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Better Home & Finance Holding

42 hedge funds and large institutions have $142M invested in Better Home & Finance Holding in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

163% more capital invested

Capital invested by funds: $54.1M → $142M (+$88.2M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

45% more funds holding

Funds holding: 2942 (+13)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

1.51% less ownership

Funds ownership: 2.48%0.97% (-1.5%)

Holders
42
Holders Change
+13
Holders Change %
+44.83%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
6
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PBRA
1
Pine Brook Road Advisors
New York
$40.6M +$23.9M +995,661 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.9M
AF
3
Ally Financial
Michigan
$16M
CMC
4
Catterton Management Company
Connecticut
$15.5M -$2.04M -85,155 -18%
KDIA
5
KPCB DGF II Associates
California
$14.7M
Goldman Sachs
6
Goldman Sachs
New York
$10.8M +$5.78K +241 +0.1%
AE
7
American Express
New York
$6.34M +$3.72M +155,332 New
IVSFI
8
IA Venture Strategies Fund II
New York
$5.01M +$54.2K +2,263 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.86M +$2.26M +94,450 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.07M +$1.21M +50,672 New
Morgan Stanley
11
Morgan Stanley
New York
$967K +$284K +11,844 +100%
GCM
12
Greenland Capital Management
New York
$514K +$302K +12,600 New
BFG
13
Bleakley Financial Group
New Jersey
$214K
SS
14
Simplicity Solutions
Minnesota
$214K
Northern Trust
15
Northern Trust
Illinois
$183K +$108K +4,492 New
Charles Schwab
16
Charles Schwab
California
$174K +$102K +4,257 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$149K +$87.4K +3,648 +182,400%
CAC
18
Cowen and Company
New York
$122K -$45.7K -1,906 -39%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$116K +$68.3K +2,850 New
Jane Street
20
Jane Street
New York
$100K +$58.8K +2,453 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$94.1K +$55.2K +2,305 New
VF
22
Virtu Financial
New York
$89K +$42.7K +1,782 +438%
Bank of America
23
Bank of America
North Carolina
$83.2K
SOW
24
State of Wyoming
Wyoming
$68.6K +$40.3K +1,680 New
Barclays
25
Barclays
United Kingdom
$55.2K +$32.4K +1,351 New

BETR Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Better Home & Finance Holding (BETR) for Q4 2023, worth a combined $142M — up 163% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BETR positions and 7 closed out — a net gain of 13 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $2.26M. The largest seller was Catterton Management Company, cutting an estimated $2.04M.

  • 42 institutional investors held Better Home & Finance Holding (BETR) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $142M of Better Home & Finance Holding stock for Q4 2023, up 163% quarter-over-quarter.
  • 20 funds opened new Better Home & Finance Holding positions in Q4 2023 and 7 closed out, a net change of +13 holders.
  • The largest Better Home & Finance Holding buyer in Q4 2023 was Vanguard Group, an estimated $2.26M added.
  • The largest Better Home & Finance Holding seller in Q4 2023 was Catterton Management Company, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2023.