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ServiceNow

1,563 hedge funds and large institutions have $100B invested in ServiceNow in 2023 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 611 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 84

4% more funds holding

Funds holding: 1,5011,563 (+62)

7% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 572

1% less capital invested

Capital invested by funds: $102B → $100B (-$1.04B)

4% less funds holding in top 10

Funds holding in top 10: 7168 (-3)

4.64% less ownership

Funds ownership: 443.96%439.31% (-4.6%)

26% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.85B

Holders
1,563
Holders Change
+62
Holders Change %
+4.13%
% of All Funds
24.8%
Holding in Top 10
68
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.23%
% of All Funds
1.08%
New
164
Increased
611
Reduced
572
Closed
84
Calls
$1.36B
Puts
$1.85B
Net Calls
-$491M
Net Calls Change
-$607M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1626
Opal Wealth Advisors
New York
-$212K -1,885 Closed
SIC
1627
Shoker Investment Counsel
Ohio
-$205K -1,820 Closed
RA
1628
Ruggaard & Associates
Ohio
-$201K -1,790 Closed
WIM
1629
WealthPlan Investment Management
Nebraska
-$189K -1,680 Closed
SSG
1630
Summit Securities Group
New York
-$150K -1,335 Closed
ODG
1631
O'Dell Group
Ohio
-$133K -1,185 Closed
WP
1632
WealthPLAN Partners
Nebraska
-$115K -1,020 Closed
MME
1633
Meag Munich Ergo
Germany
-$87.7K -780 Closed
SF
1634
Safeguard Financial
Wisconsin
-$35K -320 Closed
WAM
1635
Worth Asset Management
Texas
-$25.3K -225 Closed
RI
1636
Ridgewood Investments
New Jersey
-$23K -205 Closed
FA
1637
Fiduciary Alliance
South Carolina
-$19.7K -175 Closed
IGWM
1638
ICA Group Wealth Management
Colorado
-$11.2K -100 Closed
TAIM
1639
TD Ameritrade Investment Management
Nebraska
-$8K -70 Closed
BG
1640
Bollard Group
Massachusetts
-$6K -50 Closed
LFA
1641
Legend Financial Advisors
Pennsylvania
-$5.62K -50 Closed
CA
1642
Crewe Advisors
Utah
-$4.5K -40 Closed
FMTCOCP
1643
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$4K -40 Closed
SIA
1644
SkyView Investment Advisors
New Jersey
-$4K -35 Closed
DI
1645
Disciplined Investments
Oklahoma
-$2.25K -20 Closed
2L
1646
25 LLC
Missouri
-$1.73K -15 Closed
AWM
1647
AllSquare Wealth Management
New York
-$549 -5 Closed

NOW Hedge Fund Activity: Q3 2023 in Review

1,563 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in ServiceNow (NOW) for Q3 2023, worth a combined $100B — down 1% from $102B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new NOW positions and 84 closed out — a net gain of 80 holders — while 611 added to existing stakes and 572 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $340M. The largest seller was T. Rowe Price Associates, cutting an estimated $756M.

  • 1,563 institutional investors held ServiceNow (NOW) as of Q3 2023, up from 1,501 in Q2 2023.
  • Funds reported $100B of ServiceNow stock for Q3 2023, down 1% quarter-over-quarter.
  • 164 funds opened new ServiceNow positions in Q3 2023 and 84 closed out, a net change of +80 holders.
  • The largest ServiceNow buyer in Q3 2023 was Fidelity Investments, an estimated $340M added.
  • The largest ServiceNow seller in Q3 2023 was T. Rowe Price Associates, an estimated $756M sold.

Based on aggregated 13F filings for Q3 2023.