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Nutanix

254 hedge funds and large institutions have $2.5B invested in Nutanix in 2017 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 31

104% more capital invested

Capital invested by funds: $1.23B → $2.5B (+$1.27B)

43% more funds holding

Funds holding: 178254 (+76)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

6.96% more ownership

Funds ownership: 57.43%64.39% (+7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.3M

Holders
254
Holders Change
+76
Holders Change %
+42.7%
% of All Funds
5.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
108
Increased
70
Reduced
56
Closed
31
Calls
$50.4M
Puts
$87.3M
Net Calls
-$36.9M
Net Calls Change
+$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$487M +$29.7M +981,895 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M +$77.5M +2,556,844 +52%
BlackRock
3
BlackRock
New York
$207M +$84.1M +2,776,194 +90%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$92.2M
Franklin Resources
5
Franklin Resources
California
$69.2M -$33.4M -1,101,161 -36%
State Street
6
State Street
Massachusetts
$68.9M +$31.8M +1,049,308 +116%
BPI
7
Battery Partners IX
Massachusetts
$66.7M
JP Morgan Chase
8
JP Morgan Chase
New York
$63.8M -$1.37M -45,195 -2%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$57.8M +$49.6M +1,638,001 New
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$52.8M +$44.7M +1,474,696 +6,539%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$52M +$24.8M +818,378 +125%
Morgan Stanley
12
Morgan Stanley
New York
$42.3M +$18.9M +624,566 +109%
Northern Trust
13
Northern Trust
Illinois
$40.6M +$17.1M +563,799 +96%
HCM
14
Hodges Capital Management
Texas
$38M -$6.02M -198,630 -16%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$37.8M +$30.5M +1,005,090 +1,504%
CAM
16
Contour Asset Management
New York
$35.9M +$30.8M +1,016,680 New
Primecap Management
17
Primecap Management
California
$34.8M +$27.3K +900 +0.1%
TSAM
18
Trinity Street Asset Management
United Kingdom
$29.4M +$25.2M +832,309 New
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$28.2M +$24.8M +819,600 New
TA
20
Teachers Advisors
New York
$27.8M +$5.52M +182,284 +30%
TCIM
21
TIAA CREF Investment Management
New York
$26.9M +$4.99M +164,869 +28%
Bank of America
22
Bank of America
North Carolina
$26.2M +$10.5M +348,141 +88%
FCM
23
Firsthand Capital Management
California
$25M -$30.3K -1,000 -0.1%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$24.4M +$4.83M +159,375 +30%
AIM
25
Artemis Investment Management
United Kingdom
$24.2M -$4.81M -158,882 -19%

NTNX Hedge Fund Activity: Q4 2017 in Review

254 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q4 2017, worth a combined $2.5B — up 104% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new NTNX positions and 31 closed out — a net gain of 77 holders — while 70 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $84.1M. The largest seller was Franklin Resources, cutting an estimated $33.4M.

  • 254 institutional investors held Nutanix (NTNX) as of Q4 2017, up from 178 in Q3 2017.
  • Funds reported $2.5B of Nutanix stock for Q4 2017, up 104% quarter-over-quarter.
  • 108 funds opened new Nutanix positions in Q4 2017 and 31 closed out, a net change of +77 holders.
  • The largest Nutanix buyer in Q4 2017 was BlackRock, an estimated $84.1M added.
  • The largest Nutanix seller in Q4 2017 was Franklin Resources, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2017.