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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
ADL
651
Asset Dedication LLC
California
$14K
CTC
652
Central Trust Company
Missouri
$13.8K
HI
653
Harbour Investments
Wisconsin
$13.6K +$322 +4 +3%
PIM
654
Plato Investment Management
Australia
$13.3K +$12.2K +151 New
AAG
655
Armstrong Advisory Group
Massachusetts
$13.2K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$13K
CAM
657
Creekmur Asset Management
Illinois
$12.4K +$11.4K +141 New
VCM
658
Versant Capital Management
Arizona
$12.2K
JWA
659
JFS Wealth Advisors
Pennsylvania
$11.3K +$2.98K +37 +41%
Jones Financial Companies
660
Jones Financial Companies
Missouri
$10.1K
Loomis, Sayles & Company
661
Loomis, Sayles & Company
Massachusetts
$10K +$81 +1 +0.9%
PWMG
662
Prestige Wealth Management Group
New Jersey
$9.79K +$2.74K +34 +44%
SA
663
Scarborough Advisors
Maryland
$9.79K +$8.94K +111 New
TWM
664
Tradition Wealth Management
Minnesota
$9K +$81 +1 +0.9%
ATC
665
Adirondack Trust Company
New York
$8.91K
Credit Agricole
666
Credit Agricole
France
$8.82K -$160K -1,984 -95%
NSIM
667
North Star Investment Management
Illinois
$8.82K -$966 -12 -11%
EAM
668
Eukles Asset Management
Ohio
$8.82K
BWM
669
Baystate Wealth Management
Massachusetts
$8.81K +$4.27K +53 +115%
GKIM
670
GW&K Investment Management
Massachusetts
$8K -$644 -8 -8%
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$8K
FIA
672
FNY Investment Advisers
New York
$8K +$8.05K +100 New
MIM
673
Macroview Investment Management
Maryland
$7.41K +$6.76K +84 New
BWL
674
Bogart Wealth LLC
Virginia
$7.05K
FWM
675
FSA Wealth Management
Massachusetts
$7K +$6.84K +85 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.