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Nutanix

293 hedge funds and large institutions have $4.19B invested in Nutanix in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 100 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 36

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

34% more call options, than puts

Call options by funds: $153M | Put options by funds: $114M

28% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 78

27% more capital invested

Capital invested by funds: $3.29B → $4.19B (+$903M)

14% more funds holding

Funds holding: 258293 (+35)

2.94% more ownership

Funds ownership: 73.47%76.41% (+2.9%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
78
Increased
100
Reduced
78
Closed
36
Calls
$153M
Puts
$114M
Net Calls
+$38.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$785M +$156M +5,268,085 +27%
Vanguard Group
2
Vanguard Group
Pennsylvania
$481M +$57.1M +1,935,429 +14%
GIM
3
Generation Investment Management
United Kingdom
$454M +$1.25M +42,211 +0.3%
ClearBridge Investments
4
ClearBridge Investments
New York
$292M -$7.76M -262,891 -3%
BlackRock
5
BlackRock
New York
$233M +$24.2M +820,102 +12%
EC
6
Eminence Capital
New York
$160M -$7.8M -264,089 -5%
CIP
7
Champlain Investment Partners
Vermont
$131M +$365K +12,345 +0.3%
Fidelity International
8
Fidelity International
Bermuda
$101M -$19M -643,530 -17%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$81.7M -$2.94M -99,592 -4%
MWA
10
Marshall Wace Asia
Hong Kong
$67.2M +$651K +22,060 +1%
State Street
11
State Street
Massachusetts
$67.1M +$9.76M +330,676 +18%
Norges Bank
12
Norges Bank
Norway
$57.3M +$15.7M +531,651 +41%
BPI
13
Battery Partners IX
Massachusetts
$53.7M
Bank of America
14
Bank of America
North Carolina
$53.1M -$22.9M -774,306 -31%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$52.7M +$5.03M +170,259 +11%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$45M -$6.47M -219,092 -13%
First Trust Advisors
17
First Trust Advisors
Illinois
$42M -$20M -676,702 -33%
SCM
18
Spyglass Capital Management
California
$37.7M +$10.6M +359,029 +42%
IP
19
Isomer Partners
New York
$37.5M +$5.91M +200,000 +20%
Ameriprise
20
Ameriprise
Minnesota
$37.2M -$2.03M -68,683 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$30.9M +$28.9M +978,228 +10,502%
Charles Schwab
22
Charles Schwab
California
$29.7M +$1.02M +34,410 +4%
Morgan Stanley
23
Morgan Stanley
New York
$29.5M -$2.57M -87,015 -8%
Goldman Sachs
24
Goldman Sachs
New York
$29.5M -$13.6M -461,778 -33%
Citadel Advisors
25
Citadel Advisors
Florida
$28.2M +$2.83M +95,898 +12%

NTNX Hedge Fund Activity: Q4 2019 in Review

293 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q4 2019, worth a combined $4.19B — up 27% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NTNX positions and 36 closed out — a net gain of 42 holders — while 100 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $156M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $30.9M sold.

  • 293 institutional investors held Nutanix (NTNX) as of Q4 2019, up from 258 in Q3 2019.
  • Funds reported $4.19B of Nutanix stock for Q4 2019, up 27% quarter-over-quarter.
  • 78 funds opened new Nutanix positions in Q4 2019 and 36 closed out, a net change of +42 holders.
  • The largest Nutanix buyer in Q4 2019 was Fidelity Investments, an estimated $156M added.
  • The largest Nutanix seller in Q4 2019 was Fiera Capital (Canada), an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2019.