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230 hedge funds and large institutions have $6.01B invested in Affirm in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

124% more call options, than puts

Call options by funds: $245M | Put options by funds: $109M

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

12% more funds holding

Funds holding: 206230 (+24)

4% more capital invested

Capital invested by funds: $5.81B → $6.01B (+$204M)

1.2% less ownership

Funds ownership: 61.76%60.56% (-1.2%)

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.33%
New
79
Increased
75
Reduced
27
Closed
53
Calls
$245M
Puts
$109M
Net Calls
+$136M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IM
51
Islet Management
New York
$10.1M -$1.59M -25,000 -14%
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$10.1M
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$10.1M +$4.78M +75,000 +100%
AC
54
AMS Capital
Brazil
$9.43M
PHAM
55
Pacific Heights Asset Management
California
$9.09M +$1.59M +25,000 +23%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$8.42M
CPWM
57
Cypress Point Wealth Management
Texas
$8.34M +$7.17M +112,390 +983%
Charles Schwab
58
Charles Schwab
California
$8.31M +$2.9M +45,411 +58%
UBS AM
59
UBS AM
Illinois
$8.13M +$7.7M +120,765 New
TRSOTSOK
60
Teachers Retirement System of the State of Kentucky
Kentucky
$8.11M +$3.8M +59,600 +98%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$7.2M +$5.39M +84,482 +378%
WHAM
62
Windmill Hill Asset Management
United Kingdom
$6.51M +$6.16M +96,621 New
Northern Trust
63
Northern Trust
Illinois
$6.41M +$2.13M +33,341 +54%
GCM
64
Ghisallo Capital Management
Massachusetts
$6.23M -$5.9M -92,490 -50%
DIG
65
Dragoneer Investment Group
California
$5.05M
Squarepoint
66
Squarepoint
New York
$5.05M
GAMA
67
Graticule Asia Macro Advisors
New York
$4.51M +$4.27M +67,000 New
HLA
68
Hamilton Lane Advisors
Pennsylvania
$4.49M +$2.44M +38,267 +135%
PCM
69
Penserra Capital Management
California
$4.32M +$4.09M +64,196 New
Bank of America
70
Bank of America
North Carolina
$3.99M -$14.2M -221,954 -79%
ROTUOC
71
Regents of the University of California
California
$3.93M
Ameriprise
72
Ameriprise
Minnesota
$3.89M +$2.42M +37,869 +190%
CM
73
Caption Management
Oklahoma
$3.58M +$3.39M +53,200 New
SHGA
74
Sand Hill Global Advisors
California
$3.46M +$3.28M +51,417 New
NC
75
NZS Capital
Colorado
$3.29M +$3.12M +48,838 New

AFRM Hedge Fund Activity: Q2 2021 in Review

230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q2 2021, worth a combined $6.01B — up 3.5% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AFRM positions and 53 closed out — a net gain of 26 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $312M. The largest seller was Founders Fund V Management, exiting entirely with an estimated $363M sold.

  • 230 institutional investors held Affirm (AFRM) as of Q2 2021, up from 206 in Q1 2021.
  • Funds reported $6.01B of Affirm stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 79 funds opened new Affirm positions in Q2 2021 and 53 closed out, a net change of +26 holders.
  • The largest Affirm buyer in Q2 2021 was Capital Research Global Investors, an estimated $312M added.
  • The largest Affirm seller in Q2 2021 was Founders Fund V Management, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2021.