Will Netflix’s Top Investors Cut Stock Holdings in Fear of Increased Competition?

In 2012, Netflix, Inc.’s (NASDAQ:NFLX) shares are down 13.81 percent. On Thursday, the company received a competitive nudge by HBO (NYSE:TWX) after it announced its new HBO Nordic service. In mid-October, this will launch in Denmark, Sweden, Norway, and Finland and could pose a threat to Netflix who plans to also enter the region by year’s end.

The content offerings will include its current slew of HBO shows as well as upcoming series premieres, major Hollywood feature films as well as ones from international studios, local distributors, and independents. The two video providers have content available in many identical markets, but they have not come head-to-head with an identical business model.

From the increased competition in the region, will Netflix’s largest shareholders decrease their holdings? 443 institutional firms indicated owning shares of Netflix, Inc. (NASDAQ:NFLX) in Q2 2012. These firms reported owning a total of 64.561 million shares on 06/30/2012. The shares closed at $68.49 on 06/30/2012.

Here are the ten largest positions in Netflix, Inc. at the end of June 30th, 2012.

Price T Rowe Associates Inc /MD/ held 6,366,538 shares on 06/30/2012 worth $436,044,174. This brought the portfolio total to 0.14%.

Davis Selected Advisers held 4,240,028 shares on 06/30/2012 worth $290,399,509. This brought the portfolio total to 0.67%.

Sands Capital Management LLC held 3,947,464 shares on 06/30/2012 worth $270,361,801. This brought the portfolio total to 1.23%.

Vanguard Group Inc held 3,043,776 shares on 06/30/2012 worth $208,468,212. This brought the portfolio total to 0.03%.

Capital Research Global Investors held 2,963,019 shares on 06/30/2012 worth $202,937,165. This brought the portfolio total to 0.09%.

Blue Ridge Capital L.L.C. held 2,500,000 shares on 06/30/2012 worth $171,224,995. This brought the portfolio total to 2.58%.

Susquehanna International Group LLP held 2,438,200 shares on 06/30/2012 worth $166,980.

Susquehanna International Group LLP held 2,252,800 shares on 06/30/2012 worth $154,283.

State Street Corp held 2,163,966 shares on 06/30/2012 worth $148,210,027. This brought the portfolio total to 0.02%.

D. E. Shaw & Co. Inc. held 1,767,600 shares on 06/30/2012 worth $121,028,000. This brought the portfolio total to 0.31%.

Knowing which stocks have institutional support will help improve your investing skills, and teach you how to ride the waves of strong moves. In fact, “S = Support is Provided By Institutional Investors & Company Insiders” is a core component of our CHEAT SHEET investing framework for this very reason. Don’t waste another minute — click here and get our CHEAT SHEET stock picks now.

More from The Cheat Sheet