ServiceNow
NOW
1,412 hedge funds and large institutions have $114B invested in ServiceNow in 2021 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 554 increasing their positions, 453 reducing their positions, and 98 closing their positions.
105% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 98
22% more repeat investments, than reductions
Existing positions increased: 554 | Existing positions reduced: 453
6% more funds holding
Funds holding: 1,330 → 1,412 (+82)
5% more funds holding in top 10
Funds holding in top 10: 56 → 59 (+3)
5% more capital invested
Capital invested by funds: $109B → $114B (+$5.42B)
0.94% more ownership
Funds ownership: 442.02% → 442.96% (+0.94%)
29% less call options, than puts
Call options by funds: $2.29B | Put options by funds: $3.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$579M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$366M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$363M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$232M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$425M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$402M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$400M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$343M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$220M |
NOW Hedge Fund Activity: Q4 2021 in Review
1,412 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in ServiceNow (NOW) for Q4 2021, worth a combined $114B — up 5% from $109B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new NOW positions and 98 closed out — a net gain of 103 holders — while 554 added to existing stakes and 453 trimmed.
The largest buyer was DZ Bank, adding an estimated $579M. The largest seller was Morgan Stanley, cutting an estimated $425M.
- 1,412 institutional investors held ServiceNow (NOW) as of Q4 2021, up from 1,330 in Q3 2021.
- Funds reported $114B of ServiceNow stock for Q4 2021, up 5% quarter-over-quarter.
- 201 funds opened new ServiceNow positions in Q4 2021 and 98 closed out, a net change of +103 holders.
- The largest ServiceNow buyer in Q4 2021 was DZ Bank, an estimated $579M added.
- The largest ServiceNow seller in Q4 2021 was Morgan Stanley, an estimated $425M sold.
Based on aggregated 13F filings for Q4 2021.