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Coupang

360 hedge funds and large institutions have $20.1B invested in Coupang in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $129M | Put options by funds: $49.9M

8% more capital invested

Capital invested by funds: $18.6B → $20.1B (+$1.46B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 105

0.98% less ownership

Funds ownership: 79.35%78.37% (-0.98%)

4% less funds holding

Funds holding: 375360 (-15)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

Holders
360
Holders Change
-15
Holders Change %
-4%
% of All Funds
5.74%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.48%
New
48
Increased
108
Reduced
105
Closed
60
Calls
$129M
Puts
$49.9M
Net Calls
+$79.4M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
201
RhumbLine Advisers
Massachusetts
$689K +$309K +19,940 +86%
CCG
202
Cloverfields Capital Group
Minnesota
$637K +$363K +23,396 +143%
Two Sigma Advisers
203
Two Sigma Advisers
New York
$618K +$598K +38,600 New
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$617K +$598K +38,581 New
Empower Advisory Group
205
Empower Advisory Group
Colorado
$603K +$581K +37,515 New
MA
206
Mezzasalma Advisors
New Jersey
$598K -$1.24K -80 -0.2%
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$593K +$235K +15,181 +69%
CPW
208
Catalyst Private Wealth
California
$554K
QCM
209
Quantinno Capital Management
New York
$542K
AI
210
ArchPoint Investors
Florida
$528K
Aviva
211
Aviva
United Kingdom
$521K -$1.52M -98,210 -75%
LPL Financial
212
LPL Financial
California
$519K -$171K -11,056 -25%
CG
213
Caprock Group
Idaho
$472K
NIG
214
NFJ Investment Group
Texas
$452K +$186K +12,030 +74%
Calamos Advisors
215
Calamos Advisors
Illinois
$438K -$341K -22,000 -45%
HP
216
Harbourvest Partners
Massachusetts
$429K
VWA
217
VERITY Wealth Advisors
United States
$423K
Wells Fargo
218
Wells Fargo
California
$418K -$12.8K -827 -3%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$414K -$516K -33,321 -56%
1WA
220
180 Wealth Advisors
Washington
$409K +$4.01K +259 +1%
Franklin Resources
221
Franklin Resources
California
$404K +$1.08K +70 +0.3%
SEC
222
Seven Eight Capital
New York
$403K -$4.35M -280,441 -92%
GCP
223
GSA Capital Partners
United Kingdom
$387K +$110K +7,073 +41%
USCWA
224
U.S. Capital Wealth Advisors
Texas
$387K -$59.3K -3,827 -14%
DA
225
Dover Advisors
Virginia
$384K