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Frontdoor
FTDR

195 hedge funds and large institutions have $2.77B invested in Frontdoor in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.57M

175% more funds holding in top 10

Funds holding in top 10: 4 → 11 (+7)

160% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 35

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

64% more capital invested

Capital invested by funds: $1.69B → $2.77B (+$1.08B)

19.77% more ownership

Funds ownership: 75.35% → 95.11% (+20%)

13% more funds holding

Funds holding: 172 → 195 (+23)

Holders
195
Holders Change
+23
Holders Change %
+13.37%
% of All Funds
4.22%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.24%
New
53
Increased
91
Reduced
35
Closed
30
Calls
$13M
Puts
$4.57M
Net Calls
+$8.4M
Net Calls Change
+$6.91M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$53.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$45.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$44.7M
4
PWAM
Park West Asset Management
California
+$42.8M
5
HCM
Hoplite Capital Management
New York
+$34M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$23.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
3
CC
Carlson Capital
Texas
-$11.7M
4
JGC
J. Goldman & Co
New York
-$9.76M
5
VVP
Vulcan Value Partners
Alabama
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$336M +$45.5M +1,490,491 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M +$44.7M +1,463,646 +25%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$210M -$23.4M -766,923 -11%
ACM
4
Atlanta Capital Management
Georgia
$191M +$783K +25,649 +0.5%
IAM
5
Iridian Asset Management
Connecticut
$146M +$53.8M +1,763,014 +71%
Fidelity International
6
Fidelity International
Bermuda
$116M +$859K +28,122 +0.8%
BlackRock
7
BlackRock
New York
$114M +$11.9M +389,346 +13%
LP
8
Longview Partners
Guernsey
$106M -$3.36M -110,056 -3%
ACH
9
ArrowMark Colorado Holdings
Colorado
$103M +$4.29M +140,620 +5%
BNP Paribas Asset Management
10
BNP Paribas Asset Management
France
$59.6M +$10.9M +358,113 +26%
PWAM
11
Park West Asset Management
California
$48.2M +$42.8M +1,400,000 New
CIM
12
Confluence Investment Management
Missouri
$47.5M -$1.92M -62,924 -4%
VVP
13
Vulcan Value Partners
Alabama
$42.3M -$6.52M -213,573 -15%
AC
14
Armistice Capital
New York
$39M +$16.2M +532,000 +89%
HCM
15
Hoplite Capital Management
New York
$38.4M +$34M +1,114,511 New
CIC
16
Chilton Investment Company
Connecticut
$34M +$4.7M +153,853 +18%
State Street
17
State Street
Massachusetts
$33.9M +$4.01M +131,415 +15%
Marshall Wace
18
Marshall Wace
United Kingdom
$33.6M +$29.8M +977,279 New
HRCM
19
Hawk Ridge Capital Management
California
$31M +$13.8M +450,700 +100%
Millennium Management
20
Millennium Management
New York
$29.5M +$25.8M +843,361 +5,652%
Norges Bank
21
Norges Bank
Norway
$29.5M +$7.64M +250,000 +41%
ECM
22
Engle Capital Management
Connecticut
$28.2M +$17.7M +580,000 +242%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$28M +$4.41M +144,524 +22%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$27.7M +$3.37M +110,402 +16%
CC
25
Cannell Capital
Wyoming
$27.6M +$24.5M +802,438 New
1
2 3 4 5

FTDR Hedge Fund Activity: Q1 2019 in Review

195 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q1 2019, worth a combined $2.77B — up 64% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTDR positions and 30 closed out — a net gain of 23 holders — while 91 added to existing stakes and 35 trimmed.

The largest buyer was Iridian Asset Management, adding an estimated $53.8M. The largest seller was Janus Henderson Group, cutting an estimated $23.4M.

  • 195 institutional investors held Frontdoor (FTDR) as of Q1 2019, up from 172 in Q4 2018.
  • Funds reported $2.77B of Frontdoor stock for Q1 2019, up 64% quarter-over-quarter.
  • 53 funds opened new Frontdoor positions in Q1 2019 and 30 closed out, a net change of +23 holders.
  • The largest Frontdoor buyer in Q1 2019 was Iridian Asset Management, an estimated $53.8M added.
  • The largest Frontdoor seller in Q1 2019 was Janus Henderson Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2019.