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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
SIM
151
Sandia Investment Management
Massachusetts
$467K +$132K +2,500 +50%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$424K +$360K +6,812 New
BCI
153
Brinker Capital Investments
Pennsylvania
$393K -$17.9K -338 -5%
OPS
154
Orion Portfolio Solutions
Nebraska
$393K -$17.9K -338 -5%
YC
155
Yarbrough Capital
Tennessee
$391K +$332K +6,284 New
OAM
156
Oppenheimer Asset Management
New York
$385K +$327K +6,178 New
CHAM
157
Clear Harbor Asset Management
Connecticut
$381K +$323K +6,115 New
VIM
158
Vinva Investment Management
Australia
$316K +$175K +3,306 New
ECP
159
Empyrean Capital Partners
California
$311K +$264K +5,000 New
CAS
160
CTC Alternative Strategies
Illinois
$293K +$249K +4,700 New
OAC
161
OMERS Administration Corp
Ontario, Canada
$287K +$243K +4,600 New
SG Americas Securities
162
SG Americas Securities
New York
$275K +$20.1K +380 +9%
Wells Fargo
163
Wells Fargo
California
$262K +$202K +3,813 +953%
BC
164
Bridgefront Capital
Texas
$261K +$222K +4,188 New
LI
165
LVZ Inc
Michigan
$255K +$217K +4,093 New
CT
166
ClearAlpha Technologies
Connecticut
$221K +$188K +3,550 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$218K +$186K +3,507 New
EL
168
Essex LLC
Illinois
$204K +$173K +3,275 New
RhumbLine Advisers
169
RhumbLine Advisers
Massachusetts
$198K +$157K +2,968 +1,393%
SPIA
170
Steward Partners Investment Advisory
New York
$142K +$120K +2,277 New
SOW
171
State of Wyoming
Wyoming
$113K +$95.8K +1,811 New
TC
172
Trium Capital
United Kingdom
$109K +$40K +757 +76%
Barclays
173
Barclays
United Kingdom
$105K -$3.16M -59,826 -97%
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$98K -$171K -3,236 -67%
TRCT
175
Tower Research Capital (TRC)
New York
$81.4K -$31.5K -596 -31%