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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
FMP
626
Financial Management Professionals
Texas
$2K – – –
KFP
627
KB Financial Partners
New Jersey
$2K – – –
DI
628
Disciplined Investments
Oklahoma
$1.76K -$68 -1 -4%
MFT
629
Moisand Fitzgerald Tamayo
Florida
$1.68K – – –
TF
630
TimeScale Financial
Massachusetts
$1.5K – – –
KFI
631
Key Financial Inc
Pennsylvania
$1.3K – – –
FBC
632
Fairfield, Bush & Co
Connecticut
$1.22K +$1.08K +16 New
BWAM
633
Boyd Watterson Asset Management
Ohio
$1.15K – – –
IGWM
634
ICA Group Wealth Management
Colorado
$1.15K – – –
TCA
635
Trifecta Capital Advisors
Illinois
$1.15K – – –
BG
636
Bollard Group
Massachusetts
$1K +$675 +10 New
SIA
637
SkyView Investment Advisors
New Jersey
$1K +$675 +10 New
FSWA
638
Financial Synergies Wealth Advisors
Texas
$994 -$135 -2 -13%
AAP
639
Arax Advisory Partners
Colorado
$917 – – –
UFF
640
USA Financial Formulas
Michigan
$764 – – –
TFM
641
TFC Financial Management
Massachusetts
$764 +$675 +10 New
CWC
642
Carolinas Wealth Consulting
North Carolina
$688 – – –
TWD
643
True Wealth Design
Ohio
$382 +$135 +2 +67%
CFGS
644
Concourse Financial Group Securities
Alabama
$305 – – –
CA
645
Crewe Advisors
Utah
$230 +$203 +3 New
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$153 – – –
TWP
647
TFO Wealth Partners
Ohio
$153 – – –
SVCP
648
Silicon Valley Capital Partners
California
$44 – – –
Comerica Bank
649
Comerica Bank
Texas
$1 +$32.2M +476,656 New
Jacobs Levy Equity Management
650
Jacobs Levy Equity Management
New Jersey
– -$52.9M -829,077 Closed
24 25
26
27 28

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.