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NetApp

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
QL
601
Quarry LP
New York
$83.9K +$54.1K +672 +240%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$79.9K +$17.8K +221 +32%
GWSA
603
Global Wealth Strategies & Associates
Colorado
$79.7K
HWA
604
HHM Wealth Advisors
Tennessee
$69.2K
IA
605
IFP Advisors
Florida
$68.4K +$25.6K +318 +69%
C
606
Covestor
United Kingdom
$65K +$161 +2 +0.3%
CFB
607
Cullen/Frost Bankers
Texas
$61.7K
AF
608
Allworth Financial
California
$59.2K +$4.75K +59 +10%
CFD
609
Creative Financial Designs
Indiana
$58.3K +$8.78K +109 +20%
GI
610
GAMMA Investing
California
$58.2K +$53.7K +667 New
CAS
611
Coppell Advisory Solutions
Texas
$56.7K +$51.8K +643 New
CA
612
Clearstead Advisors
Ohio
$55.3K -$50.6K -628 -50%
QC
613
Quent Capital
New York
$53.1K +$81 +1 +0.2%
GRP
614
Global Retirement Partners
California
$50.4K +$2.98K +37 +7%
RIM
615
Rakuten Investment Management
Japan
$45.6K +$41.6K +517 New
HNB
616
Huntington National Bank
Ohio
$43.8K +$564 +7 +1%
EWA
617
EverSource Wealth Advisors
Alabama
$40K +$14.8K +184 +68%
FPF
618
First Pacific Financial
Washington
$38.5K +$4.11K +51 +13%
CSC
619
Caldwell Sutter Capital
California
$38.4K -$966 -12 -3%
SWS
620
SYSTM Wealth Solutions
Illinois
$36.1K +$32.9K +409 New
PFBT
621
Parkside Financial Bank & Trust
Missouri
$35.9K +$5.63K +70 +21%
NFSG
622
Newbridge Financial Services Group
Florida
$35.5K +$12.1K +150 +59%
VWM
623
Venturi Wealth Management
Texas
$35.4K +$2.74K +34 +9%
HI
624
Hoey Investments
Pennsylvania
$35.3K
BC
625
Broadwater Capital
Massachusetts
$35.3K +$32.2K +400 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.