ServiceNow
NOW
238 hedge funds and large institutions have $7.16B invested in ServiceNow in 2013 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 19 closing their positions.
332% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 19
72% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $12.4M
36% more funds holding
Funds holding: 175 → 238 (+63)
28% more capital invested
Capital invested by funds: $5.6B → $7.16B (+$1.56B)
14.27% more ownership
Funds ownership: 394.18% → 408.46% (+14%)
7% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 73
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$83.9M |
| 2 |
Goldman Sachs
New York
|
+$59.4M |
| 3 |
Morgan Stanley
New York
|
+$50.6M |
| 4 |
Bank of New York Mellon
New York
|
+$48.9M |
| 5 |
JP Morgan Chase
New York
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$129M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$78.5M |
| 3 |
O
OppenheimerFunds
New York
|
-$69M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$64.3M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$54.4M |
NOW Hedge Fund Activity: Q4 2013 in Review
238 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in ServiceNow (NOW) for Q4 2013, worth a combined $7.16B — up 28% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new NOW positions and 19 closed out — a net gain of 63 holders — while 68 added to existing stakes and 73 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $83.9M. The largest seller was Wellington Management Group, cutting an estimated $129M.
- 238 institutional investors held ServiceNow (NOW) as of Q4 2013, up from 175 in Q3 2013.
- Funds reported $7.16B of ServiceNow stock for Q4 2013, up 28% quarter-over-quarter.
- 82 funds opened new ServiceNow positions in Q4 2013 and 19 closed out, a net change of +63 holders.
- The largest ServiceNow buyer in Q4 2013 was Allianz Asset Management, an estimated $83.9M added.
- The largest ServiceNow seller in Q4 2013 was Wellington Management Group, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2013.