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NBIS

Nebius Group N.V.

311 hedge funds and large institutions have $17B invested in Nebius Group N.V. in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $16B → $17B (+$1.04B)

4% more funds holding

Funds holding: 300311 (+11)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

25% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 130

26% less call options, than puts

Call options by funds: $164M | Put options by funds: $223M

Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
53
Increased
97
Reduced
130
Closed
38
Calls
$164M
Puts
$223M
Net Calls
-$58.7M
Net Calls Change
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.01B +$15.8M +246,889 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.13B +$225M +3,529,708 +28%
Capital Research Global Investors
3
Capital Research Global Investors
California
$804M +$19.2M +300,380 +3%
HL
4
Harding Loevner
New Jersey
$796M -$91.1M -1,426,281 -11%
Capital World Investors
5
Capital World Investors
California
$733M -$5.85M -91,648 -0.9%
Capital International Investors
6
Capital International Investors
California
$686M +$258K +4,041 +0%
UBS AM
7
UBS AM
Illinois
$637M +$118M +1,851,242 +25%
Sands Capital Management
8
Sands Capital Management
Virginia
$530M +$35.1M +549,741 +8%
GIM
9
Genesis Investment Management
United Kingdom
$416M -$15.4M -241,090 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$386M +$318K +4,985 +0.1%
ECU
11
Egerton Capital (UK)
United Kingdom
$327M -$24.1M -378,028 -7%
Goldman Sachs
12
Goldman Sachs
New York
$322M +$20.6M +323,071 +8%
BlackRock
13
BlackRock
New York
$296M +$36.6M +573,543 +16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$287M +$53.2M +833,285 +25%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$285M -$7.68M -120,355 -3%
GQG Partners
16
GQG Partners
Florida
$280M -$47.3M -741,055 -16%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$276M -$10.7M -166,943 -4%
Federated Hermes
18
Federated Hermes
Pennsylvania
$274M -$22.1M -346,640 -8%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$251M -$85.1M -1,332,372 -27%
State Street
20
State Street
Massachusetts
$230M +$3.49M +54,619 +2%
Norges Bank
21
Norges Bank
Norway
$219M -$7.69M -120,426 -4%
N
22
Nuveen
North Carolina
$216M -$22.2M -348,010 -10%
CII
23
Capital International Inc
California
$208M +$1.36M +21,258 +0.7%
Wells Fargo
24
Wells Fargo
California
$191M -$1.23M -19,259 -0.7%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$189M -$56.9M -891,914 -25%

NBIS Hedge Fund Activity: Q4 2020 in Review

311 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q4 2020, worth a combined $17B — up 6.5% from $16B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new NBIS positions and 38 closed out — a net gain of 15 holders — while 97 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $225M. The largest seller was Vontobel Asset Management, exiting entirely with an estimated $148M sold.

  • 311 institutional investors held Nebius Group N.V. (NBIS) as of Q4 2020, up from 300 in Q3 2020.
  • Funds reported $17B of Nebius Group N.V. stock for Q4 2020, up 6.5% quarter-over-quarter.
  • 53 funds opened new Nebius Group N.V. positions in Q4 2020 and 38 closed out, a net change of +15 holders.
  • The largest Nebius Group N.V. buyer in Q4 2020 was Fidelity Investments, an estimated $225M added.
  • The largest Nebius Group N.V. seller in Q4 2020 was Vontobel Asset Management, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2020.