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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
BIA
676
Bell Investment Advisors
California
$6.26K -$403 -5 -7%
CMBA
677
C.M. Bidwell & Associates
Hawaii
$6.17K
LSA
678
Leonteq Securities AG
Switzerland
$6.08K
WIA
679
Wetzel Investment Advisors
Indiana
$6K +$5.31K +66 New
HIA
680
Harbor Investment Advisory
Maryland
$5.82K
MSWM
681
McGlone Suttner Wealth Management
Wisconsin
$5.42K +$4.91K +61 New
AWM
682
Abound Wealth Management
Tennessee
$5.03K -$1.85K -23 -29%
GI
683
Gradient Investments
Minnesota
$5.03K
TCWA
684
Turtle Creek Wealth Advisors
Texas
$4.94K +$4.51K +56 New
MCM
685
Manchester Capital Management
Vermont
$4.76K +$2.17K +27 +100%
CFGS
686
Concourse Financial Group Securities
Alabama
$4.5K +$3.78K +47 +1,175%
BAM
687
Bellevue Asset Management
Washington
$4.41K
AF
688
Advisornet Financial
Minnesota
$4.14K -$12.5K -155 -77%
PCMC
689
Planning Capital Management Corporation
Pennsylvania
$4.06K +$3.7K +46 New
AFWM
690
Abich Financial Wealth Management
Virginia
$3.97K +$3.62K +45 New
GFPC
691
Global Financial Private Client
Florida
$3.97K +$3.62K +45 New
JWM
692
Janiczek Wealth Management
Colorado
$3.79K -$1.85K -23 -35%
SN
693
Sittner & Nelson
Oregon
$3.7K
SIC
694
SJS Investment Consulting
Ohio
$3.17K +$161 +2 +6%
OSNBOA
695
Old Second National Bank of Aurora
Illinois
$3.09K
CFO
696
CVA Family Office
Colorado
$3.09K +$2.82K +35 New
FFA
697
Frazier Financial Advisors
Ohio
$3K +$2.74K +34 New
MA
698
MCF Advisors
Kentucky
$2.82K
JSAM
699
J. Safra Asset Management
New York
$2.82K +$2.58K +32 New
HCP
700
Hexagon Capital Partners
Arkansas
$2.65K -$4.43K -55 -65%

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.