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Bumble

217 hedge funds and large institutions have $1.9B invested in Bumble in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 94.48%94.29% (-0.19%)

2% less capital invested

Capital invested by funds: $1.95B → $1.9B (-$46.1M)

3% less funds holding

Funds holding: 224217 (-7)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

88% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $212M

Holders
217
Holders Change
-7
Holders Change %
-3.13%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
39
Increased
90
Reduced
61
Closed
44
Calls
$26.4M
Puts
$212M
Net Calls
-$186M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$481M -$56.9M -4,012,103 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M +$7.03M +495,671 +5%
BlackRock
3
BlackRock
New York
$146M -$1.66M -116,811 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.6M -$22.9M -1,617,537 -19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$78.8M +$16.6M +1,172,642 +28%
AGFVA
6
Accel Growth Fund V Associates
California
$74.5M
Morgan Stanley
7
Morgan Stanley
New York
$57.6M +$43.3M +3,049,180 +355%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$53.1M +$14.4M +1,013,374 +39%
Goldman Sachs
9
Goldman Sachs
New York
$52.9M +$5.64M +397,741 +12%
Millennium Management
10
Millennium Management
New York
$39M -$9.84M -693,639 -21%
State Street
11
State Street
Massachusetts
$38.2M +$1.5M +105,931 +4%
Amundi
12
Amundi
France
$34.2M +$4.95M +348,635 +17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.1M +$1.7M +119,759 +6%
Marshall Wace
14
Marshall Wace
United Kingdom
$30M -$29.4M -2,068,969 -50%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.6M -$2.41M -170,074 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$22.3M -$17.1M -1,207,671 -44%
Man Group
17
Man Group
United Kingdom
$22.2M +$21.4M +1,506,640 New
GIM
18
Granahan Investment Management
Massachusetts
$20.2M +$1.61M +113,277 +9%
TCM
19
TimesSquare Capital Management
New York
$19.4M -$507K -35,756 -3%
Northern Trust
20
Northern Trust
Illinois
$19.1M +$145K +10,255 +0.8%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$19M +$5.54M +390,448 +43%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$17.5M +$97.8K +6,891 +0.6%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$16.9M -$16.6K -1,170 -0.1%
Renaissance Technologies
24
Renaissance Technologies
New York
$16.6M +$9.94M +700,500 +165%
WP
25
Woodline Partners
California
$16.1M +$15.5M +1,094,386 New

BMBL Hedge Fund Activity: Q4 2023 in Review

217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bumble (BMBL) for Q4 2023, worth a combined $1.9B — down 2.4% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of BMBL and 39 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 90 added.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Blackstone Inc, cutting an estimated $56.9M.

  • 217 institutional investors held Bumble (BMBL) as of Q4 2023, down from 224 in Q3 2023.
  • Funds reported $1.9B of Bumble stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 39 funds opened new Bumble positions in Q4 2023 and 44 closed out, a net change of -5 holders.
  • The largest Bumble buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest Bumble seller in Q4 2023 was Blackstone Inc, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2023.