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Clover Health Investments

157 hedge funds and large institutions have $104M invested in Clover Health Investments in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.27M

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

1.58% less ownership

Funds ownership: 32.86%31.27% (-1.6%)

10% less funds holding

Funds holding: 175157 (-18)

11% less capital invested

Capital invested by funds: $117M → $104M (-$13.3M)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
157
Holders Change
-18
Holders Change %
-10.29%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
47
Reduced
45
Closed
30
Calls
$2.42M
Puts
$1.27M
Net Calls
+$1.15M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CarsonAllaria Wealth Management
Illinois
$887 -$22 -20 -2%
S
127
SignatureFD
Georgia
$845 -$609 -556 -36%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676
SWM
129
Spire Wealth Management
Virginia
$600 +$773 +706 New
SWM
130
Sugarloaf Wealth Management
Georgia
$423 +$160 +146 +41%
WWM
131
Wolff Wiese Magana
California
$381
PA
132
PSI Advisors
Florida
$338
AF
133
Allworth Financial
California
$254 -$765 -699 -70%
CFO
134
CVA Family Office
Colorado
$254
PCA
135
Providence Capital Advisors
North Carolina
$211 +$274 +250 New
BWM
136
Baystate Wealth Management
Massachusetts
$169 +$219 +200 New
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$152 -$7.87K -7,185 -4%
FFA
138
Farther Finance Advisors
California
$127
NA
139
NewEdge Advisors
Louisiana
$127
BWA
140
BDO Wealth Advisors
Florida
$106
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$102 +$22 +20 +20%
EI
142
Ellevest Inc
New York
$87 +$65 +59 +134%
AIC
143
Archer Investment Corporation
Indiana
$85
RI
144
Ridgewood Investments
New Jersey
$85 +$109 +100 New
CCA
145
Column Capital Advisors
Indiana
$63
HI
146
Harbour Investments
Wisconsin
$63
MFT
147
Moisand Fitzgerald Tamayo
Florida
$43
SSB
148
Sandy Spring Bank
Maryland
$30
BWM
149
BerganKDV Wealth Management
Minnesota
$25 +$9 +8 +38%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$21

CLOV Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Clover Health Investments (CLOV) for Q1 2023, worth a combined $104M — down 11% from $117M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CLOV and 16 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 47 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.68M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $2.46M sold.

  • 157 institutional investors held Clover Health Investments (CLOV) as of Q1 2023, down from 175 in Q4 2022.
  • Funds reported $104M of Clover Health Investments stock for Q1 2023, down 11% quarter-over-quarter.
  • 16 funds opened new Clover Health Investments positions in Q1 2023 and 30 closed out, a net change of -14 holders.
  • The largest Clover Health Investments buyer in Q1 2023 was Renaissance Technologies, an estimated $2.68M added.
  • The largest Clover Health Investments seller in Q1 2023 was Baillie Gifford & Co, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2023.