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Nutanix

114 hedge funds and large institutions have $519M invested in Nutanix in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

7% more funds holding

Funds holding: 107114 (+7)

12% less capital invested

Capital invested by funds: $587M → $519M (-$68.6M)

72% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $36.5M

73.16% less ownership

Funds ownership: 129.27%56.11% (-73%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.17%
New
50
Increased
38
Reduced
16
Closed
37
Calls
$10.2M
Puts
$36.5M
Net Calls
-$26.4M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.5M +$34.8M +1,295,813 +65%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.8M +$9.43M +351,058 +14%
SV
3
Sapphire Ventures
Texas
$51.5M +$73.7M +2,744,048 New
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$49M
BPI
5
Battery Partners IX
Massachusetts
$35.5M
RCM
6
Raging Capital Management
New Jersey
$27.3M +$39.1M +1,455,268 New
CWAM
7
Columbia Wanger Asset Management
Illinois
$25.5M +$4.3M +160,103 +13%
HCM
8
Hodges Capital Management
Texas
$19.2M +$14.6M +543,450 +113%
JP Morgan Chase
9
JP Morgan Chase
New York
$16.6M -$4.02M -149,718 -15%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$15.7M -$56.7M -2,111,835 -72%
BlackRock
11
BlackRock
New York
$13.1M +$18.7M +695,018 +51,180%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$11.3M +$16.1M +600,000 New
Coatue Management
13
Coatue Management
New York
$9.4M
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$9.19M +$13.1M +489,643 New
FCM
15
Firsthand Capital Management
California
$9.01M +$537K +20,000 +4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$8.8M +$12.6M +468,877 New
Macquarie Group
17
Macquarie Group
Australia
$7.28M -$26.3M -978,643 -72%
UOC
18
UBS O'Connor
Illinois
$7.04M +$10.1M +375,000 New
Hudson Bay Capital Management
19
Hudson Bay Capital Management
Connecticut
$6.75M +$9.65M +359,429 New
AIM
20
Artemis Investment Management
United Kingdom
$5.2M +$7.45M +277,310 New
Morgan Stanley
21
Morgan Stanley
New York
$4.68M +$6.14M +228,579 +1,096%
State Street
22
State Street
Massachusetts
$4.17M +$2.15M +80,097 +56%
HP
23
Harbourvest Partners
Massachusetts
$3.1M +$4.44M +165,356 New
NIP
24
Nicholas Investment Partners
California
$3.04M +$1.18M +44,033 +37%
SSA
25
Schonfeld Strategic Advisors
New York
$3.03M +$4.33M +161,412 New

NTNX Hedge Fund Activity: Q1 2017 in Review

114 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q1 2017, worth a combined $519M — down 12% from $587M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NTNX positions and 37 closed out — a net gain of 13 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Sapphire Ventures, opening a new position worth an estimated $73.7M. The largest seller was Wellington Management Group, cutting an estimated $56.7M.

  • 114 institutional investors held Nutanix (NTNX) as of Q1 2017, up from 107 in Q4 2016.
  • Funds reported $519M of Nutanix stock for Q1 2017, down 12% quarter-over-quarter.
  • 50 funds opened new Nutanix positions in Q1 2017 and 37 closed out, a net change of +13 holders.
  • The largest Nutanix buyer in Q1 2017 was Sapphire Ventures, an estimated $73.7M added.
  • The largest Nutanix seller in Q1 2017 was Wellington Management Group, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2017.