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536 hedge funds and large institutions have $7.86B invested in SAP in 2019 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 180 increasing their positions, 160 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more capital invested

Capital invested by funds: $6.81B → $7.86B (+$1.04B)

13% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 160

9% more funds holding

Funds holding: 491536 (+45)

0.07% more ownership

Funds ownership: 4.71%4.78% (+0.07%)

56% less call options, than puts

Call options by funds: $41M | Put options by funds: $94.2M

Holders
536
Holders Change
+45
Holders Change %
+9.16%
% of All Funds
10.56%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
91
Increased
180
Reduced
160
Closed
34
Calls
$41M
Puts
$94.2M
Net Calls
-$53.2M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$1.06B +$86.2K +656 +0%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.03B +$9.03M +68,670 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$589M +$18.4M +139,901 +3%
GQG Partners
4
GQG Partners
Florida
$335M +$32.7M +248,827 +11%
Bank of America
5
Bank of America
North Carolina
$270M -$27.2M -206,814 -9%
Lazard Asset Management
6
Lazard Asset Management
New York
$230M -$2.15M -16,369 -0.9%
Jennison Associates
7
Jennison Associates
New York
$230M +$22M +167,269 +11%
Northern Trust
8
Northern Trust
Illinois
$228M -$148K -1,123 -0.1%
UBS Group
9
UBS Group
Switzerland
$218M -$3.82M -29,096 -2%
SGA
10
Sustainable Growth Advisers
Connecticut
$177M -$9M -68,453 -5%
Holocene Advisors
11
Holocene Advisors
New York
$172M +$6.59M +50,158 +4%
PPA
12
Parametric Portfolio Associates
Washington
$170M +$18.7M +142,184 +13%
Wells Fargo
13
Wells Fargo
California
$160M -$1.61M -12,238 -1%
CI
14
Cambiar Investors
Colorado
$148M -$11.4M -86,663 -7%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$148M -$473K -3,601 -0.3%
MVIP
16
Mar Vista Investment Partners
California
$133M +$130M +991,639 +340,769%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$128M +$3.44M +26,200 +3%
Morgan Stanley
18
Morgan Stanley
New York
$111M -$6.17M -46,977 -5%
ClearBridge Investments
19
ClearBridge Investments
New York
$105M +$6.46M +49,183 +7%
EM
20
Elliott Management
New York
$100M
Russell Investments Group
21
Russell Investments Group
United Kingdom
$99.8M +$25.1M +191,343 +35%
Principal Financial Group
22
Principal Financial Group
Iowa
$89.8M +$10.9M +83,267 +14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$79.1M +$3.31M +25,167 +4%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$75.5M -$35.9M -273,265 -33%
Invesco
25
Invesco
Georgia
$70.1M +$4.46M +33,905 +7%

SAP Hedge Fund Activity: Q4 2019 in Review

536 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q4 2019, worth a combined $7.86B — up 15% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SAP positions and 34 closed out — a net gain of 57 holders — while 180 added to existing stakes and 160 trimmed.

The largest buyer was Mar Vista Investment Partners, adding an estimated $130M. The largest seller was Goldman Sachs, cutting an estimated $51.3M.

  • 536 institutional investors held SAP (SAP) as of Q4 2019, up from 491 in Q3 2019.
  • Funds reported $7.86B of SAP stock for Q4 2019, up 15% quarter-over-quarter.
  • 91 funds opened new SAP positions in Q4 2019 and 34 closed out, a net change of +57 holders.
  • The largest SAP buyer in Q4 2019 was Mar Vista Investment Partners, an estimated $130M added.
  • The largest SAP seller in Q4 2019 was Goldman Sachs, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2019.