ServiceNow
292 hedge funds and large institutions have $8.78B invested in ServiceNow in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 30 closing their positions.
142% more call options, than puts
Call options by funds: $20.6M | Put options by funds: $8.51M
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
20% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 93
18% more capital invested
Capital invested by funds: $7.43B → $8.78B (+$1.35B)
7% more funds holding
Funds holding: 272 → 292 (+20)
1.92% more ownership
Funds ownership: 434.33% → 436.25% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$59.2M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$51.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.3M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$44.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$48.1M |
| 3 |
CCM
Criterion Capital Management
San Francisco,
California
|
-$43.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$42.4M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$36.7M |
NOW Hedge Fund Activity: Q4 2014 in Review
292 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ServiceNow (NOW) for Q4 2014, worth a combined $8.78B — up 18% from $7.43B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NOW positions and 30 closed out — a net gain of 23 holders — while 112 added to existing stakes and 93 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $59.2M. The largest seller was Fidelity Investments, cutting an estimated $112M.
- 292 institutional investors held ServiceNow (NOW) as of Q4 2014, up from 272 in Q3 2014.
- Funds reported $8.78B of ServiceNow stock for Q4 2014, up 18% quarter-over-quarter.
- 53 funds opened new ServiceNow positions in Q4 2014 and 30 closed out, a net change of +23 holders.
- The largest ServiceNow buyer in Q4 2014 was Bank of New York Mellon, an estimated $59.2M added.
- The largest ServiceNow seller in Q4 2014 was Fidelity Investments, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2014.