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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$380M +$26.6M +502,469 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$336M +$24.9M +471,313 +10%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$241M +$16M +302,786 +8%
PCM
4
Parsifal Capital Management
Connecticut
$196M -$945K -17,864 -0.6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$193M +$13.4M +253,969 +9%
ACM
6
Alua Capital Management
New York
$117M +$58M +1,095,553 +139%
MAP
7
Madison Avenue Partners
New York
$113M -$99.2M -1,874,677 -51%
Millennium Management
8
Millennium Management
New York
$87.8M +$36.7M +693,485 +97%
WHCM
9
Wolf Hill Capital Management
Connecticut
$87.5M +$2.96M +55,974 +4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$81.9M +$24.2M +457,050 +53%
ABI
11
Abrams Bison Investments
Maryland
$80.4M +$68.2M +1,290,000 New
Morgan Stanley
12
Morgan Stanley
New York
$76.8M +$4.51M +85,240 +7%
JCAM
13
Jericho Capital Asset Management
New York
$62.3M +$52.9M +1,000,300 New
PP
14
Pertento Partners
United Kingdom
$59M -$2.69M -50,766 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$58.5M +$278K +5,264 +0.6%
NCA
16
Newbrook Capital Advisors
New York
$58.3M +$6.93M +130,935 +16%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$56.9M +$48.3M +913,136 New
Artisan Partners
18
Artisan Partners
Wisconsin
$56.5M +$31.7M +598,586 +194%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$45.9M +$16.1M +304,021 +70%
6CM
20
683 Capital Management
New York
$45.2M +$3.17M +60,000 +9%
SAM
21
Southeastern Asset Management
Tennessee
$45M -$46.1M -872,071 -55%
Norges Bank
22
Norges Bank
Norway
$44.5M +$5.87M +110,911 +18%
SC
23
Shellback Capital
Massachusetts
$40.6M +$7.99M +151,102 +30%
HRCM
24
Hood River Capital Management
Florida
$38.3M +$32.5M +614,706 New
MP
25
Munro Partners
Australia
$36.2M -$2.95M -55,735 -9%