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Nutanix

315 hedge funds and large institutions have $5.28B invested in Nutanix in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $133M | Put options by funds: $71.3M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $4.86B → $5.28B (+$424M)

5% more funds holding

Funds holding: 299315 (+16)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

1.4% less ownership

Funds ownership: 81.22%79.83% (-1.4%)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
4.95%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
60
Increased
100
Reduced
106
Closed
42
Calls
$133M
Puts
$71.3M
Net Calls
+$61.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$992M +$22.5M +847,323 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$708M -$7.9M -297,580 -1%
GIM
3
Generation Investment Management
United Kingdom
$468M -$93.7M -3,527,119 -17%
BlackRock
4
BlackRock
New York
$338M -$19.8M -745,341 -6%
CIP
5
Champlain Investment Partners
Vermont
$243M +$29.1M +1,096,110 +14%
First Trust Advisors
6
First Trust Advisors
Illinois
$185M +$8.31M +313,127 +5%
Primecap Management
7
Primecap Management
California
$154M -$3.1M -116,600 -2%
Fidelity International
8
Fidelity International
Bermuda
$143M -$2.42M -91,245 -2%
PCM
9
Parsifal Capital Management
Connecticut
$107M -$21.1M -793,569 -17%
State Street
10
State Street
Massachusetts
$103M -$407K -15,335 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$97.2M +$2.61M +98,240 +3%
Norges Bank
12
Norges Bank
Norway
$73M +$1.7M +63,839 +3%
Amundi
13
Amundi
France
$72.6M +$16.1M +604,779 +31%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$72.2M +$6.99M +263,301 +11%
SCM
15
Spyglass Capital Management
California
$71.8M -$5.79M -218,108 -8%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$65.9M +$142K +5,343 +0.2%
Charles Schwab
17
Charles Schwab
California
$54M +$57.7K +2,173 +0.1%
Renaissance Technologies
18
Renaissance Technologies
New York
$48.6M +$14.9M +562,600 +48%
N
19
Nuveen
North Carolina
$41.1M +$237K +8,927 +0.6%
LPAM
20
Legion Partners Asset Management
California
$39.8M
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$39.2M +$2.31M +87,180 +7%
Northern Trust
22
Northern Trust
Illinois
$38.6M -$5.2M -195,962 -12%
WP
23
Woodline Partners
California
$38.3M +$17.4M +655,006 +92%
Citadel Advisors
24
Citadel Advisors
Florida
$37.9M -$35.1M -1,322,165 -49%
Ameriprise
25
Ameriprise
Minnesota
$34.5M +$1.12M +42,198 +4%

NTNX Hedge Fund Activity: Q2 2023 in Review

315 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nutanix (NTNX) for Q2 2023, worth a combined $5.28B — up 8.7% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NTNX positions and 42 closed out — a net gain of 18 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $29.1M. The largest seller was Generation Investment Management, cutting an estimated $93.7M.

  • 315 institutional investors held Nutanix (NTNX) as of Q2 2023, up from 299 in Q1 2023.
  • Funds reported $5.28B of Nutanix stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 60 funds opened new Nutanix positions in Q2 2023 and 42 closed out, a net change of +18 holders.
  • The largest Nutanix buyer in Q2 2023 was Champlain Investment Partners, an estimated $29.1M added.
  • The largest Nutanix seller in Q2 2023 was Generation Investment Management, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2023.