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Clover Health Investments

149 hedge funds and large institutions have $782M invested in Clover Health Investments in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 24

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

59% more call options, than puts

Call options by funds: $157M | Put options by funds: $99M

1% more funds holding

Funds holding: 147149 (+2)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

53.94% less ownership

Funds ownership: 95.76%41.82% (-54%)

59% less capital invested

Capital invested by funds: $1.89B → $782M (-$1.11B)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
40
Increased
53
Reduced
24
Closed
37
Calls
$157M
Puts
$99M
Net Calls
+$58.2M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Context Capital Management
California
$48K +$55.5K +6,484 New
EWM
102
Edge Wealth Management
New York
$37K
Lazard Asset Management
103
Lazard Asset Management
New York
$36K +$42.8K +5,000 New
SNT
104
Security National Trust
West Virginia
$33K
SGA
105
Siguler Guff Advisers
New York
$26K +$30.4K +3,552 New
SPIA
106
Steward Partners Investment Advisory
New York
$25K +$17.1K +2,000 +148%
TRCT
107
Tower Research Capital (TRC)
New York
$24K -$58.3K -6,810 -67%
WWMSC
108
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$25.7K +3,000 New
KPCM
109
Kings Point Capital Management
New York
$22K +$25.7K +3,000 New
GRP
110
Global Retirement Partners
California
$20K +$14.7K +1,719 +172%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K +$8.13K +950 +79%
JCM
112
Jacobi Capital Management
Pennsylvania
$15K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$11K -$36.4M -4,258,673 -100%
CFN
114
Cordasco Financial Network
Florida
$11K +$4.28K +500 +50%
CFA
115
Carroll Financial Associates
North Carolina
$10K +$9.15K +1,069 +327%
PA
116
PSI Advisors
Florida
$10K +$12K +1,400 New
GWM
117
Geneos Wealth Management
Colorado
$9K +$4.79K +560 +80%
PLU
118
Performa Ltd (US)
South Carolina
$9K +$8.13K +950 +380%
CMA
119
Cedar Mountain Advisors
Oregon
$7K
S
120
SignatureFD
Georgia
$7K
HI
121
Harbour Investments
Wisconsin
$7K +$6.46K +755 +378%
SWM
122
Spire Wealth Management
Virginia
$5K
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$4.95K +$5.73K +670 New
TWA
124
TCI Wealth Advisors
Arizona
$4K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$4K +$17 +2 +0.3%

CLOV Hedge Fund Activity: Q3 2021 in Review

149 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Clover Health Investments (CLOV) for Q3 2021, worth a combined $782M — down 59% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CLOV positions and 37 closed out — a net gain of 3 holders — while 53 added to existing stakes and 24 trimmed.

The largest buyer was Vanguard Group, adding an estimated $63.9M. The largest seller was Greenoaks Capital Partners, cutting an estimated $399M.

  • 149 institutional investors held Clover Health Investments (CLOV) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $782M of Clover Health Investments stock for Q3 2021, down 59% quarter-over-quarter.
  • 40 funds opened new Clover Health Investments positions in Q3 2021 and 37 closed out, a net change of +3 holders.
  • The largest Clover Health Investments buyer in Q3 2021 was Vanguard Group, an estimated $63.9M added.
  • The largest Clover Health Investments seller in Q3 2021 was Greenoaks Capital Partners, an estimated $399M sold.

Based on aggregated 13F filings for Q3 2021.