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NBIS

Nebius Group N.V.

215 hedge funds and large institutions have $600M invested in Nebius Group N.V. in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4% more capital invested

Capital invested by funds: $578M → $600M (+$22.2M)

1% more funds holding

Funds holding: 213215 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

42% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.75M

65% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 46

Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
16
Reduced
46
Closed
13
Calls
$2.74M
Puts
$4.75M
Net Calls
-$2.02M
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M -$6.13K -479 -0%
Morgan Stanley
2
Morgan Stanley
New York
$42.4M +$20.5M +1,372,370 +93%
CM
3
Conifer Management
New York
$39.1M
Capital International Investors
4
Capital International Investors
California
$36.6M -$22.9M -1,492,142 -38%
JP Morgan Chase
5
JP Morgan Chase
New York
$28.9M +$62.9K +3,309 +0.2%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$20.2M
Vanguard Group
7
Vanguard Group
Pennsylvania
$17M
Amundi
8
Amundi
France
$12.9M
Invesco
9
Invesco
Georgia
$11.7M -$11.9K -798 -0.1%
CS
10
Credit Suisse
Switzerland
$10.2M
Deutsche Bank
11
Deutsche Bank
Germany
$10.2M -$423K -28,401 -4%
MIC
12
Mubadala Investment Company
United Arab Emirates
$9.35M +$9.35M +493,500 New
CII
13
Capital International Inc
California
$8.76M -$9.55M -622,530 -52%
Northern Trust
14
Northern Trust
Illinois
$8.56M -$2.5K -168 -0%
Bank of America
15
Bank of America
North Carolina
$7.34M -$64.8K -4,343 -0.9%
LIP
16
Liontrust Investment Partners
United Kingdom
$6.69M
VAS
17
VR Advisory Services
Cayman Islands
$5.83M
GIBU
18
Gulf International Bank (UK)
United Kingdom
$5.72M
Norges Bank
19
Norges Bank
Norway
$5.22M
UBS Group
20
UBS Group
Switzerland
$5.02M -$57K -3,824 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$4.15M
RC
22
RBF Capital
California
$3.97M
MFS
23
Mirabella Financial Services
United Kingdom
$3.81M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.59M
HCM
25
Howland Capital Management
Massachusetts
$3.32M

NBIS Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nebius Group N.V. (NBIS) for Q4 2023, worth a combined $600M — up 3.8% from $578M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NBIS positions and 13 closed out — a net gain of 5 holders — while 16 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was BlackRock, cutting an estimated $28.2M.

  • 215 institutional investors held Nebius Group N.V. (NBIS) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $600M of Nebius Group N.V. stock for Q4 2023, up 3.8% quarter-over-quarter.
  • 18 funds opened new Nebius Group N.V. positions in Q4 2023 and 13 closed out, a net change of +5 holders.
  • The largest Nebius Group N.V. buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
  • The largest Nebius Group N.V. seller in Q4 2023 was BlackRock, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2023.