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NAPA

The Duckhorn Portfolio, Inc.
NAPA

Delisted

NAPA was delisted on the 23rd of December, 2024.

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71 hedge funds and large institutions have $299M invested in The Duckhorn Portfolio, Inc. in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+71
Holders Change %
–
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
71
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$34.8M
2
Fidelity International
Fidelity International
Bermuda
+$31.9M
3
Select Equity Group
Select Equity Group
New York
+$26.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$24.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RCMU
26
Rokos Capital Management (UK)
United Kingdom
$1.7M +$1.8M +100,000 New
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$1.7M +$1.82M +101,000 New
CCM
28
CAAS Capital Management
New York
$1.68M +$1.8M +100,000 New
DCM
29
Discovery Capital Management
Connecticut
$1.68M +$1.8M +100,000 New
MWNA
30
Marshall Wace North America
New York
$1.44M +$1.54M +85,793 New
DKCM
31
Davidson Kempner Capital Management
New York
$1.26M +$1.35M +75,000 New
ZP
32
Zimmer Partners
New York
$1.26M +$1.35M +75,000 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.26M +$1.35M +74,953 New
PCM
34
Pinz Capital Management
New York
$1.22M +$1.31M +72,800 New
SSA
35
Schonfeld Strategic Advisors
New York
$882K +$947K +52,579 New
LCM
36
Laurion Capital Management
New York
$839K +$900K +50,000 New
BMSSC
37
B. Metzler seel. Sohn & Co
Germany
$719K +$772K +42,867 New
Northern Trust
38
Northern Trust
Illinois
$689K +$739K +41,049 New
Legal & General Group
39
Legal & General Group
United Kingdom
$677K +$725K +40,250 New
OAM
40
Oppenheimer Asset Management
New York
$591K +$634K +35,227 New
HF
41
HRT Financial
New York
$495K +$532K +29,529 New
Wellington Management Group
42
Wellington Management Group
Massachusetts
$470K +$504K +28,001 New
Deutsche Bank
43
Deutsche Bank
Germany
$420K +$450K +25,000 New
Jane Street
44
Jane Street
New York
$401K +$431K +23,908 New
PCM
45
Pentwater Capital Management
Florida
$336K +$360K +20,000 New
UOC
46
UBS O'Connor
Illinois
$294K +$316K +17,523 New
PHK
47
Point72 Hong Kong
Hong Kong
$272K +$292K +16,203 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$263K +$283K +15,700 New
AI
49
AdvisorShares Investments
Maryland
$252K +$270K +15,000 New
MS
50
Maven Securities
Jersey
$235K +$250K +13,889 New
1
2
3

NAPA Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The Duckhorn Portfolio, Inc. (NAPA) for Q1 2021, worth a combined $299M.

Buyers outnumbered sellers: 71 funds opened new NAPA positions and 0 closed out — a net gain of 71 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $34.8M.

  • 71 institutional investors held The Duckhorn Portfolio, Inc. (NAPA) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $299M of The Duckhorn Portfolio, Inc. stock for Q1 2021.
  • 71 funds opened new The Duckhorn Portfolio, Inc. positions in Q1 2021 and 0 closed out, a net change of +71 holders.
  • The largest The Duckhorn Portfolio, Inc. buyer in Q1 2021 was Massachusetts Financial Services, an estimated $34.8M added.

Based on aggregated 13F filings for Q1 2021.