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Ferrari

301 hedge funds and large institutions have $10.6B invested in Ferrari in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 104 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0.33% less ownership

Funds ownership: 37.48%37.15% (-0.33%)

6% less funds holding

Funds holding: 320301 (-19)

7% less capital invested

Capital invested by funds: $11.4B → $10.6B (-$785M)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 104

29% less call options, than puts

Call options by funds: $267M | Put options by funds: $375M

35% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 51

Holders
301
Holders Change
-19
Holders Change %
-5.94%
% of All Funds
6.6%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
33
Increased
89
Reduced
104
Closed
51
Calls
$267M
Puts
$375M
Net Calls
-$107M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$2.1B +$4.76M +29,827 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.33B -$3.09M -19,338 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$585M +$9.37M +58,725 +2%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$408M -$158M -988,700 -27%
AC
5
AKO Capital
United Kingdom
$395M -$69.2M -433,707 -14%
DCP
6
D1 Capital Partners
New York
$387M +$206M +1,291,311 +106%
Winslow Capital Management
7
Winslow Capital Management
Minnesota
$335M -$6.46M -40,468 -2%
MCM
8
Melvin Capital Management
New York
$311M +$43.7M +273,645 +16%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$297M +$12.7M +79,287 +4%
DCP
10
Darsana Capital Partners
New York
$247M -$63.8M -400,000 -20%
AAMU
11
Amundi Asset Management US
Massachusetts
$236M -$47.3M -296,745 -16%
Norges Bank
12
Norges Bank
Norway
$230M -$29.4M -184,485 -11%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$206M -$147M -918,538 -41%
BlackRock
14
BlackRock
New York
$183M +$31.7M +198,770 +20%
Capital World Investors
15
Capital World Investors
California
$165M +$32.4M +203,249 +23%
Barclays
16
Barclays
United Kingdom
$164M +$84.5M +529,406 +99%
Morgan Stanley
17
Morgan Stanley
New York
$153M +$37.3M +234,007 +31%
Bank of America
18
Bank of America
North Carolina
$123M -$709K -4,444 -0.6%
CS
19
Credit Suisse
Switzerland
$117M +$37.4M +234,334 +45%
CGI
20
Comgest Global Investors
France
$116M -$45.5M -284,931 -27%
Axa
21
Axa
France
$115M +$60.7M +380,357 +104%
WRF
22
Waddell & Reed Financial
Kansas
$114M -$5.13M -32,148 -4%
Deutsche Bank
23
Deutsche Bank
Germany
$103M -$119M -744,907 -53%
AC
24
Alatus Capital
Switzerland
$94.2M -$9.6M -60,158 -9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$90.5M +$597K +3,741 +0.6%

RACE Hedge Fund Activity: Q3 2019 in Review

301 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ferrari (RACE) for Q3 2019, worth a combined $10.6B — down 6.9% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RACE and 33 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 89 added.

The largest buyer was D1 Capital Partners, adding an estimated $206M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $158M.

  • 301 institutional investors held Ferrari (RACE) as of Q3 2019, down from 320 in Q2 2019.
  • Funds reported $10.6B of Ferrari stock for Q3 2019, down 6.9% quarter-over-quarter.
  • 33 funds opened new Ferrari positions in Q3 2019 and 51 closed out, a net change of -18 holders.
  • The largest Ferrari buyer in Q3 2019 was D1 Capital Partners, an estimated $206M added.
  • The largest Ferrari seller in Q3 2019 was Canada Pension Plan Investment Board, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2019.