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CarGurus

196 hedge funds and large institutions have $1.87B invested in CarGurus in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $9M

30% more capital invested

Capital invested by funds: $1.44B → $1.87B (+$429M)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

0.67% more ownership

Funds ownership: 100.53%101.2% (+0.67%)

0% more funds holding

Funds holding: 196196 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
68
Reduced
65
Closed
29
Calls
$79.1M
Puts
$9M
Net Calls
+$70.1M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$253M -$9.11M -535,269 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M +$2.08M +121,979 +1%
ACH
3
ArrowMark Colorado Holdings
Colorado
$175M +$52.2M +3,070,570 +49%
DIG
4
Dragoneer Investment Group
California
$173M
BlackRock
5
BlackRock
New York
$130M -$315K -18,513 -0.3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M -$8.38M -492,661 -7%
Morgan Stanley
7
Morgan Stanley
New York
$96.5M -$16.1M -948,920 -16%
FAM
8
Foxhaven Asset Management
Virginia
$89.5M +$6.77M +397,984 +9%
PCM
9
PAR Capital Management
Massachusetts
$70.8M -$50.2M -2,952,300 -44%
Federated Hermes
10
Federated Hermes
Pennsylvania
$50.1M +$432K +25,398 +1%
State Street
11
State Street
Massachusetts
$38.6M +$1.95M +114,501 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$35.2M +$1.79M +105,109 +6%
DCP
13
Durable Capital Partners
Maryland
$28.8M -$29.1M -1,710,904 -53%
Nomura Holdings
14
Nomura Holdings
Japan
$23.6M -$7.3M -429,254 -25%
VP
15
Vitruvian Partners
United Kingdom
$23.6M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$22.7M +$11M +647,121 +113%
Norges Bank
17
Norges Bank
Norway
$19.6M -$1.21M -71,262 -6%
Northern Trust
18
Northern Trust
Illinois
$19.1M +$1.36M +79,970 +8%
FWIA
19
Fort Washington Investment Advisors
Ohio
$17.7M +$780K +45,834 +5%
MC
20
Mount Capital
United Kingdom
$15.4M +$7.71M +453,400 +122%
Charles Schwab
21
Charles Schwab
California
$14.9M +$912K +53,610 +7%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$14.2M +$12.9M +761,081 New
Bank of America
23
Bank of America
North Carolina
$13.6M +$2.96M +173,899 +31%
GT
24
Glenmede Trust
Pennsylvania
$13.4M +$2.62M +153,734 +27%
KAM
25
Knightsbridge Asset Management
California
$13.3M +$12.1M +713,736 New

CARG Hedge Fund Activity: Q1 2023 in Review

196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CarGurus (CARG) for Q1 2023, worth a combined $1.87B — up 30% from $1.44B a quarter earlier.

Fund positioning in CARG was balanced in Q1 2023: 29 funds opened new positions, 29 closed out, 68 added to existing stakes and 65 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $52.2M. The largest seller was PAR Capital Management, cutting an estimated $50.2M.

  • 196 institutional investors held CarGurus (CARG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.87B of CarGurus stock for Q1 2023, up 30% quarter-over-quarter.
  • 29 funds opened new CarGurus positions in Q1 2023 and 29 closed out, a net change of 0 holders.
  • The largest CarGurus buyer in Q1 2023 was ArrowMark Colorado Holdings, an estimated $52.2M added.
  • The largest CarGurus seller in Q1 2023 was PAR Capital Management, an estimated $50.2M sold.

Based on aggregated 13F filings for Q1 2023.