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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
CIP
476
Capital Insight Partners
Arizona
$411K +$38.3K +476 +11%
CWS
477
Confluence Wealth Services
Pennsylvania
$404K -$8.29K -103 -2%
WAM
478
Wakefield Asset Management
Colorado
$400K +$365K +4,534 New
BC
479
Bartlett & Co
Ohio
$399K
PS
480
Principal Securities
Iowa
$398K +$364K +4,519 New
BCWM
481
Bartlett & Co Wealth Management
Ohio
$397K
PAS
482
Park Avenue Securities
New York
$396K +$34.9K +433 +11%
HIS
483
Harvest Investment Services
Illinois
$394K +$360K +4,466 New
VF
484
VitalStone Financial
Texas
$387K +$353K +4,388 New
WF
485
Welch & Forbes
Massachusetts
$383K
PA
486
Profund Advisors
Maryland
$383K +$67.5K +839 +24%
MIM
487
Morningstar Investment Management
Illinois
$382K -$70.4K -874 -17%
BS
488
Banco Santander
Spain
$381K +$348K +4,323 New
EOJOAM
489
E. Ohman J:or Asset Management
Sweden
$379K -$113K -1,400 -25%
ORG
490
Optimist Retirement Group
Washington
$379K +$346K +4,295 New
TWM
491
Tolleson Wealth Management
Texas
$378K
Nomura Holdings
492
Nomura Holdings
Japan
$372K +$339K +4,216 New
SFI
493
Siemens Fonds Invest
Germany
$369K +$115K +1,433 +52%
SAM
494
Smithbridge Asset Management
Pennsylvania
$366K -$7.49K -93 -2%
BC
495
Bridgefront Capital
Texas
$364K +$332K +4,127 New
BBHC
496
Brown Brothers Harriman & Co
New York
$363K -$5.31K -66 -2%
ATC
497
Argent Trust Co
Tennessee
$360K -$7K -87 -2%
AA
498
ALPS Advisors
Colorado
$359K -$18.6K -231 -5%
AIMCA
499
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$353K
DI
500
DFPG Investments
Utah
$345K -$4.43K -55 -1%

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.