Frontdoor
FTDR
225 hedge funds and large institutions have $2.54B invested in Frontdoor in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 47 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 78
4.99% more ownership
Funds ownership: 98.77% → 103.77% (+5%)
4% less funds holding
Funds holding: 234 → 225 (-9)
15% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 47
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less capital invested
Capital invested by funds: $3.07B → $2.54B (-$524M)
27% less call options, than puts
Call options by funds: $558K | Put options by funds: $762K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$79.5M |
| 2 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$43.2M |
| 3 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$24M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.2M |
| 5 |
IC
Impactive Capital
New York City,
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$44.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$31.8M |
| 3 |
Janus Henderson Group
London,
|
-$31.3M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$25.3M |
| 5 |
Millennium Management
New York
|
-$21.2M |
FTDR Hedge Fund Activity: Q1 2022 in Review
225 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q1 2022, worth a combined $2.54B — down 17% from $3.07B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of FTDR and 40 opened new positions — a net loss of 7 holders — while 78 trimmed existing stakes and 87 added.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $79.5M. The largest seller was Schwartz Investment Counsel, exiting entirely with an estimated $44.3M sold.
- 225 institutional investors held Frontdoor (FTDR) as of Q1 2022, down from 234 in Q4 2021.
- Funds reported $2.54B of Frontdoor stock for Q1 2022, down 17% quarter-over-quarter.
- 40 funds opened new Frontdoor positions in Q1 2022 and 47 closed out, a net change of -7 holders.
- The largest Frontdoor buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $79.5M added.
- The largest Frontdoor seller in Q1 2022 was Schwartz Investment Counsel, an estimated $44.3M sold.
Based on aggregated 13F filings for Q1 2022.