Clover Health Investments
CLOV
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.
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: 2 → 4 (+2)
59% more call options, than puts
Call options by funds: $157M | Put options by funds: $99M
1% more funds holding
Funds holding: 147 → 149 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$56.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.1M |
| 4 |
BlackRock
New York
|
+$10.9M |
| 5 |
Morgan Stanley
New York
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
Greenoaks Capital Partners
Orinda,
California
|
-$399M |
| 2 |
AI
Alphabet Inc
Mountain View,
California
|
-$54.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.4M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$13.3M |
| 5 |
BTP
Bloom Tree Partners
New York
|
-$13.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGWM
176
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$1K | -77 | Closed |
|
177
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -50 | Closed |
|
178
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$86 | +10 | New |
|
|
LWM
179
Liberty Wealth Management
Oakland,
California
| – | +$137 | +16 | New |
|
|
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | +$257 | +30 | New |
|
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.