GoDaddy
GDDY
363 hedge funds and large institutions have $9.45B invested in GoDaddy in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 131 increasing their positions, 139 reducing their positions, and 60 closing their positions.
3% more call options, than puts
Call options by funds: $22.3M | Put options by funds: $21.8M
6% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 139
4% less funds holding
Funds holding: 377 → 363 (-14)
5.03% less ownership
Funds ownership: 100.37% → 95.34% (-5%)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
13% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 60
19% less capital invested
Capital invested by funds: $11.6B → $9.45B (-$2.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$377M |
| 2 |
Select Equity Group
New York
|
+$121M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
+$69.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$65.7M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$161M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$152M |
| 3 |
EC
Eminence Capital
New York
|
-$125M |
| 4 |
BlackRock
New York
|
-$114M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$76M |
GDDY Hedge Fund Activity: Q1 2020 in Review
363 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q1 2020, worth a combined $9.45B — down 19% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of GDDY and 52 opened new positions — a net loss of 8 holders — while 139 trimmed existing stakes and 131 added.
The largest buyer was Fidelity Investments, adding an estimated $377M. The largest seller was Marshall Wace North America, cutting an estimated $161M.
- 363 institutional investors held GoDaddy (GDDY) as of Q1 2020, down from 377 in Q4 2019.
- Funds reported $9.45B of GoDaddy stock for Q1 2020, down 19% quarter-over-quarter.
- 52 funds opened new GoDaddy positions in Q1 2020 and 60 closed out, a net change of -8 holders.
- The largest GoDaddy buyer in Q1 2020 was Fidelity Investments, an estimated $377M added.
- The largest GoDaddy seller in Q1 2020 was Marshall Wace North America, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2020.