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Nutanix

248 hedge funds and large institutions have $2.19B invested in Nutanix in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

0.63% more ownership

Funds ownership: 76.41%77.04% (+0.63%)

15% less funds holding

Funds holding: 293248 (-45)

16% less call options, than puts

Call options by funds: $55.8M | Put options by funds: $66.5M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

48% less capital invested

Capital invested by funds: $4.19B → $2.19B (-$2B)

50% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 82

Holders
248
Holders Change
-45
Holders Change %
-15.36%
% of All Funds
5.46%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
41
Increased
105
Reduced
72
Closed
82
Calls
$55.8M
Puts
$66.5M
Net Calls
-$10.7M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$425M +$50.2M +1,784,712 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$14.1M +500,194 +3%
GIM
3
Generation Investment Management
United Kingdom
$222M -$14.3M -509,102 -4%
ClearBridge Investments
4
ClearBridge Investments
New York
$184M +$71.1M +2,531,138 +28%
BlackRock
5
BlackRock
New York
$121M +$5.16M +183,716 +2%
Fidelity International
6
Fidelity International
Bermuda
$76.6M +$45.3M +1,612,862 +50%
EC
7
Eminence Capital
New York
$58.3M -$40.6M -1,443,567 -28%
CIP
8
Champlain Investment Partners
Vermont
$57.7M -$15.2M -540,895 -13%
MWA
9
Marshall Wace Asia
Hong Kong
$43.4M +$16.8M +596,083 +28%
Primecap Management
10
Primecap Management
California
$40.6M +$63M +2,241,800 +684%
Bank of America
11
Bank of America
North Carolina
$37.6M +$19.2M +683,450 +40%
State Street
12
State Street
Massachusetts
$35.6M +$3.02M +107,535 +5%
Norges Bank
13
Norges Bank
Norway
$30.2M +$2.16M +76,786 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.2M +$2.83M +100,870 +6%
SCM
15
Spyglass Capital Management
California
$26.5M +$13.2M +471,166 +39%
First Trust Advisors
16
First Trust Advisors
Illinois
$26.2M +$8.77M +311,938 +23%
SHCM
17
Shelter Haven Capital Management
New Jersey
$25.8M +$46M +1,635,724 New
IP
18
Isomer Partners
New York
$25.3M +$11.2M +400,000 +33%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$22.9M +$292K +10,376 +0.7%
Ameriprise
20
Ameriprise
Minnesota
$19.7M +$1.68M +59,614 +5%
Deutsche Bank
21
Deutsche Bank
Germany
$18.5M +$13.7M +488,749 +71%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$17.9M +$12.7M +452,933 +67%
CC
23
Crosslink Capital
California
$17.9M +$7.03M +250,027 +28%
Charles Schwab
24
Charles Schwab
California
$15.5M +$778K +27,691 +3%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$15.1M +$5.16M +183,600 +24%

NTNX Hedge Fund Activity: Q1 2020 in Review

248 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q1 2020, worth a combined $2.19B — down 48% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of NTNX and 41 opened new positions — a net loss of 41 holders — while 72 trimmed existing stakes and 105 added.

The largest buyer was ClearBridge Investments, adding an estimated $71.1M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $73.4M.

  • 248 institutional investors held Nutanix (NTNX) as of Q1 2020, down from 293 in Q4 2019.
  • Funds reported $2.19B of Nutanix stock for Q1 2020, down 48% quarter-over-quarter.
  • 41 funds opened new Nutanix positions in Q1 2020 and 82 closed out, a net change of -41 holders.
  • The largest Nutanix buyer in Q1 2020 was ClearBridge Investments, an estimated $71.1M added.
  • The largest Nutanix seller in Q1 2020 was Canada Pension Plan Investment Board, an estimated $73.4M sold.

Based on aggregated 13F filings for Q1 2020.