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Grove Collaborative

30 hedge funds and large institutions have $22.5M invested in Grove Collaborative in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,555% more call options, than puts

Call options by funds: $331K | Put options by funds: $20K

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8.66% more ownership

Funds ownership: 31.77%40.42% (+8.7%)

7% more funds holding

Funds holding: 2830 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $24.8M → $22.5M (-$2.31M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
9
Reduced
3
Closed
3
Calls
$331K
Puts
$20K
Net Calls
+$311K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.57M +$5.41M +2,811,961 +192%
NA
2
NVP Associates
California
$5.21M
SC
3
Sculptor Capital
New York
$2.11M
GA
4
General Atlantic
New York
$1.66M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62M +$370K +192,000 +26%
GCM
6
Glynn Capital Management
California
$1.18M
Bank of America
7
Bank of America
North Carolina
$685K +$745K +387,012 +879,573%
SG
8
StepStone Group
California
$673K
IG
9
Inherent Group
New York
$588K -$133K -68,885 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$279K -$5.54K -2,880 -2%
BEW
11
Burton Enright Welch
California
$171K
BCM
12
Bridgeway Capital Management
Texas
$154K +$28.9K +15,000 +21%
State Street
13
State Street
Massachusetts
$131K
Northern Trust
14
Northern Trust
Illinois
$111K +$75.3K +39,130 +168%
BlackRock
15
BlackRock
New York
$93.2K
Charles Schwab
16
Charles Schwab
California
$54K
SW
17
SVB Wealth
Massachusetts
$53.7K +$29.2K +15,170 +100%
XT
18
XTX Topco
Cayman Islands
$28.9K +$31.5K +16,343 New
CI
19
CAZ Investments
Texas
$24K
Renaissance Technologies
20
Renaissance Technologies
New York
$24K +$26.1K +13,580 New
Citadel Advisors
21
Citadel Advisors
Florida
$22.9K +$10.5K +5,466 +73%
First Manhattan
22
First Manhattan
New York
$20.6K
TRCT
23
Tower Research Capital (TRC)
New York
$9.12K +$9.92K +5,153 New
HCM
24
Highlander Capital Management
New Jersey
$1.4K +$1.52K +790 New
ASN
25
Advisory Services Network
Georgia
$478 +$520 +270 New

GROV Hedge Fund Activity: Q4 2023 in Review

30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Grove Collaborative (GROV) for Q4 2023, worth a combined $22.5M — down 9.3% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GROV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.41M. The largest seller was Inherent Group, cutting an estimated $133K.

  • 30 institutional investors held Grove Collaborative (GROV) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $22.5M of Grove Collaborative stock for Q4 2023, down 9.3% quarter-over-quarter.
  • 5 funds opened new Grove Collaborative positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest Grove Collaborative buyer in Q4 2023 was Morgan Stanley, an estimated $5.41M added.
  • The largest Grove Collaborative seller in Q4 2023 was Inherent Group, an estimated $133K sold.

Based on aggregated 13F filings for Q4 2023.