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NetApp
NTAP

650 hedge funds and large institutions have $14.9B invested in NetApp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 215 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

20% more capital invested

Capital invested by funds: $12.4B → $14.9B (+$2.45B)

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

0.68% more ownership

Funds ownership: 91.3% → 91.98% (+0.68%)

0% more funds holding

Funds holding: 648 → 650 (+2)

10% less call options, than puts

Call options by funds: $196M | Put options by funds: $218M

16% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 256

Holders
650
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
215
Reduced
256
Closed
67
Calls
$196M
Puts
$218M
Net Calls
-$22.5M
Net Calls Change
-$13.7M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$174M
2
Holocene Advisors
Holocene Advisors
New York
+$108M
3
Capital International Investors
Capital International Investors
California
+$105M
4
Citadel Advisors
Citadel Advisors
Florida
+$53.8M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$52.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$74.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$73.3M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$52.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
501
Csenge Advisory Group
Florida
$201K +$177K +2,626 New
SPIA
502
Steward Partners Investment Advisory
New York
$200K +$51.9K +768 +42%
SOAMC
503
Spirit of America Management Corp
New York
$199K – – –
PCM
504
Penserra Capital Management
California
$186K +$87.5K +1,295 +113%
AIC
505
Archer Investment Corporation
Indiana
$174K +$54K +800 +54%
LTI
506
Laffer Tengler Investments
Tennessee
$171K +$338 +5 +0.2%
LSA
507
Lansing Street Advisors
Pennsylvania
$160K -$24K -356 -15%
HFM
508
Harvest Fund Management
China
$153K +$135K +1,998 New
PA
509
Parallel Advisors
California
$141K +$8.71K +129 +8%
S
510
SignatureFD
Georgia
$130K +$22.2K +329 +24%
T
511
TOBAM
France
$129K +$31.6K +468 +38%
MCM
512
MV Capital Management
Maryland
$127K – – –
WT
513
Whittier Trust
California
$119K – – –
SWM
514
Spire Wealth Management
Virginia
$119K -$3.24K -48 -3%
SIM
515
Sentry Investment Management
Wisconsin
$115K +$102K +1,511 New
MAWCM
516
Mine & Arao Wealth Creation & Management
California
$115K – – –
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$111K -$4.79K -71 -5%
TFA
518
Transamerica Financial Advisors
Florida
$103K -$9.86K -146 -10%
VSQM
519
V-Square Quantitative Management
Illinois
$99.1K +$87.6K +1,297 New
CT
520
Colonial Trust
South Carolina
$97.9K – – –
C
521
Covestor
United Kingdom
$94K -$48.2K -714 -37%
GCM
522
Gladius Capital Management
Illinois
$91.1K +$41K +607 +104%
LC
523
Lindbrook Capital
California
$89.8K +$13K +193 +20%
SOW
524
State of Wyoming
Wyoming
$83K -$73.8K -1,093 -50%
CM
525
Caption Management
Oklahoma
$76.4K +$67.5K +1,000 New
19 20
21
22 23

NTAP Hedge Fund Activity: Q2 2023 in Review

650 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q2 2023, worth a combined $14.9B — up 20% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NTAP positions and 67 closed out — a net gain of 6 holders — while 215 added to existing stakes and 256 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $154M.

  • 650 institutional investors held NetApp (NTAP) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $14.9B of NetApp stock for Q2 2023, up 20% quarter-over-quarter.
  • 73 funds opened new NetApp positions in Q2 2023 and 67 closed out, a net change of +6 holders.
  • The largest NetApp buyer in Q2 2023 was First Trust Advisors, an estimated $174M added.
  • The largest NetApp seller in Q2 2023 was Wellington Management Group, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2023.