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NBIS

Nebius Group N.V.

293 hedge funds and large institutions have $9.75B invested in Nebius Group N.V. in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $192M | Put options by funds: $117M

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

30% more capital invested

Capital invested by funds: $7.52B → $9.75B (+$2.23B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

8% more funds holding

Funds holding: 272293 (+21)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

Holders
293
Holders Change
+21
Holders Change %
+7.72%
% of All Funds
5.77%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
66
Increased
89
Reduced
110
Closed
42
Calls
$192M
Puts
$117M
Net Calls
+$74.5M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$721M -$13.9M -373,006 -2%
HL
2
Harding Loevner
New Jersey
$716M -$29.3M -786,719 -5%
Capital World Investors
3
Capital World Investors
California
$461M +$68.2M +1,827,614 +21%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$434M -$113M -3,022,348 -23%
ECU
5
Egerton Capital (UK)
United Kingdom
$396M +$340M +9,106,091 New
GIM
6
Genesis Investment Management
United Kingdom
$357M +$62.4M +1,672,365 +26%
Capital Research Global Investors
7
Capital Research Global Investors
California
$349M -$4.52M -121,100 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$318M +$187M +5,023,770 +219%
Sands Capital Management
9
Sands Capital Management
Virginia
$214M -$20.9M -561,635 -10%
Morgan Stanley
10
Morgan Stanley
New York
$191M -$13.4M -359,421 -8%
BlackRock
11
BlackRock
New York
$189M -$13.5M -361,507 -8%
Federated Hermes
12
Federated Hermes
Pennsylvania
$185M +$159M +4,250,752 New
CM
13
Conifer Management
New York
$174M +$149M +4,000,000 New
Neuberger Berman Group
14
Neuberger Berman Group
New York
$168M +$27.8M +745,789 +24%
CFM
15
Coronation Fund Managers
South Africa
$167M +$29.8M +799,646 +26%
Lazard Asset Management
16
Lazard Asset Management
New York
$162M -$82.7M -2,218,053 -37%
Wells Fargo
17
Wells Fargo
California
$155M +$803K +21,522 +0.6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$151M -$23.9M -642,224 -16%
Deutsche Bank
19
Deutsche Bank
Germany
$133M +$36.1M +968,948 +46%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$133M +$38.8M +1,040,451 +52%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$126M -$46.6M -1,248,889 -30%
Norges Bank
22
Norges Bank
Norway
$125M +$8.34M +223,692 +8%
N
23
Nuveen
North Carolina
$124M +$16.8M +451,298 +19%
Franklin Resources
24
Franklin Resources
California
$121M -$2.87M -76,872 -3%
UBS AM
25
UBS AM
Illinois
$118M +$44.4M +1,190,590 +79%

NBIS Hedge Fund Activity: Q4 2019 in Review

293 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q4 2019, worth a combined $9.75B — up 30% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new NBIS positions and 42 closed out — a net gain of 24 holders — while 89 added to existing stakes and 110 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $340M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 293 institutional investors held Nebius Group N.V. (NBIS) as of Q4 2019, up from 272 in Q3 2019.
  • Funds reported $9.75B of Nebius Group N.V. stock for Q4 2019, up 30% quarter-over-quarter.
  • 66 funds opened new Nebius Group N.V. positions in Q4 2019 and 42 closed out, a net change of +24 holders.
  • The largest Nebius Group N.V. buyer in Q4 2019 was Egerton Capital (UK), an estimated $340M added.
  • The largest Nebius Group N.V. seller in Q4 2019 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.