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Nutanix

258 hedge funds and large institutions have $3.29B invested in Nutanix in 2019 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $3.17B → $3.29B (+$118M)

8% less call options, than puts

Call options by funds: $98M | Put options by funds: $107M

4.13% less ownership

Funds ownership: 77.61%73.47% (-4.1%)

10% less funds holding

Funds holding: 286258 (-28)

39% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 72

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
258
Holders Change
-28
Holders Change %
-9.79%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
44
Increased
106
Reduced
70
Closed
72
Calls
$98M
Puts
$107M
Net Calls
-$9.02M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M -$860K -36,491 -0.2%
GIM
2
Generation Investment Management
United Kingdom
$380M +$1.5M +63,502 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$353M +$35.6M +1,509,367 +13%
ClearBridge Investments
4
ClearBridge Investments
New York
$247M +$5.84M +247,670 +3%
BlackRock
5
BlackRock
New York
$174M +$33.5M +1,419,864 +27%
EC
6
Eminence Capital
New York
$142M +$36.9M +1,564,197 +41%
CIP
7
Champlain Investment Partners
Vermont
$110M -$9.02M -382,730 -8%
Fidelity International
8
Fidelity International
Bermuda
$102M +$36.5M +1,547,366 +66%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$71.2M +$2.35M +99,592 +4%
Bank of America
10
Bank of America
North Carolina
$64.9M +$9.48M +401,949 +19%
MWA
11
Marshall Wace Asia
Hong Kong
$55.8M +$31.9M +1,351,241 +174%
First Trust Advisors
12
First Trust Advisors
Illinois
$53M +$1.61M +68,149 +3%
State Street
13
State Street
Massachusetts
$47.7M +$1.04M +44,244 +2%
BPI
14
Battery Partners IX
Massachusetts
$45.1M
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$43.6M +$1.46M +61,974 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$39.8M +$11.6M +492,307 +48%
Goldman Sachs
17
Goldman Sachs
New York
$36.9M +$6.02M +255,240 +22%
Norges Bank
18
Norges Bank
Norway
$34.1M
Ameriprise
19
Ameriprise
Minnesota
$33M +$23.2M +982,609 +355%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$30.9M +$11.6M +491,855 +72%
Millennium Management
21
Millennium Management
New York
$30.5M +$9.8M +415,564 +56%
JP Morgan Chase
22
JP Morgan Chase
New York
$27.6M +$9.02M +382,643 +57%
Morgan Stanley
23
Morgan Stanley
New York
$27.1M -$3.83M -162,569 -14%
IP
24
Isomer Partners
New York
$26.3M +$23.6M +1,000,000 New
Charles Schwab
25
Charles Schwab
California
$24M +$13.3M +563,484 +160%

NTNX Hedge Fund Activity: Q3 2019 in Review

258 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q3 2019, worth a combined $3.29B — up 3.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of NTNX and 44 opened new positions — a net loss of 28 holders — while 70 trimmed existing stakes and 106 added.

The largest buyer was Eminence Capital, adding an estimated $36.9M. The largest seller was Franklin Resources, cutting an estimated $38.5M.

  • 258 institutional investors held Nutanix (NTNX) as of Q3 2019, down from 286 in Q2 2019.
  • Funds reported $3.29B of Nutanix stock for Q3 2019, up 3.7% quarter-over-quarter.
  • 44 funds opened new Nutanix positions in Q3 2019 and 72 closed out, a net change of -28 holders.
  • The largest Nutanix buyer in Q3 2019 was Eminence Capital, an estimated $36.9M added.
  • The largest Nutanix seller in Q3 2019 was Franklin Resources, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2019.