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674 hedge funds and large institutions have $14.1B invested in NetApp in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 228 increasing their positions, 256 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

4% more funds holding

Funds holding: 650674 (+24)

3.07% less ownership

Funds ownership: 91.98%88.91% (-3.1%)

5% less capital invested

Capital invested by funds: $14.9B → $14.1B (-$777M)

11% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 256

12% less call options, than puts

Call options by funds: $187M | Put options by funds: $214M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
674
Holders Change
+24
Holders Change %
+3.69%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
84
Increased
228
Reduced
256
Closed
51
Calls
$187M
Puts
$214M
Net Calls
-$26.4M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
626
Householder Group Estate & Retirement Specialist
Arizona
$7.59K +$7.73K +100 New
RA
627
Rational Advisors
New York
$7.18K
JWA
628
JFS Wealth Advisors
Pennsylvania
$6.91K +$773 +10 +12%
HCP
629
Hexagon Capital Partners
Arkansas
$6.45K -$13.2K -171 -67%
AWM
630
Abound Wealth Management
Tennessee
$6.08K +$1.78K +23 +40%
BWL
631
Bogart Wealth LLC
Virginia
$6.07K
VNA
632
Valley National Advisers
Pennsylvania
$6K +$3.4K +44 +122%
PWMG
633
Prestige Wealth Management Group
New Jersey
$5.84K +$541 +7 +10%
SWA
634
Sutton Wealth Advisors
Florida
$5.77K
BIA
635
Bell Investment Advisors
California
$5.77K +$232 +3 +4%
CMBA
636
C.M. Bidwell & Associates
Hawaii
$5.31K
LSA
637
Leonteq Securities AG
Switzerland
$5.24K
JWM
638
Janiczek Wealth Management
Colorado
$5.01K +$1.78K +23 +53%
HIA
639
Harbor Investment Advisory
Maryland
$5.01K
GI
640
Gradient Investments
Minnesota
$4.33K
WWP
641
WR Wealth Planners
Missouri
$4.25K
BAM
642
Bellevue Asset Management
Washington
$3.79K
BWM
643
Baystate Wealth Management
Massachusetts
$3.54K
SN
644
Sittner & Nelson
Oregon
$3.19K
OSNBOA
645
Old Second National Bank of Aurora
Illinois
$2.66K
SIC
646
SJS Investment Consulting
Ohio
$2.58K +$541 +7 +26%
MA
647
MCF Advisors
Kentucky
$2.43K
MCM
648
Manchester Capital Management
Vermont
$2.05K -$155 -2 -7%
AP
649
Arlington Partners
Alabama
$2.05K
AT
650
Arlington Trust
Alabama
$2.05K +$2.09K +27 New