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Nutanix

321 hedge funds and large institutions have $4.08B invested in Nutanix in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 82 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 82

3.73% more ownership

Funds ownership: 68.69%72.42% (+3.7%)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0% more funds holding

Funds holding: 320321 (+1)

2% less capital invested

Capital invested by funds: $4.14B → $4.08B (-$64.3M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

37% less call options, than puts

Call options by funds: $129M | Put options by funds: $204M

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
64
Increased
139
Reduced
82
Closed
63
Calls
$129M
Puts
$204M
Net Calls
-$75.1M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$795M +$94.6M +2,067,226 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$446M +$24.9M +543,797 +5%
ClearBridge Investments
3
ClearBridge Investments
New York
$331M +$112M +2,438,231 +39%
BlackRock
4
BlackRock
New York
$193M +$6.91M +151,122 +3%
CIP
5
Champlain Investment Partners
Vermont
$133M +$50.8M +1,110,780 +46%
FCM
6
Frontier Capital Management
Massachusetts
$99.4M +$2.1M +45,994 +2%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$98.6M
ACM
8
Altimeter Capital Management
Massachusetts
$79.3M +$82.3M +1,800,000 +600%
Bank of America
9
Bank of America
North Carolina
$77.9M +$12.6M +275,199 +15%
Citadel Advisors
10
Citadel Advisors
Florida
$76M +$49M +1,070,307 +114%
Allianz Asset Management
11
Allianz Asset Management
Germany
$65.9M +$31M +676,991 +63%
BPI
12
Battery Partners IX
Massachusetts
$64.9M -$2.06M -45,000 -3%
State Street
13
State Street
Massachusetts
$64.4M +$2.26M +49,488 +3%
Franklin Resources
14
Franklin Resources
California
$63.9M +$77.5M +1,694,808 New
MWA
15
Marshall Wace Asia
Hong Kong
$60M +$72.8M +1,590,659 New
CHP
16
Castle Hook Partners
New York
$57.5M +$69.7M +1,523,643 New
Norges Bank
17
Norges Bank
Norway
$53.5M +$1.1M +24,044 +2%
Morgan Stanley
18
Morgan Stanley
New York
$51.7M +$21.7M +475,129 +53%
TCIM
19
TIAA CREF Investment Management
New York
$49.1M +$26.4M +577,089 +80%
Fidelity International
20
Fidelity International
Bermuda
$46.3M +$47.5M +1,038,621 +555%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$38.3M +$26M +567,624 +127%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$37M +$2.75M +60,199 +7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$35.7M +$22.3M +486,940 +106%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$33.4M +$35.5M +775,578 +701%
BTP
25
Bloom Tree Partners
New York
$28.5M -$25.4M -554,527 -42%

NTNX Hedge Fund Activity: Q1 2019 in Review

321 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q1 2019, worth a combined $4.08B — down 1.6% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NTNX positions and 63 closed out — a net gain of 1 holder — while 139 added to existing stakes and 82 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 321 institutional investors held Nutanix (NTNX) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $4.08B of Nutanix stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 64 funds opened new Nutanix positions in Q1 2019 and 63 closed out, a net change of +1 holder.
  • The largest Nutanix buyer in Q1 2019 was ClearBridge Investments, an estimated $112M added.
  • The largest Nutanix seller in Q1 2019 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2019.