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NBIS

Nebius Group N.V.

292 hedge funds and large institutions have $7.53B invested in Nebius Group N.V. in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 95 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $186M | Put options by funds: $60.3M

154% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 28

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

30% more capital invested

Capital invested by funds: $5.81B → $7.53B (+$1.73B)

17% more funds holding

Funds holding: 250292 (+42)

6% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 90

Holders
292
Holders Change
+42
Holders Change %
+16.8%
% of All Funds
6.32%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.39%
New
71
Increased
95
Reduced
90
Closed
28
Calls
$186M
Puts
$60.3M
Net Calls
+$126M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$622M -$7.93M -239,199 -1%
HL
2
Harding Loevner
New Jersey
$596M +$9.52M +287,036 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$476M -$12.3M -371,400 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$279M -$1.49M -45,000 -0.6%
GAM
5
Genesis Asset Managers
United Kingdom
$197M -$12.8M -387,400 -6%
Lazard Asset Management
6
Lazard Asset Management
New York
$194M -$12.1M -363,897 -6%
Morgan Stanley
7
Morgan Stanley
New York
$182M -$27.6M -832,596 -14%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$173M +$17.3M +521,962 +12%
Sands Capital Management
9
Sands Capital Management
Virginia
$172M -$1.36M -41,025 -0.8%
Capital International Investors
10
Capital International Investors
California
$137M -$58.3K -1,758 -0.1%
SHCM
11
Sachem Head Capital Management
New York
$125M +$120M +3,630,000 New
CFM
12
Coronation Fund Managers
South Africa
$120M -$158K -4,774 -0.1%
Capital World Investors
13
Capital World Investors
California
$119M +$62.2M +1,875,551 +118%
American Century Companies
14
American Century Companies
Missouri
$118M -$5.55M -167,400 -5%
Wells Fargo
15
Wells Fargo
California
$117M +$968K +29,199 +0.9%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$115M +$13.9M +418,512 +14%
CCM
17
Cadian Capital Management
New York
$112M -$76.5M -2,306,448 -41%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$112M -$30.1M -908,431 -22%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$110M -$868K -26,186 -0.8%
SCM
20
Somerset Capital Management
United Kingdom
$109M -$1.85M -55,900 -2%
AI
21
Axiom Investors
Connecticut
$109M +$43.9M +1,325,440 +72%
BlackRock
22
BlackRock
New York
$106M -$136M -4,106,827 -57%
Invesco
23
Invesco
Georgia
$104M -$8.17M -246,538 -8%
Franklin Resources
24
Franklin Resources
California
$102M +$1.97M +59,501 +2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$100M +$17.3M +520,736 +22%

NBIS Hedge Fund Activity: Q1 2019 in Review

292 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q1 2019, worth a combined $7.53B — up 30% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NBIS positions and 28 closed out — a net gain of 43 holders — while 95 added to existing stakes and 90 trimmed.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $120M. The largest seller was BlackRock, cutting an estimated $136M.

  • 292 institutional investors held Nebius Group N.V. (NBIS) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $7.53B of Nebius Group N.V. stock for Q1 2019, up 30% quarter-over-quarter.
  • 71 funds opened new Nebius Group N.V. positions in Q1 2019 and 28 closed out, a net change of +43 holders.
  • The largest Nebius Group N.V. buyer in Q1 2019 was Sachem Head Capital Management, an estimated $120M added.
  • The largest Nebius Group N.V. seller in Q1 2019 was BlackRock, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2019.