We are live on ! Find out more

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
EC
726
EdgeRock Capital
Colorado
$703 +$644 +8 New
PIS
727
POM Investment Strategies
North Carolina
$529 +$483 +6 New
FGAM
728
Financial Gravity Asset Management
Texas
$363 +$161 +2 +100%
EWM
729
Evermay Wealth Management
Virginia
$353 +$322 +4 New
BGAI
730
Bruce G. Allen Investments
Colorado
$264 +$242 +3 New
MTIC
731
Missouri Trust & Investment Company
Missouri
$264 +$242 +3 New
TWP
732
TFO Wealth Partners
Ohio
$176 -$242 -3 -60%
Kayne Anderson Rudnick Investment Management
733
Kayne Anderson Rudnick Investment Management
California
$176
SFA
734
Semmax Financial Advisors
North Carolina
$89
WA
735
WestEnd Advisors
North Carolina
$88
TCOV
736
Trust Company of Vermont
Vermont
$88 +$81 +1 New
DWM
737
Dogwood Wealth Management
Kansas
$2
Point72 Asset Management
738
Point72 Asset Management
Connecticut
-$52.4M -651,219 Closed
Westfield Capital Management
739
Westfield Capital Management
Massachusetts
-$40.5M -533,589 Closed
VMPIC
740
Varma Mutual Pension Insurance Co
Finland
-$34.7M -456,714 Closed
DRZID
741
DePrince Race & Zollo Inc (DRZ)
Florida
-$16.8M -220,944 Closed
ECM
742
ExodusPoint Capital Management
New York
-$9.45M -124,536 Closed
MIFH
743
Migdal Insurance & Financial Holdings
Israel
-$8.35M -110,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
744
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.89M -90,806 Closed
OMC
745
Old Mission Capital
Illinois
-$6.77M -89,159 Closed
IIM
746
Intact Investment Management
Quebec, Canada
-$2.66M -35,100 Closed
AWA
747
Aaron Wealth Advisors
Illinois
-$2.29M -30,240 Closed
USCWA
748
U.S. Capital Wealth Advisors
Texas
-$2.22M -29,247 Closed
DA
749
Duality Advisers
Florida
-$1.09M -14,309 Closed
IFU
750
iSAM Funds (UK)
United Kingdom
-$1.07M -14,072 Closed

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.