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354 hedge funds and large institutions have $1.59B invested in Affirm in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 80 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 80

16% more call options, than puts

Call options by funds: $208M | Put options by funds: $179M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

0% more funds holding

Funds holding: 354354 (0)

4.74% less ownership

Funds ownership: 76.12%71.38% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

51% less capital invested

Capital invested by funds: $3.26B → $1.59B (-$1.67B)

Holders
354
Holders Change
Holders Change %
0%
% of All Funds
5.69%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
77
Increased
119
Reduced
80
Closed
69
Calls
$208M
Puts
$179M
Net Calls
+$28.2M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$7.59M +$35K +2,320 +0.3%
Two Sigma Investments
27
Two Sigma Investments
New York
$7.37M +$11.5M +762,176 New
DOS
28
David O. Sacks
$7.27M +$11.3M +751,646 New
AO
29
Allen Operations
New York
$6.98M
N
30
Nuveen
North Carolina
$6.61M +$3.23M +214,714 +46%
BMC
31
Battery Management Corp
Massachusetts
$5.97M
TD Asset Management
32
TD Asset Management
Ontario, Canada
$5.94M -$164K -10,861 -2%
VS
33
VK Services
California
$5.81M
Squarepoint
34
Squarepoint
New York
$5.44M +$2.17M +143,947 +34%
Legal & General Group
35
Legal & General Group
United Kingdom
$5.33M -$902K -59,858 -10%
UBS AM
36
UBS AM
Illinois
$5.26M -$747K -49,590 -8%
EMG
37
ETF Managers Group
New Jersey
$5.19M +$2.19M +145,196 +37%
Bank of America
38
Bank of America
North Carolina
$5.06M -$5.56M -368,901 -41%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$5.03M +$7.81M +518,243 +22,100%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$4.55M +$21.7K +1,441 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.06M +$6.32M +419,462 New
CS
42
Credit Suisse
Switzerland
$3.74M -$3.12M -207,358 -35%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3.67M +$360K +23,872 +7%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$3.66M +$1.06M +70,109 +22%
Jane Street
45
Jane Street
New York
$3.53M +$3.94M +261,506 +252%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.5M -$145K -9,639 -3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$3.28M +$220K +14,617 +5%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$3.26M -$79.9K -5,302 -2%
PHAM
49
Pacific Heights Asset Management
California
$3.05M -$1.45M -96,000 -23%
Citadel Advisors
50
Citadel Advisors
Florida
$2.94M -$18.8M -1,248,038 -80%

AFRM Hedge Fund Activity: Q4 2022 in Review

354 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2022, worth a combined $1.59B — down 51% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AFRM positions and 69 closed out — a net gain of 8 holders — while 119 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $25.3M. The largest seller was Jennison Associates, exiting entirely with an estimated $77.8M sold.

  • 354 institutional investors held Affirm (AFRM) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $1.59B of Affirm stock for Q4 2022, down 51% quarter-over-quarter.
  • 77 funds opened new Affirm positions in Q4 2022 and 69 closed out, a net change of +8 holders.
  • The largest Affirm buyer in Q4 2022 was BlackRock, an estimated $25.3M added.
  • The largest Affirm seller in Q4 2022 was Jennison Associates, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2022.