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Palantir

766 hedge funds and large institutions have $11.5B invested in Palantir in 2021 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 307 increasing their positions, 140 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 84

119% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 140

71% more capital invested

Capital invested by funds: $6.7B → $11.5B (+$4.77B)

22% more funds holding

Funds holding: 628766 (+138)

7.57% more ownership

Funds ownership: 16.55%24.12% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

32% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $2.17B

Holders
766
Holders Change
+138
Holders Change %
+21.97%
% of All Funds
13.33%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
225
Increased
307
Reduced
140
Closed
84
Calls
$1.49B
Puts
$2.17B
Net Calls
-$687M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6B +$1.69B +73,281,593 +290%
BlackRock
2
BlackRock
New York
$1.3B +$926M +40,021,042 +427%
AIM
3
ARK Investment Management
Florida
$809M +$279M +12,049,327 +65%
State Street
4
State Street
Massachusetts
$528M +$455M +19,655,402 +5,285%
Morgan Stanley
5
Morgan Stanley
New York
$369M +$36.3M +1,568,159 +13%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$295M +$130M +5,610,074 +100%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$256M -$134M -5,786,650 -37%
NAMA
8
Nikko Asset Management Americas
New York
$255M +$95.7M +4,137,293 +73%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$246M -$784K -33,900 -0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$234M +$126M +5,459,259 +159%
PCM
11
Primavera Capital Management
Cayman Islands
$232M
Jane Street
12
Jane Street
New York
$207M +$65.6M +2,836,063 +56%
Allianz Asset Management
13
Allianz Asset Management
Germany
$204M +$74.7M +3,230,214 +71%
Citadel Advisors
14
Citadel Advisors
Florida
$158M -$156M -6,746,968 -53%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$149M +$116M +5,000,679 +774%
Northern Trust
16
Northern Trust
Illinois
$145M +$106M +4,590,554 +496%
EVM
17
Eaton Vance Management
Massachusetts
$141M +$21.9M +947,434 +22%
N
18
Nuveen
North Carolina
$125M +$110M +4,750,240 New
RA
19
Rovida Advisors
Florida
$121M
DFO
20
Duquesne Family Office
New York
$106M -$45.6M -1,970,300 -33%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$87.1M +$68.3M +2,953,421 +840%
Goldman Sachs
22
Goldman Sachs
New York
$80M +$23.1M +999,298 +49%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$75.5M +$66.3M +2,865,885 New
CPWM
24
Cypress Point Wealth Management
Texas
$68.5M +$2.68M +116,020 +5%
UBS Group
25
UBS Group
Switzerland
$65.4M +$30.2M +1,304,812 +111%

PLTR Hedge Fund Activity: Q2 2021 in Review

766 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Palantir (PLTR) for Q2 2021, worth a combined $11.5B — up 71% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new PLTR positions and 84 closed out — a net gain of 141 holders — while 307 added to existing stakes and 140 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.69B. The largest seller was Founders Fund II Management, exiting entirely with an estimated $496M sold.

  • 766 institutional investors held Palantir (PLTR) as of Q2 2021, up from 628 in Q1 2021.
  • Funds reported $11.5B of Palantir stock for Q2 2021, up 71% quarter-over-quarter.
  • 225 funds opened new Palantir positions in Q2 2021 and 84 closed out, a net change of +141 holders.
  • The largest Palantir buyer in Q2 2021 was Vanguard Group, an estimated $1.69B added.
  • The largest Palantir seller in Q2 2021 was Founders Fund II Management, an estimated $496M sold.

Based on aggregated 13F filings for Q2 2021.