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736 hedge funds and large institutions have $17B invested in NetApp in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 252 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

143% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 49

21% more capital invested

Capital invested by funds: $14.1B → $17B (+$2.92B)

9% more funds holding

Funds holding: 674736 (+62)

4.77% more ownership

Funds ownership: 88.91%93.68% (+4.8%)

9% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $225M | Put options by funds: $239M

Holders
736
Holders Change
+62
Holders Change %
+9.2%
% of All Funds
10.73%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
119
Increased
275
Reduced
252
Closed
49
Calls
$225M
Puts
$239M
Net Calls
-$14.6M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
426
Signet Financial Management
New Jersey
$620K -$25K -311 -4%
CCWM
427
Correct Capital Wealth Management
Missouri
$619K +$566K +7,026 New
CIM
428
CIM Investment Management
Pennsylvania
$605K
FWM
429
Forza Wealth Management
Florida
$604K
LAM
430
LECAP Asset Management
United Kingdom
$586K +$535K +6,650 New
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$583K
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$583K -$3.54K -44 -0.7%
NAM
433
NorthCrest Asset Manangement
Minnesota
$570K -$11.3K -140 -2%
IWC
434
Integrated Wealth Concepts
Massachusetts
$569K -$299K -3,710 -37%
IC
435
IEQ Capital
California
$567K -$77.8K -966 -13%
CRA
436
Clear Rock Advisors
Texas
$563K +$505K +6,267 New
KWA
437
Kingswood Wealth Advisors
California
$554K +$12.7K +158 +3%
AG
438
Algert Global
California
$546K +$71.6K +890 +17%
Empower Advisory Group
439
Empower Advisory Group
Colorado
$536K -$1.29K -16 -0.3%
ONB
440
Old National Bancorp
Indiana
$534K -$6.2K -77 -1%
RCAG
441
Rehmann Capital Advisory Group
Michigan
$525K +$20.1K +250 +4%
RFG
442
Range Financial Group
Oregon
$518K +$151K +1,876 +47%
ECM
443
Everence Capital Management
Indiana
$511K -$397K -4,930 -46%
MC
444
Maverick Capital
Texas
$503K +$460K +5,711 New
CIM
445
Contravisory Investment Management
Massachusetts
$502K +$458K +5,692 New
RCM
446
Radnor Capital Management
Pennsylvania
$497K -$38.6K -480 -8%
UCFA
447
United Capital Financial Advisors
Texas
$496K +$453K +5,625 New
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
$495K -$71.5K -888 -14%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$486K -$4.43K -55 -1%
TMAM
450
Tokio Marine Asset Management
Japan
$484K +$71.2K +884 +19%

NTAP Hedge Fund Activity: Q4 2023 in Review

736 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q4 2023, worth a combined $17B — up 21% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new NTAP positions and 49 closed out — a net gain of 70 holders — while 275 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Capital International Investors, cutting an estimated $128M.

  • 736 institutional investors held NetApp (NTAP) as of Q4 2023, up from 674 in Q3 2023.
  • Funds reported $17B of NetApp stock for Q4 2023, up 21% quarter-over-quarter.
  • 119 funds opened new NetApp positions in Q4 2023 and 49 closed out, a net change of +70 holders.
  • The largest NetApp buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
  • The largest NetApp seller in Q4 2023 was Capital International Investors, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2023.