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ASAP

Waitr Holdings Inc. Common Stock

Delisted

ASAP was delisted on the 1st of February, 2023.

102 hedge funds and large institutions have $124M invested in Waitr Holdings Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

323% more capital invested

Capital invested by funds: $29.4M → $124M (+$94.9M)

52% more funds holding

Funds holding: 67102 (+35)

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $826K | Put options by funds: $2.01M

Holders
102
Holders Change
+35
Holders Change %
+52.24%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
28
Reduced
20
Closed
10
Calls
$826K
Puts
$2.01M
Net Calls
-$1.19M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$26.8M +$17.9M +466,418 +1,104%
BlackRock
2
BlackRock
New York
$12.5M +$1.49M +38,904 +20%
JFG
3
Jefferies Financial Group
New York
$10.2M
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.75M +$1.74M +45,236 +32%
GIPM
5
G2 Investment Partners Management
New York
$5.81M +$4.24M +110,432 New
PCM
6
Portolan Capital Management
Massachusetts
$5.39M +$3.94M +102,526 New
DCM
7
Driehaus Capital Management
Illinois
$5M +$3.65M +95,151 New
GPCM
8
Granite Point Capital Management
Massachusetts
$4.21M +$3.07M +80,000 New
CM
9
Conifer Management
New York
$3.89M -$1.98M -51,709 -41%
UBS Group
10
UBS Group
Switzerland
$2.84M -$743K -19,366 -26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.81M +$302K +7,866 +17%
State Street
12
State Street
Massachusetts
$2.79M +$192K +4,997 +10%
TGM
13
Tenzing Global Management
California
$2.63M +$1.92M +50,000 New
Northern Trust
14
Northern Trust
Illinois
$2.35M +$451K +11,751 +36%
MWNA
15
Marshall Wace North America
New York
$2.33M +$1.7M +44,211 New
N
16
Nuveen
North Carolina
$2.02M +$1.47M +38,301 New
HP
17
Hound Partners
New York
$1.9M -$126K -3,273 -8%
BCM
18
Bienville Capital Management
New York
$1.89M +$1.38M +35,830 New
MHP
19
Manatuck Hill Partners
Connecticut
$1.88M +$1.37M +35,750 New
FA
20
Friess Associates
Delaware
$1.64M +$1.19M +31,081 New
HSA
21
Hussman Strategic Advisors
Maryland
$1.34M +$979K +25,500 New
MAG
22
Millrace Asset Group
Pennsylvania
$1.13M +$825K +21,484 New
Goldman Sachs
23
Goldman Sachs
New York
$1.13M -$62.5K -1,629 -7%
DIS
24
Diversified Investment Strategies
Louisiana
$1M +$1.42K +37 +0.2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$966K +$284K +7,395 +67%

ASAP Hedge Fund Activity: Q2 2020 in Review

102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waitr Holdings Inc. Common Stock (ASAP) for Q2 2020, worth a combined $124M — up 323% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ASAP positions and 10 closed out — a net gain of 35 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $17.9M. The largest seller was Conifer Management, cutting an estimated $1.98M.

  • 102 institutional investors held Waitr Holdings Inc. Common Stock (ASAP) as of Q2 2020, up from 67 in Q1 2020.
  • Funds reported $124M of Waitr Holdings Inc. Common Stock stock for Q2 2020, up 323% quarter-over-quarter.
  • 45 funds opened new Waitr Holdings Inc. Common Stock positions in Q2 2020 and 10 closed out, a net change of +35 holders.
  • The largest Waitr Holdings Inc. Common Stock buyer in Q2 2020 was Luxor Capital Group, an estimated $17.9M added.
  • The largest Waitr Holdings Inc. Common Stock seller in Q2 2020 was Conifer Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2020.