group
New York
$444M +$65.6M +870,012 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$406M -$192M -2,548,960 -31%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$284M +$9.78M +129,681 +3%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$273M +$6.2M +82,153 +2%
State Street
10
State Street
Massachusetts
$263M +$610K +8,087 +0.2%
Renaissance Technologies
11
Renaissance Technologies
New York
$257M +$7.16M +94,900 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$235M -$6.45M -85,522 -2%
CG
13
Carmignac Gestion
France
$229M +$52.1M +690,949 +27%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$228M +$13.5M +179,439 +6%
Goldman Sachs
15
Goldman Sachs
New York
$210M -$49.3M -654,061 -18%
First Trust Advisors
16
First Trust Advisors
Illinois
$198M -$13.9M -184,380 -6%
N
17
Nuveen
North Carolina
$197M +$205M +2,716,877 +3,070%
1WCM
18
12 West Capital Management
New York
$195M
William Blair Investment Management
19
William Blair Investment Management
Illinois
$160M -$2.19M -28,990 -1%
ECU
20
Egerton Capital (UK)
United Kingdom
$157M -$3.96M -52,459 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$141M -$40.5M -537,168 -21%
BC
22
Brahman Capital
New York
$134M -$19.2M -255,097 -12%
Marshall Wace
23
Marshall Wace
United Kingdom
$132M +$135M +1,788,699 +1,990%
BI
24
BlueSpruce Investments
Illinois
$131M +$14.4M +190,467 +11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$125M -$4.17M -55,325 -3%

GDDY Hedge Fund Activity: Q2 2019 in Review

382 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q2 2019, worth a combined $12.2B — down 7.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GDDY positions and 39 closed out — a net gain of 9 holders — while 161 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $192M.

  • 382 institutional investors held GoDaddy (GDDY) as of Q2 2019, up from 376 in Q1 2019.
  • Funds reported $12.2B of GoDaddy stock for Q2 2019, down 7.1% quarter-over-quarter.
  • 48 funds opened new GoDaddy positions in Q2 2019 and 39 closed out, a net change of +9 holders.
  • The largest GoDaddy buyer in Q2 2019 was BlackRock, an estimated $207M added.
  • The largest GoDaddy seller in Q2 2019 was Fidelity Investments, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2019.