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Grid Dynamics Holdings

176 hedge funds and large institutions have $952M invested in Grid Dynamics Holdings in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

913% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $565K

110% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 39

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $741M → $952M (+$211M)

10% more funds holding

Funds holding: 160176 (+16)

3.94% more ownership

Funds ownership: 65.68%69.62% (+3.9%)

Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
37
Increased
82
Reduced
39
Closed
19
Calls
$5.72M
Puts
$565K
Net Calls
+$5.16M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$823K +43,436 +0.8%
WA
2
Wasatch Advisors
Utah
$77.7M -$15.2M -801,384 -16%
RP
3
Riverbridge Partners
Minnesota
$71.3M +$15.2M +802,968 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.5M +$5.99M +316,138 +13%
BAMCO Inc
5
BAMCO Inc
New York
$47.8M +$14.2M +750,000 +42%
Jennison Associates
6
Jennison Associates
New York
$45.5M +$6.24M +329,322 +16%
DCM
7
Driehaus Capital Management
Illinois
$43.5M +$19.4M +1,026,105 +79%
TP
8
Toronado Partners
California
$37M -$7.16M -377,835 -16%
FAM
9
Fred Alger Management
New York
$34.8M +$20.1M +1,059,965 +132%
N
10
Nuveen
North Carolina
$24.7M +$800K +42,215 +3%
NCGI
11
Next Century Growth Investors
Minnesota
$24.1M +$48.6K +2,565 +0.2%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$20.6M +$1.11M +58,306 +6%
Morgan Stanley
13
Morgan Stanley
New York
$19.9M -$3.55M -187,266 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.6M +$3.16M +166,823 +19%
State Street
15
State Street
Massachusetts
$18.9M +$291K +15,367 +2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$17.8M +$18M +948,240 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.1M +$1.09M +57,345 +7%
William Blair & Company
18
William Blair & Company
Illinois
$17M -$1.02M -54,001 -6%
GIM
19
Granahan Investment Management
Massachusetts
$15.9M +$7.43M +391,837 +85%
Northern Trust
20
Northern Trust
Illinois
$12.9M +$698K +36,846 +6%
GIPM
21
G2 Investment Partners Management
New York
$12.3M -$3.74M -197,481 -23%
SCA
22
Summit Creek Advisors
Minnesota
$11.3M +$6.74M +355,852 +144%
PSCM
23
Prince Street Capital Management
New York
$10.4M -$163K -8,600 -2%
KCM
24
Kornitzer Capital Management
Kansas
$9.12M
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$8.75M +$8.86M +467,300 New

GDYN Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Grid Dynamics Holdings (GDYN) for Q3 2022, worth a combined $952M — up 28% from $741M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GDYN positions and 19 closed out — a net gain of 18 holders — while 82 added to existing stakes and 39 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $20.1M. The largest seller was Wasatch Advisors, cutting an estimated $15.2M.

  • 176 institutional investors held Grid Dynamics Holdings (GDYN) as of Q3 2022, up from 160 in Q2 2022.
  • Funds reported $952M of Grid Dynamics Holdings stock for Q3 2022, up 28% quarter-over-quarter.
  • 37 funds opened new Grid Dynamics Holdings positions in Q3 2022 and 19 closed out, a net change of +18 holders.
  • The largest Grid Dynamics Holdings buyer in Q3 2022 was Fred Alger Management, an estimated $20.1M added.
  • The largest Grid Dynamics Holdings seller in Q3 2022 was Wasatch Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2022.