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SharkNinja

321 hedge funds and large institutions have $6.92B invested in SharkNinja in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 109 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

6.88% more ownership

Funds ownership: 43.93%50.81% (+6.9%)

4% more funds holding

Funds holding: 310321 (+11)

7% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.2M

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 109

4% more capital invested

Capital invested by funds: $6.68B → $6.92B (+$241M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.23%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
68
Increased
115
Reduced
109
Closed
54
Calls
$102M
Puts
$96.2M
Net Calls
+$6.28M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$3.12K
TCM
302
TimesSquare Capital Management
New York
$2.92K
OC
303
Oarsman Capital
Wisconsin
$2.43K
TC
304
Trust Company
Kansas
$1.56K
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$1.56K +$204 +2 +14%
MCM
306
MAI Capital Management
Ohio
$1.56K +$1.63K +16 New
SIC
307
SJS Investment Consulting
Ohio
$1.27K -$306 -3 -19%
LC
308
Lindbrook Capital
California
$1.07K -$918 -9 -45%
TPCW
309
TD Private Client Wealth
New York
$1.07K +$1.12K +11 New
RBC
310
Roble Belko & Company
Pennsylvania
$1K
Creative Planning
311
Creative Planning
Kansas
$974 +$1.02K +10 New
HI
312
Harbour Investments
Wisconsin
$682
NS
313
NBC Securities
Alabama
$670 -$627K -6,144 -100%
LIS
314
Legacy Investment Solutions
Idaho
$456 +$408 +4 New
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$456 +$408 +4 New
FFA
316
Farther Finance Advisors
California
$455 +$204 +2 +67%
AP
317
Atwood & Palmer
Missouri
$390
GFPC
318
Global Financial Private Client
Florida
$389 +$408 +4 New
CA
319
Clearstead Advisors
Ohio
$255 -$64K -627 -100%
CA
320
CoreCap Advisors
Michigan
$195
PWM
321
Parkworth Wealth Management
California
$195 +$204 +2 New
AWM
322
Activest Wealth Management
Florida
$39
CCP
323
Clough Capital Partners
Massachusetts
-$22.4M -205,747 Closed
6CM
324
683 Capital Management
New York
-$19.6M -180,000 Closed
ECU
325
Egerton Capital (UK)
United Kingdom
-$19.3M -177,193 Closed