DoorDash
DASH
393 hedge funds and large institutions have $31.3B invested in DoorDash in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 89 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 108
1.52% more ownership
Funds ownership: 82.86% → 84.39% (+1.5%)
4% less call options, than puts
Call options by funds: $982M | Put options by funds: $1.03B
3% less funds holding
Funds holding: 407 → 393 (-14)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
11% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 89
19% less capital invested
Capital invested by funds: $38.5B → $31.3B (-$7.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$439M |
| 2 |
Morgan Stanley
New York
|
+$375M |
| 3 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
+$280M |
| 4 |
Coatue Management
New York
|
+$254M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$220M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$400M |
| 2 |
Tiger Global Management
New York
|
-$372M |
| 3 |
MCM
Melvin Capital Management
New York
|
-$268M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$212M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$101M |
DASH Hedge Fund Activity: Q1 2022 in Review
393 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DoorDash (DASH) for Q1 2022, worth a combined $31.3B — down 19% from $38.5B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of DASH and 79 opened new positions — a net loss of 10 holders — while 108 trimmed existing stakes and 161 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $439M. The largest seller was Lone Pine Capital, cutting an estimated $400M.
- 393 institutional investors held DoorDash (DASH) as of Q1 2022, down from 407 in Q4 2021.
- Funds reported $31.3B of DoorDash stock for Q1 2022, down 19% quarter-over-quarter.
- 79 funds opened new DoorDash positions in Q1 2022 and 89 closed out, a net change of -10 holders.
- The largest DoorDash buyer in Q1 2022 was T. Rowe Price Associates, an estimated $439M added.
- The largest DoorDash seller in Q1 2022 was Lone Pine Capital, an estimated $400M sold.
Based on aggregated 13F filings for Q1 2022.