Frontdoor
FTDR
246 hedge funds and large institutions have $4.3B invested in Frontdoor in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 90 increasing their positions, 95 reducing their positions, and 32 closing their positions.
0.19% less ownership
Funds ownership: 100.95% → 100.76% (-0.19%)
2% less call options, than puts
Call options by funds: $2.54M | Put options by funds: $2.57M
5% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 95
5% less funds holding
Funds holding: 259 → 246 (-13)
7% less capital invested
Capital invested by funds: $4.64B → $4.3B (-$331M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
41% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$55.8M |
| 2 |
IC
Impactive Capital
New York City,
New York
|
+$32.9M |
| 3 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$22.7M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$15.6M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$41.6M |
| 2 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$29.9M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$27.3M |
| 4 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$15.2M |
| 5 |
Goldman Sachs
New York
|
-$13M |
FTDR Hedge Fund Activity: Q2 2021 in Review
246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q2 2021, worth a combined $4.3B — down 7.1% from $4.64B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of FTDR and 19 opened new positions — a net loss of 13 holders — while 95 trimmed existing stakes and 90 added.
The largest buyer was Janus Henderson Group, adding an estimated $55.8M. The largest seller was Iridian Asset Management, cutting an estimated $41.6M.
- 246 institutional investors held Frontdoor (FTDR) as of Q2 2021, down from 259 in Q1 2021.
- Funds reported $4.3B of Frontdoor stock for Q2 2021, down 7.1% quarter-over-quarter.
- 19 funds opened new Frontdoor positions in Q2 2021 and 32 closed out, a net change of -13 holders.
- The largest Frontdoor buyer in Q2 2021 was Janus Henderson Group, an estimated $55.8M added.
- The largest Frontdoor seller in Q2 2021 was Iridian Asset Management, an estimated $41.6M sold.
Based on aggregated 13F filings for Q2 2021.