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GoDaddy

420 hedge funds and large institutions have $12.1B invested in GoDaddy in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

43% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 116

28% more call options, than puts

Call options by funds: $69M | Put options by funds: $54M

27% more capital invested

Capital invested by funds: $9.53B → $12.1B (+$2.59B)

16% more funds holding

Funds holding: 362420 (+58)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3.93% more ownership

Funds ownership: 96.1%100.03% (+3.9%)

Holders
420
Holders Change
+58
Holders Change %
+16.02%
% of All Funds
8.61%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.43%
New
94
Increased
166
Reduced
116
Closed
35
Calls
$69M
Puts
$54M
Net Calls
+$15M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B -$47.7M -664,188 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$926M -$48.7M -677,475 -5%
BlackRock
3
BlackRock
New York
$847M -$33.7M -469,865 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$733M +$184M +2,562,675 +34%
Select Equity Group
5
Select Equity Group
New York
$675M +$93.7M +1,304,458 +16%
Capital International Investors
6
Capital International Investors
California
$666M +$98.3M +1,368,151 +18%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$545M +$2.09M +29,129 +0.4%
BI
8
BlueSpruce Investments
Illinois
$323M +$45.1M +628,637 +17%
State Street
9
State Street
Massachusetts
$292M +$13.4M +186,985 +5%
Ameriprise
10
Ameriprise
Minnesota
$240M -$10.9M -151,109 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$229M -$7.37M -102,600 -3%
Winslow Capital Management
12
Winslow Capital Management
Minnesota
$205M -$63.8M -888,825 -24%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$189M -$22.6M -314,650 -11%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$187M -$12.3M -171,815 -6%
First Trust Advisors
15
First Trust Advisors
Illinois
$178M -$20.9M -291,290 -11%
CG
16
Carmignac Gestion
France
$162M -$18.8M -261,777 -11%
First Manhattan
17
First Manhattan
New York
$156M +$11.7M +162,620 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$127M -$7.82M -108,895 -6%
NCA
19
Newbrook Capital Advisors
New York
$121M +$43.4M +604,444 +58%
BC
20
Brahman Capital
New York
$119M -$47.4M -660,148 -29%
Federated Hermes
21
Federated Hermes
Pennsylvania
$116M +$28.3M +394,065 +33%
Norges Bank
22
Norges Bank
Norway
$113M -$433K -6,031 -0.4%
UBS AM
23
UBS AM
Illinois
$103M -$33.1M -461,329 -25%
EC
24
Eminence Capital
New York
$99.7M -$54.1M -753,081 -36%
Bank of America
25
Bank of America
North Carolina
$96.3M +$9.18M +127,781 +11%

GDDY Hedge Fund Activity: Q2 2020 in Review

420 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q2 2020, worth a combined $12.1B — up 27% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GDDY positions and 35 closed out — a net gain of 59 holders — while 166 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $184M. The largest seller was 12 West Capital Management, cutting an estimated $195M.

  • 420 institutional investors held GoDaddy (GDDY) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $12.1B of GoDaddy stock for Q2 2020, up 27% quarter-over-quarter.
  • 94 funds opened new GoDaddy positions in Q2 2020 and 35 closed out, a net change of +59 holders.
  • The largest GoDaddy buyer in Q2 2020 was Wellington Management Group, an estimated $184M added.
  • The largest GoDaddy seller in Q2 2020 was 12 West Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2020.