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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
SW
551
SteelPeak Wealth
California
$238K +$217K +2,694 New
SFA
552
Sequoia Financial Advisors
Ohio
$236K +$216K +2,682 New
SIG
553
Sky Investment Group
Connecticut
$236K
SP
554
Symmetry Partners
Connecticut
$233K
VCG
555
Vantage Consulting Group
Virginia
$231K -$40K -497 -16%
CAG
556
Csenge Advisory Group
Florida
$231K +$211K +2,615 New
WANY
557
Wealthspire Advisors (New York)
New York
$230K +$210K +2,604 New
SOAMC
558
Spirit of America Management Corp
New York
$229K
GM
559
GeoWealth Management
Illinois
$225K +$205K +2,548 New
HWM
560
HB Wealth Management
Georgia
$224K -$23.7K -295 -10%
DCM
561
DGS Capital Management
New Jersey
$224K +$204K +2,537 New
TAM
562
Trust Asset Management
Texas
$223K +$203K +2,525 New
ML
563
McAdam LLC
Pennsylvania
$218K +$199K +2,472 New
PBO
564
Peoples Bank (Ohio)
Ohio
$216K +$197K +2,447 New
AIP
565
Ameritas Investment Partners
Nebraska
$214K
XT
566
XTX Topco
Cayman Islands
$212K +$193K +2,401 New
EL
567
EWA LLC
Pennsylvania
$211K +$193K +2,399 New
GL
568
Graypoint LLC
New York
$210K +$191K +2,378 New
JWCA
569
J.W. Coons Advisors
Ohio
$209K +$190K +2,366 New
PAS
570
Point72 Asia (Singapore)
Singapore
$208K +$190K +2,357 New
MOS
571
MGO One Seven
Ohio
$206K +$188K +2,337 New
MMA
572
Miracle Mile Advisors
California
$206K -$241K -2,988 -56%
BP
573
Ballentine Partners
Massachusetts
$205K +$187K +2,324 New
PA
574
Parallel Advisors
California
$205K +$32.1K +399 +21%
FRA
575
Frank Rimerman Advisors
California
$203K +$185K +2,300 New

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.