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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
N
26
Nuveen
North Carolina
$50.5M -$456K -4,466 -0.9%
OAM
27
Oberweis Asset Management
Illinois
$48.6M +$3.79M +37,100 +8%
Invesco
28
Invesco
Georgia
$45.9M -$14.9M -146,044 -24%
Ameriprise
29
Ameriprise
Minnesota
$44.9M -$23.1M -226,279 -33%
Citadel Advisors
30
Citadel Advisors
Florida
$44.4M +$34.6M +338,870 +290%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$44.1M -$2.81M -27,498 -6%
SAM
32
Southeastern Asset Management
Tennessee
$42.7M -$14.6M -143,016 -25%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$40.9M +$35.1K +344 +0.1%
Millennium Management
34
Millennium Management
New York
$40.3M -$13.6M -133,313 -24%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$39.4M +$3.82M +37,466 +10%
UBS Group
36
UBS Group
Switzerland
$38.8M +$28.3M +276,956 +227%
Deutsche Bank
37
Deutsche Bank
Germany
$38.3M +$10.5M +102,495 +35%
AIM
38
Artemis Investment Management
United Kingdom
$38M +$17M +166,392 +74%
Nomura Asset Management
39
Nomura Asset Management
Japan
$37.5M +$16.5M +161,552 +72%
Raymond James Financial
40
Raymond James Financial
Florida
$37.2M +$39M +381,958 New
SCM
41
Scopia Capital Management
New York
$36.1M +$24.1M +235,967 +175%
HCM
42
Hodges Capital Management
Texas
$35.9M +$18.1M +177,169 +93%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$33M -$41.2M -403,385 -54%
Mawer Investment Management
44
Mawer Investment Management
Alberta, Canada
$28.7M +$1.06M +10,413 +4%
American Century Companies
45
American Century Companies
Missouri
$28.6M -$409K -4,012 -1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$28.2M -$9.4M -92,133 -24%
NCA
47
Newbrook Capital Advisors
New York
$26.1M -$12.5M -122,011 -31%
GKIM
48
GW&K Investment Management
Massachusetts
$25.8M +$1.3M +12,700 +5%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$25.6M -$42.1M -412,741 -61%
AI
50
Aperture Investors
New York
$25.6M +$2.59M +25,402 +11%