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SharkNinja

194 hedge funds and large institutions have $3.7B invested in SharkNinja in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,677% more call options, than puts

Call options by funds: $69M | Put options by funds: $2.48M

171% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 24

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

46% more capital invested

Capital invested by funds: $2.54B → $3.7B (+$1.16B)

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

26% more funds holding

Funds holding: 154194 (+40)

6.93% more ownership

Funds ownership: 35.68%42.61% (+6.9%)

Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.79%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
65
Increased
71
Reduced
50
Closed
24
Calls
$69M
Puts
$2.48M
Net Calls
+$66.5M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Callodine Capital Management
Massachusetts
$1.25M
WG
127
Winton Group
United Kingdom
$1.22M +$1.04M +19,608 New
JF
128
Jump Financial
Illinois
$1.17M -$1.52M -28,770 -61%
YIH
129
Y-Intercept (HK)
Hong Kong
$1.13M +$564K +10,665 +143%
PAS
130
Point72 Asia (Singapore)
Singapore
$1.09M +$929K +17,563 New
GCP
131
GSA Capital Partners
United Kingdom
$1.08M +$914K +17,281 New
Bank of New York Mellon
132
Bank of New York Mellon
New York
$1.06M -$103K -1,953 -10%
PA
133
Pinnacle Associates
New York
$1.05M +$280K +5,300 +46%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$981K +$833K +15,755 New
Marshall Wace
135
Marshall Wace
United Kingdom
$967K -$12M -226,805 -94%
GT
136
Glenmede Trust
Pennsylvania
$954K -$11.1K -210 -1%
ICM
137
III Capital Management
Florida
$925K -$2.07M -39,152 -73%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$835K +$49.2K +930 +7%
FSI
139
Flow State Investments
Illinois
$779K +$661K +12,500 New
PHS
140
Pekin Hardy Strauss
Illinois
$713K -$26.4K -500 -4%
EGM
141
Engineers Gate Manager
New York
$709K +$602K +11,386 New
QWM
142
Quadcap Wealth Management
Texas
$623K -$56.7K -1,071 -10%
DC
143
Diametric Capital
Massachusetts
$605K -$556K -10,511 -52%
US Bancorp
144
US Bancorp
Minnesota
$557K -$407K -7,692 -46%
LP
145
LMR Partners
United Kingdom
$544K -$228K -4,317 -33%
JFG
146
Jefferies Financial Group
New York
$542K +$460K +8,700 New
Victory Capital Management
147
Victory Capital Management
Texas
$502K +$14.3K +270 +3%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$498K -$2.11M -39,822 -83%
AAM
149
Advisors Asset Management
Colorado
$494K +$420K +7,931 New
SI
150
Symmetry Investments
Jersey
$470K -$902K -17,060 -69%