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Grid Dynamics Holdings

166 hedge funds and large institutions have $1.68B invested in Grid Dynamics Holdings in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $9.18M | Put options by funds: $2.42M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $1.26B → $1.68B (+$421M)

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 148166 (+18)

1.54% less ownership

Funds ownership: 69.52%67.98% (-1.5%)

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
66
Reduced
54
Closed
17
Calls
$9.18M
Puts
$2.42M
Net Calls
+$6.76M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$11.7M +337,586 +6%
RP
2
Riverbridge Partners
Minnesota
$117M +$4.05M +117,281 +4%
DCM
3
Driehaus Capital Management
Illinois
$110M +$6.05M +174,957 +6%
WA
4
Wasatch Advisors
Utah
$96.6M +$36M +1,041,484 +69%
Vanguard Group
5
Vanguard Group
Pennsylvania
$90.5M +$6.65M +192,277 +9%
Federated Hermes
6
Federated Hermes
Pennsylvania
$82.7M -$8.05M -232,979 -10%
BAMCO Inc
7
BAMCO Inc
New York
$67.4M -$19.3M -559,784 -24%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$61.7M +$4.42M +127,835 +9%
Jennison Associates
9
Jennison Associates
New York
$59.2M -$1.29M -37,433 -2%
GIP
10
Granite Investment Partners
California
$53.6M +$2M +57,931 +4%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$51.4M -$3.07M -88,710 -6%
Northern Trust
12
Northern Trust
Illinois
$46.6M +$2.09M +60,521 +5%
MP
13
MSD Partners
New York
$37M -$12.3M -356,663 -27%
Morgan Stanley
14
Morgan Stanley
New York
$36.6M +$2.38M +68,904 +8%
William Blair & Company
15
William Blair & Company
Illinois
$36M -$2.49M -72,120 -7%
State Street
16
State Street
Massachusetts
$33.3M +$3.26M +94,342 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.9M +$3.23M +93,596 +13%
TP
18
Toronado Partners
California
$30.2M -$2.65M -76,568 -9%
NCGI
19
Next Century Growth Investors
Minnesota
$24.7M -$7.12M -205,923 -24%
GIPM
20
G2 Investment Partners Management
New York
$18.4M -$6.42M -185,612 -28%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$15.6M -$1.34M -38,766 -9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$14.8M -$7.21M -208,500 -35%
FAM
23
Fred Alger Management
New York
$14.5M +$13.2M +382,718 New
Victory Capital Management
24
Victory Capital Management
Texas
$14.4M -$262K -7,585 -2%
SST
25
S Squared Technology
New York
$14.1M +$297K +8,600 +2%

GDYN Hedge Fund Activity: Q4 2021 in Review

166 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Grid Dynamics Holdings (GDYN) for Q4 2021, worth a combined $1.68B — up 33% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GDYN positions and 17 closed out — a net gain of 20 holders — while 66 added to existing stakes and 54 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $36M. The largest seller was BAMCO Inc, cutting an estimated $19.3M.

  • 166 institutional investors held Grid Dynamics Holdings (GDYN) as of Q4 2021, up from 148 in Q3 2021.
  • Funds reported $1.68B of Grid Dynamics Holdings stock for Q4 2021, up 33% quarter-over-quarter.
  • 37 funds opened new Grid Dynamics Holdings positions in Q4 2021 and 17 closed out, a net change of +20 holders.
  • The largest Grid Dynamics Holdings buyer in Q4 2021 was Wasatch Advisors, an estimated $36M added.
  • The largest Grid Dynamics Holdings seller in Q4 2021 was BAMCO Inc, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2021.