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648 hedge funds and large institutions have $12.4B invested in NetApp in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 257 increasing their positions, 217 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 217

5% more capital invested

Capital invested by funds: $11.8B → $12.4B (+$617M)

1.13% more ownership

Funds ownership: 90.17%91.3% (+1.1%)

5% less call options, than puts

Call options by funds: $159M | Put options by funds: $167M

4% less funds holding

Funds holding: 672648 (-24)

11% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 87

Holders
648
Holders Change
-24
Holders Change %
-3.57%
% of All Funds
10.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
77
Increased
257
Reduced
217
Closed
87
Calls
$159M
Puts
$167M
Net Calls
-$8.8M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$47.8M +740,733 +3%
BlackRock
2
BlackRock
New York
$1.16B -$13.4M -207,464 -1%
Primecap Management
3
Primecap Management
California
$1.02B -$15M -231,760 -1%
Capital International Investors
4
Capital International Investors
California
$775M +$1.9M +29,449 +0.2%
State Street
5
State Street
Massachusetts
$582M +$640K +9,909 +0.1%
Ameriprise
6
Ameriprise
Minnesota
$434M +$7.06M +109,338 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$299M +$5.36M +82,923 +2%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$274M +$48.4M +749,369 +21%
First Trust Advisors
9
First Trust Advisors
Illinois
$248M +$167M +2,585,728 +199%
Invesco
10
Invesco
Georgia
$219M +$71.7M +1,110,314 +48%
Goldman Sachs
11
Goldman Sachs
New York
$156M +$17.1M +264,001 +12%
Norges Bank
12
Norges Bank
Norway
$154M +$7.25M +112,304 +5%
Boston Partners
13
Boston Partners
Massachusetts
$153M +$3.36M +52,013 +2%
Northern Trust
14
Northern Trust
Illinois
$150M -$243K -3,759 -0.2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$146M -$183M -2,835,834 -55%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$143M -$1.8M -27,872 -1%
Legal & General Group
17
Legal & General Group
United Kingdom
$136M -$542K -8,399 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$126M -$21.4M -331,330 -14%
Charles Schwab
19
Charles Schwab
California
$115M +$318K +4,920 +0.3%
Amundi
20
Amundi
France
$105M -$1.21M -18,728 -1%
Allianz Asset Management
21
Allianz Asset Management
Germany
$103M -$19.6M -303,298 -16%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$101M +$46.3M +716,604 +83%
UBS AM
23
UBS AM
Illinois
$95.9M +$16.2M +250,195 +20%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$92.2M +$1.86M +28,861 +2%
EIP
25
Epoch Investment Partners
New York
$91.8M +$23.2M +359,264 +33%

NTAP Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q1 2023, worth a combined $12.4B — up 5.2% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of NTAP and 77 opened new positions — a net loss of 10 holders — while 217 trimmed existing stakes and 257 added.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $206M sold.

  • 648 institutional investors held NetApp (NTAP) as of Q1 2023, down from 672 in Q4 2022.
  • Funds reported $12.4B of NetApp stock for Q1 2023, up 5.2% quarter-over-quarter.
  • 77 funds opened new NetApp positions in Q1 2023 and 87 closed out, a net change of -10 holders.
  • The largest NetApp buyer in Q1 2023 was First Trust Advisors, an estimated $167M added.
  • The largest NetApp seller in Q1 2023 was Arete Wealth Advisors, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2023.