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NBIS

Nebius Group N.V.

250 hedge funds and large institutions have $5.81B invested in Nebius Group N.V. in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $73.5M | Put options by funds: $55.6M

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

5% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 66

2% less funds holding

Funds holding: 254250 (-4)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less capital invested

Capital invested by funds: $7.47B → $5.81B (-$1.66B)

Holders
250
Holders Change
-4
Holders Change %
-1.57%
% of All Funds
5.57%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
63
Increased
84
Reduced
79
Closed
66
Calls
$73.5M
Puts
$55.6M
Net Calls
+$17.9M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Carmignac Gestion
France
$66.9M -$199M -6,766,737 -73%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$65.4M +$43M +1,466,593 +158%
Capital International Investors
28
Capital International Investors
California
$61.8M +$4.92M +167,557 +8%
Goldman Sachs
29
Goldman Sachs
New York
$57.2M -$15.1M -515,100 -20%
TIM
30
Thornburg Investment Management
New Mexico
$56.9M +$4.05M +137,984 +7%
TI
31
TT International
United Kingdom
$53.9M +$57.9M +1,972,054 New
Ameriprise
32
Ameriprise
Minnesota
$53.5M +$6.53M +222,583 +13%
AI
33
Axiom Investors
Connecticut
$50.2M +$3.71M +126,595 +7%
Artisan Partners
34
Artisan Partners
Wisconsin
$47.6M -$12.3M -420,859 -19%
LCM
35
Lakewood Capital Management
New York
$47.1M +$14.6M +496,573 +41%
JP Morgan Chase
36
JP Morgan Chase
New York
$45.5M +$7.87M +268,170 +19%
LSCM
37
Light Street Capital Management
California
$44.3M -$47.5M -1,620,088 -50%
Capital World Investors
38
Capital World Investors
California
$43.6M +$20.5M +698,746 +78%
B
39
Barings
North Carolina
$41.5M +$1.78M +60,640 +4%
PCP
40
Polunin Capital Partners
United Kingdom
$40.4M +$356K +12,135 +0.8%
Macquarie Group
41
Macquarie Group
Australia
$39.5M +$93K +3,168 +0.2%
CGT
42
Capital Guardian Trust
California
$37.7M -$1.64M -55,854 -4%
WRF
43
Waddell & Reed Financial
Kansas
$37.1M -$673K -22,941 -2%
PPA
44
Parametric Portfolio Associates
Washington
$35M -$4.13M -140,916 -10%
Deutsche Bank
45
Deutsche Bank
Germany
$33.9M -$2.16M -73,489 -6%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$32.6M +$28.4M +967,625 +431%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$31.5M +$31.7M +1,080,600 +1,480%
KM
48
Kora Management
New York
$30.5M
AllianceBernstein
49
AllianceBernstein
Tennessee
$30.2M +$512K +17,456 +2%
BAMCO Inc
50
BAMCO Inc
New York
$30.2M -$27.2M -927,564 -46%

NBIS Hedge Fund Activity: Q4 2018 in Review

250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q4 2018, worth a combined $5.81B — down 22% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NBIS and 63 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 84 added.

The largest buyer was Harding Loevner, adding an estimated $270M. The largest seller was Carmignac Gestion, cutting an estimated $199M.

  • 250 institutional investors held Nebius Group N.V. (NBIS) as of Q4 2018, down from 254 in Q3 2018.
  • Funds reported $5.81B of Nebius Group N.V. stock for Q4 2018, down 22% quarter-over-quarter.
  • 63 funds opened new Nebius Group N.V. positions in Q4 2018 and 66 closed out, a net change of -3 holders.
  • The largest Nebius Group N.V. buyer in Q4 2018 was Harding Loevner, an estimated $270M added.
  • The largest Nebius Group N.V. seller in Q4 2018 was Carmignac Gestion, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2018.