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Clover Health Investments
CLOV

145 hedge funds and large institutions have $86.8M invested in Clover Health Investments in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1.21M

6.72% less ownership

Funds ownership: 31.27% → 24.55% (-6.7%)

8% less funds holding

Funds holding: 157 → 145 (-12)

16% less capital invested

Capital invested by funds: $104M → $86.8M (-$16.9M)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

30% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 40

Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
28
Reduced
40
Closed
38
Calls
$2.83M
Puts
$1.21M
Net Calls
+$1.63M
Net Calls Change
+$476K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$4.11M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.77M
4
CSS
Cubist Systematic Strategies
Connecticut
+$1.73M
5
GC
GMT Capital
Georgia
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.7M
2
State Street
State Street
Massachusetts
-$6.04M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.89M
4
Northern Trust
Northern Trust
Illinois
-$2.29M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$5.14K +$1.97K +2,226 +64%
PA
102
Parallel Advisors
California
$2.7K – – –
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$2.69K -$200K -225,256 -99%
CAM
104
Chesapeake Asset Management
New York
$2.15K – – –
CMA
105
Cedar Mountain Advisors
Oregon
$1.79K – – –
HCP
106
Hexagon Capital Partners
Arkansas
$1.79K – – –
JP Morgan Chase
107
JP Morgan Chase
New York
$1.54K -$408K -460,156 -100%
GRP
108
Global Retirement Partners
California
$1.5K +$67 +75 +5%
SPIA
109
Steward Partners Investment Advisory
New York
$1.5K – – –
TSWM
110
Tyler-Stone Wealth Management
Ohio
$1K +$887 +1,000 New
CWM
111
CarsonAllaria Wealth Management
Illinois
$942 – – –
S
112
SignatureFD
Georgia
$897 – – –
LSA
113
Leonteq Securities AG
Switzerland
$737 -$33.3K -37,580 -98%
SWM
114
Spire Wealth Management
Virginia
$637 +$2 +2 +0.3%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$449 -$266 -300 -38%
SWM
116
Sugarloaf Wealth Management
Georgia
$449 – – –
WWM
117
Wolff Wiese Magana
California
$404 – – –
PA
118
PSI Advisors
Florida
$359 – – –
KFI
119
Key Financial Inc
Pennsylvania
$308 +$304 +343 New
AF
120
Allworth Financial
California
$270 – – –
CFO
121
CVA Family Office
Colorado
$269 – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$269 +$160 +180 +150%
PCA
123
Providence Capital Advisors
North Carolina
$224 – – –
PAI
124
Pittenger & Anderson Inc
Nebraska
$180 +$177 +200 New
BWM
125
Baystate Wealth Management
Massachusetts
$179 – – –
3 4
5
6 7

CLOV Hedge Fund Activity: Q2 2023 in Review

145 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Clover Health Investments (CLOV) for Q2 2023, worth a combined $86.8M — down 16% from $104M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CLOV and 28 opened new positions — a net loss of 10 holders — while 40 trimmed existing stakes and 28 added.

The largest buyer was Millennium Management, adding an estimated $4.11M. The largest seller was BlackRock, cutting an estimated $16.7M.

  • 145 institutional investors held Clover Health Investments (CLOV) as of Q2 2023, down from 157 in Q1 2023.
  • Funds reported $86.8M of Clover Health Investments stock for Q2 2023, down 16% quarter-over-quarter.
  • 28 funds opened new Clover Health Investments positions in Q2 2023 and 38 closed out, a net change of -10 holders.
  • The largest Clover Health Investments buyer in Q2 2023 was Millennium Management, an estimated $4.11M added.
  • The largest Clover Health Investments seller in Q2 2023 was BlackRock, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2023.