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NBIS

Nebius Group N.V.

297 hedge funds and large institutions have $12.7B invested in Nebius Group N.V. in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $8.04B → $12.7B (+$4.69B)

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

3% more funds holding

Funds holding: 289297 (+8)

12% less call options, than puts

Call options by funds: $142M | Put options by funds: $160M

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

Holders
297
Holders Change
+8
Holders Change %
+2.77%
% of All Funds
6.09%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
51
Increased
92
Reduced
113
Closed
41
Calls
$142M
Puts
$160M
Net Calls
-$18.6M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
26
Coronation Fund Managers
South Africa
$148M -$21.3M -532,183 -15%
Morgan Stanley
27
Morgan Stanley
New York
$147M -$85.7M -2,140,183 -42%
SCM
28
Somerset Capital Management
United Kingdom
$145M
Franklin Resources
29
Franklin Resources
California
$144M +$1.25M +31,174 +1%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$136M -$7.13M -178,070 -6%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$130M -$25.4M -633,967 -20%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$126M +$54.9M +1,370,508 +115%
Artisan Partners
33
Artisan Partners
Wisconsin
$119M -$14.6M -365,564 -13%
Ameriprise
34
Ameriprise
Minnesota
$118M +$12.3M +306,928 +15%
N
35
Nuveen
North Carolina
$104M -$4.07M -101,577 -5%
VanEck Associates
36
VanEck Associates
New York
$97.8M -$4.71M -117,690 -6%
Swedbank
37
Swedbank
Sweden
$89.1M +$17.4M +435,281 +126%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$87.6M -$7.3M -182,164 -9%
Lazard Asset Management
39
Lazard Asset Management
New York
$81.7M -$3.74M -93,273 -5%
TIM
40
Thornburg Investment Management
New Mexico
$69.7M -$350K -8,730 -0.6%
Deutsche Bank
41
Deutsche Bank
Germany
$67.1M -$47.7M -1,189,916 -47%
JP Morgan Chase
42
JP Morgan Chase
New York
$65.2M -$2.24M -55,808 -4%
Macquarie Group
43
Macquarie Group
Australia
$62.7M +$2.5M +62,333 +5%
American Century Companies
44
American Century Companies
Missouri
$61.9M -$10.5M -260,964 -17%
WCM Investment Management
45
WCM Investment Management
California
$61.1M +$25.6M +638,894 +110%
JCAM
46
Jericho Capital Asset Management
New York
$57.8M +$46.3M +1,155,000 New
CS
47
Credit Suisse
Switzerland
$57.5M +$37.9M +945,743 +465%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$56.8M +$17.9M +446,358 +65%
BAMCO Inc
49
BAMCO Inc
New York
$56.5M +$7.74M +193,264 +21%
UBS Group
50
UBS Group
Switzerland
$55.8M +$31.6M +789,334 +242%

NBIS Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q2 2020, worth a combined $12.7B — up 58% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NBIS positions and 41 closed out — a net gain of 10 holders — while 92 added to existing stakes and 113 trimmed.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $194M. The largest seller was Morgan Stanley, cutting an estimated $85.7M.

  • 297 institutional investors held Nebius Group N.V. (NBIS) as of Q2 2020, up from 289 in Q1 2020.
  • Funds reported $12.7B of Nebius Group N.V. stock for Q2 2020, up 58% quarter-over-quarter.
  • 51 funds opened new Nebius Group N.V. positions in Q2 2020 and 41 closed out, a net change of +10 holders.
  • The largest Nebius Group N.V. buyer in Q2 2020 was Vontobel Asset Management, an estimated $194M added.
  • The largest Nebius Group N.V. seller in Q2 2020 was Morgan Stanley, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2020.