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SharkNinja

154 hedge funds and large institutions have $2.54B invested in SharkNinja in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,164% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $1.01M

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

52% more funds holding

Funds holding: 101154 (+53)

49% more capital invested

Capital invested by funds: $1.71B → $2.54B (+$833M)

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

9.16% more ownership

Funds ownership: 26.51%35.68% (+9.2%)

Holders
154
Holders Change
+53
Holders Change %
+52.48%
% of All Funds
2.25%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
72
Increased
53
Reduced
22
Closed
19
Calls
$33.1M
Puts
$1.01M
Net Calls
+$32.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
126
Orion Portfolio Solutions
Nebraska
$333K +$36K +786 +13%
Walleye Trading
127
Walleye Trading
New York
$325K +$290K +6,345 New
MFS
128
Mirabella Financial Services
United Kingdom
$300K +$268K +5,860 New
OA
129
Oracle Alpha
Ontario, Canada
$272K +$243K +5,311 New
AIP
130
ARS Investment Partners
New York
$256K +$229K +5,000 New
DCM
131
Deuterium Capital Management
Florida
$256K +$229K +5,000 New
SIM
132
Sandia Investment Management
Massachusetts
$256K +$229K +5,000 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$246K +$196K +4,290 +827%
SG Americas Securities
134
SG Americas Securities
New York
$207K +$1.74K +38 +1%
TRCT
135
Tower Research Capital (TRC)
New York
$97.3K +$87K +1,902 New
C
136
Covestor
United Kingdom
$55K +$49.1K +1,073 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.9K -$137 -3 -0.3%
HFM
138
Harvest Fund Management
China
$46K
Citigroup
139
Citigroup
New York
$42.6K +$38.1K +833 New
PA
140
Parallel Advisors
California
$36.8K +$32.9K +720 New
Wells Fargo
141
Wells Fargo
California
$20.5K +$11K +241 +152%
TCPG
142
Trivant Custom Portfolio Group
California
$15.4K +$4.58K +100 +50%
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
$10.9K
EWA
144
EverSource Wealth Advisors
Alabama
$7.16K +$6.4K +140 New
IA
145
IFP Advisors
Florida
$2.46K +$2.2K +48 New
BWM
146
Baystate Wealth Management
Massachusetts
$2.35K +$2.1K +46 New
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$2.05K +$1.83K +40 New
EC
148
EntryPoint Capital
New York
$1.94K +$1.74K +38 New
CFO
149
CVA Family Office
Colorado
$1.64K +$1.46K +32 New
AP
150
Advisors Preferred
Maryland
$1.09K