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Better Home & Finance Holding

38 hedge funds and large institutions have $77.7M invested in Better Home & Finance Holding in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

0.1% less ownership

Funds ownership: 0.97%0.87% (-0.1%)

10% less funds holding

Funds holding: 4238 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

45% less capital invested

Capital invested by funds: $142M → $77.7M (-$64.6M)

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
4
Increased
11
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
$24.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M +$57.4K +2,048 +0.3%
AF
3
Ally Financial
Michigan
$9.72M
KDIA
4
KPCB DGF II Associates
California
$8.91M
Goldman Sachs
5
Goldman Sachs
New York
$6.57M -$5.89K -210 -0.1%
AE
6
American Express
New York
$3.86M
IVSFI
7
IA Venture Strategies Fund II
New York
$3.06M
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.33M -$22.3K -795 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.4M +$157K +5,589 +11%
GCM
10
Greenland Capital Management
New York
$524K +$238K +8,500 +67%
State Street
11
State Street
Massachusetts
$392K +$435K +15,514 +5,967%
Morgan Stanley
12
Morgan Stanley
New York
$294K -$332K -11,844 -50%
Northern Trust
13
Northern Trust
Illinois
$235K +$139K +4,971 +111%
BFG
14
Bleakley Financial Group
New Jersey
$130K
SW
15
Simplicity Wealth
New Jersey
$130K +$147K +5,239 New
Charles Schwab
16
Charles Schwab
California
$106K
DIM
17
DC Investments Management
Virginia
$98.4K +$111K +3,962 New
SOW
18
State of Wyoming
Wyoming
$95.3K +$60.5K +2,158 +128%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$91K +$56 +2 +0.1%
CAC
20
Cowen and Company
New York
$74.5K
VF
21
Virtu Financial
New York
$62K +$8.58K +306 +14%
Bank of America
22
Bank of America
North Carolina
$50.6K
TSS
23
Two Sigma Securities
New York
$48.4K +$36.9K +1,314 +207%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$39.7K -$35.1K -1,251 -44%
XT
25
XTX Topco
Cayman Islands
$37.5K +$42.4K +1,511 New

BETR Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Better Home & Finance Holding (BETR) for Q1 2024, worth a combined $77.7M — down 45% from $142M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BETR and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was State Street, adding an estimated $435K. The largest seller was Catterton Management Company, exiting entirely with an estimated $15.5M sold.

  • 38 institutional investors held Better Home & Finance Holding (BETR) as of Q1 2024, down from 42 in Q4 2023.
  • Funds reported $77.7M of Better Home & Finance Holding stock for Q1 2024, down 45% quarter-over-quarter.
  • 4 funds opened new Better Home & Finance Holding positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest Better Home & Finance Holding buyer in Q1 2024 was State Street, an estimated $435K added.
  • The largest Better Home & Finance Holding seller in Q1 2024 was Catterton Management Company, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2024.