GoDaddy
GDDY
404 hedge funds and large institutions have $12.6B invested in GoDaddy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 150 increasing their positions, 152 reducing their positions, and 70 closing their positions.
4% more capital invested
Capital invested by funds: $12.1B → $12.6B (+$485M)
0.57% less ownership
Funds ownership: 99.93% → 99.36% (-0.57%)
1% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 152
4% less funds holding
Funds holding: 421 → 404 (-17)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
23% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 70
33% less call options, than puts
Call options by funds: $49M | Put options by funds: $73.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$394M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$157M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$100M |
| 4 |
SRFM
Shannon River Fund Management
New York
|
+$50.6M |
| 5 |
Select Equity Group
New York
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$205M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
-$121M |
| 4 |
EC
Eminence Capital
New York
|
-$99.7M |
| 5 |
1WCM
12 West Capital Management
New York
|
-$81.9M |
GDDY Hedge Fund Activity: Q3 2020 in Review
404 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q3 2020, worth a combined $12.6B — up 4% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of GDDY and 54 opened new positions — a net loss of 16 holders — while 152 trimmed existing stakes and 150 added.
The largest buyer was Wellington Management Group, adding an estimated $394M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $205M sold.
- 404 institutional investors held GoDaddy (GDDY) as of Q3 2020, down from 421 in Q2 2020.
- Funds reported $12.6B of GoDaddy stock for Q3 2020, up 4% quarter-over-quarter.
- 54 funds opened new GoDaddy positions in Q3 2020 and 70 closed out, a net change of -16 holders.
- The largest GoDaddy buyer in Q3 2020 was Wellington Management Group, an estimated $394M added.
- The largest GoDaddy seller in Q3 2020 was Winslow Capital Management, an estimated $205M sold.
Based on aggregated 13F filings for Q3 2020.