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FirstCash

318 hedge funds and large institutions have $3.98B invested in FirstCash in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 15

270% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $11.6M

18% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 93

18% more funds holding

Funds holding: 270318 (+48)

10% more capital invested

Capital invested by funds: $3.6B → $3.98B (+$376M)

1.82% more ownership

Funds ownership: 79.57%81.38% (+1.8%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
318
Holders Change
+48
Holders Change %
+17.78%
% of All Funds
4.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
66
Increased
110
Reduced
93
Closed
15
Calls
$42.9M
Puts
$11.6M
Net Calls
+$31.3M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$567M -$143M -1,323,604 -20%
BlackRock
2
BlackRock
New York
$506M +$23.1M +213,275 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$440M +$23.8M +219,983 +6%
EARNEST Partners
4
EARNEST Partners
Georgia
$246M +$7.37M +68,139 +3%
State Street
5
State Street
Massachusetts
$139M +$4.27M +39,455 +3%
SIMG
6
Stephens Investment Management Group
Texas
$129M -$2.8M -25,887 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$113M +$3.9M +36,035 +4%
Bank of America
8
Bank of America
North Carolina
$106M +$3.89M +35,966 +4%
FMI
9
Fiduciary Management Inc
Wisconsin
$103M -$31.8M -294,044 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$91.3M +$4.03M +37,283 +5%
HRCM
11
Hood River Capital Management
Florida
$89.7M +$7.44M +68,749 +9%
N
12
Nuveen
North Carolina
$65.9M +$9.2M +85,007 +16%
Morgan Stanley
13
Morgan Stanley
New York
$63.4M +$48.3M +446,273 +322%
SEI Investments
14
SEI Investments
Pennsylvania
$62.4M +$16.1M +148,502 +35%
Northern Trust
15
Northern Trust
Illinois
$61.2M +$8.47M +78,270 +16%
Boston Partners
16
Boston Partners
Massachusetts
$57.7M +$1.79M +16,498 +3%
Charles Schwab
17
Charles Schwab
California
$47.2M +$134K +1,240 +0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$45M -$242K -2,232 -0.5%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$38.7M -$2.96M -27,392 -7%
Aristotle Capital Management
20
Aristotle Capital Management
California
$36M +$3.72M +34,418 +12%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$34.9M +$1M +9,278 +3%
EAM
22
Eagle Asset Management
Florida
$30.3M -$4.04M -37,367 -12%
JP Morgan Chase
23
JP Morgan Chase
New York
$29.6M -$760K -7,021 -3%
Goldman Sachs
24
Goldman Sachs
New York
$28M -$953K -8,807 -3%
Invesco
25
Invesco
Georgia
$27M -$2.41M -22,269 -8%

FCFS Hedge Fund Activity: Q4 2023 in Review

318 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FirstCash (FCFS) for Q4 2023, worth a combined $3.98B — up 10% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FCFS positions and 15 closed out — a net gain of 51 holders — while 110 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.3M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 318 institutional investors held FirstCash (FCFS) as of Q4 2023, up from 270 in Q3 2023.
  • Funds reported $3.98B of FirstCash stock for Q4 2023, up 10% quarter-over-quarter.
  • 66 funds opened new FirstCash positions in Q4 2023 and 15 closed out, a net change of +51 holders.
  • The largest FirstCash buyer in Q4 2023 was Morgan Stanley, an estimated $48.3M added.
  • The largest FirstCash seller in Q4 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2023.