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NETSCOUT

178 hedge funds and large institutions have $1.6B invested in NETSCOUT in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $678K | Put options by funds: $364K

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

6% less funds holding

Funds holding: 189178 (-11)

10% less capital invested

Capital invested by funds: $1.77B → $1.6B (-$170M)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
178
Holders Change
-11
Holders Change %
-5.82%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
23
Increased
67
Reduced
61
Closed
31
Calls
$678K
Puts
$364K
Net Calls
+$314K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$203M -$2.63M -69,705 -1%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$175M -$2.64M -69,985 -1%
AC
3
Aristeia Capital
Connecticut
$146M +$151M +4,000,000 New
Neuberger Berman Group
4
Neuberger Berman Group
New York
$92M +$51.3M +1,360,900 +118%
Vanguard Group
5
Vanguard Group
Pennsylvania
$88.3M +$1.3M +34,402 +1%
BFA
6
BlackRock Fund Advisors
California
$78.6M +$7.08M +187,879 +10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$41.7M +$2.24M +59,478 +6%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$40.6M +$947K +25,132 +2%
VBA
9
Van Berkom & Associates
Quebec, Canada
$40.1M -$4.19M -111,097 -9%
Macquarie Group
10
Macquarie Group
Australia
$38.9M +$4.75M +125,923 +13%
BIT
11
BlackRock Institutional Trust
California
$34.4M -$154K -4,084 -0.4%
Principal Financial Group
12
Principal Financial Group
Iowa
$30.3M +$422K +11,196 +1%
Invesco
13
Invesco
Georgia
$29.1M -$24.4M -646,443 -45%
Ameriprise
14
Ameriprise
Minnesota
$26.9M +$4.29M +113,743 +18%
State Street
15
State Street
Massachusetts
$25.3M +$555K +14,714 +2%
SM
16
Stratton Management
Pennsylvania
$24.5M +$96.9K +2,570 +0.4%
ACM
17
Apex Capital Management
Ohio
$24.3M +$25.1M +665,471 New
GAM
18
Gotham Asset Management
New York
$23.6M +$23.9M +633,900 +5,446%
PIM
19
Perkins Investment Management
Illinois
$18.5M +$13.2M +349,691 +222%
Norges Bank
20
Norges Bank
Norway
$18.1M +$3.46M +91,777 +23%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$17.4M +$4.99M +132,357 +39%
FPCG
22
Fort Pitt Capital Group
Pennsylvania
$16.7M -$13.2K -350 -0.1%
Northern Trust
23
Northern Trust
Illinois
$16M -$448K -11,893 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.3M -$19.6M -520,056 -57%
SAM
25
Skyline Asset Management
Illinois
$14.1M +$14.6M +386,900 New

NTCT Hedge Fund Activity: Q4 2014 in Review

178 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NETSCOUT (NTCT) for Q4 2014, worth a combined $1.6B — down 9.6% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NTCT and 23 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 67 added.

The largest buyer was Aristeia Capital, opening a new position worth an estimated $151M. The largest seller was Invesco, cutting an estimated $24.4M.

  • 178 institutional investors held NETSCOUT (NTCT) as of Q4 2014, down from 189 in Q3 2014.
  • Funds reported $1.6B of NETSCOUT stock for Q4 2014, down 9.6% quarter-over-quarter.
  • 23 funds opened new NETSCOUT positions in Q4 2014 and 31 closed out, a net change of -8 holders.
  • The largest NETSCOUT buyer in Q4 2014 was Aristeia Capital, an estimated $151M added.
  • The largest NETSCOUT seller in Q4 2014 was Invesco, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2014.