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New York Times

333 hedge funds and large institutions have $4.22B invested in New York Times in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

0.19% more ownership

Funds ownership: 90.58%90.78% (+0.19%)

5% less funds holding

Funds holding: 352333 (-19)

11% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.5M

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

39% less capital invested

Capital invested by funds: $6.92B → $4.22B (-$2.7B)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
333
Holders Change
-19
Holders Change %
-5.4%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
50
Increased
127
Reduced
101
Closed
62
Calls
$17.3M
Puts
$19.5M
Net Calls
-$2.17M
Net Calls Change
-$504K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$447M +$5.97M +165,351 +1%
BlackRock
2
BlackRock
New York
$388M +$1.87M +51,802 +0.4%
JSP
3
Jackson Square Partners
California
$254M -$75.1M -2,079,662 -19%
DCP
4
Darsana Capital Partners
New York
$237M
SP
5
Stockbridge Partners
Massachusetts
$200M +$24.4M +674,264 +10%
FCM
6
Farallon Capital Management
California
$192M -$16.5M -457,550 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$151M -$11.6M -320,441 -6%
SC
8
Sculptor Capital
New York
$137M -$11.1M -308,162 -6%
UBS Group
9
UBS Group
Switzerland
$126M +$163M +4,505,595 +34,889%
State Street
10
State Street
Massachusetts
$122M +$623K +17,241 +0.4%
ROIC
11
Route One Investment Company
California
$106M +$16.1M +446,000 +13%
Renaissance Technologies
12
Renaissance Technologies
New York
$97.5M +$13.4M +370,600 +12%
Capital World Investors
13
Capital World Investors
California
$92.2M -$22.1M -612,837 -16%
VH
14
ValueAct Holdings
California
$86.4M +$112M +3,095,000 New
CCM
15
Cadian Capital Management
New York
$65.5M +$21.8M +604,047 +35%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62.7M -$639K -17,683 -0.8%
Artisan Partners
17
Artisan Partners
Wisconsin
$58.5M -$65.9M -1,824,214 -47%
Goldman Sachs
18
Goldman Sachs
New York
$58.2M +$19.1M +529,582 +34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.1M +$8.33M +230,526 +13%
Capital Research Global Investors
20
Capital Research Global Investors
California
$50.6M -$59.1M -1,635,874 -47%
SPC
21
Slate Path Capital
New York
$49.7M
SEI Investments
22
SEI Investments
Pennsylvania
$47.8M -$4.4M -121,958 -7%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$47.1M +$6.18M +171,174 +11%
AAM
24
Ardevora Asset Management
United Kingdom
$45.4M +$18.5M +511,299 +46%
Charles Schwab
25
Charles Schwab
California
$44.3M +$1.32M +36,549 +2%

NYT Hedge Fund Activity: Q2 2022 in Review

333 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New York Times (NYT) for Q2 2022, worth a combined $4.22B — down 39% from $6.92B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of NYT and 50 opened new positions — a net loss of 12 holders — while 101 trimmed existing stakes and 127 added.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Jackson Square Partners, cutting an estimated $75.1M.

  • 333 institutional investors held New York Times (NYT) as of Q2 2022, down from 352 in Q1 2022.
  • Funds reported $4.22B of New York Times stock for Q2 2022, down 39% quarter-over-quarter.
  • 50 funds opened new New York Times positions in Q2 2022 and 62 closed out, a net change of -12 holders.
  • The largest New York Times buyer in Q2 2022 was UBS Group, an estimated $163M added.
  • The largest New York Times seller in Q2 2022 was Jackson Square Partners, an estimated $75.1M sold.

Based on aggregated 13F filings for Q2 2022.