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Katapult Holdings

24 hedge funds and large institutions have $7.27M invested in Katapult Holdings in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2324 (+1)

10.56% less ownership

Funds ownership: 26.96%16.39% (-11%)

35% less capital invested

Capital invested by funds: $11.1M → $7.27M (-$3.83M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
3
Calls
$1.07M
Puts
Net Calls
+$1.07M
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
1
Iridian Asset Management
Connecticut
$2.91M -$3.7M -354,023 -57%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22M +$60.8K +5,814 +5%
ACG
3
Anchorage Capital Group
New York
$1.07M -$75.2K -7,184 -7%
VWM
4
Venturi Wealth Management
Texas
$601K -$38.4K -3,667 -6%
BlackRock
5
BlackRock
New York
$409K +$6.17K +590 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$344K
AL
7
Arnhold LLC
New York
$203K
Renaissance Technologies
8
Renaissance Technologies
New York
$162K +$11.6K +1,107 +8%
Northern Trust
9
Northern Trust
Illinois
$154K +$148K +14,107 New
BCM
10
Bridgeway Capital Management
Texas
$136K
Morgan Stanley
11
Morgan Stanley
New York
$20.7K +$12.7K +1,215 +177%
TRCT
12
Tower Research Capital (TRC)
New York
$14.3K +$9.9K +946 +261%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$8.55K +$10 +1 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.55K -$1.27K -121 -13%
UBS Group
15
UBS Group
Switzerland
$6.42K +$6.16K +589 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3K -$1.63K -156 -37%
Barclays
17
Barclays
United Kingdom
$2.42K +$2.32K +222 New
WAM
18
Wolverine Asset Management
Illinois
$1.1K
Wells Fargo
19
Wells Fargo
California
$305 +$21 +2 +8%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196
JP Morgan Chase
21
JP Morgan Chase
New York
$33
WAS
22
Winch Advisory Services
Wisconsin
$11
Bank of America
23
Bank of America
North Carolina
$11 +$10 +1 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
-$466K -45,490 Closed
Boston Partners
25
Boston Partners
Massachusetts
-$207K -20,257 Closed

KPLT Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Katapult Holdings (KPLT) for Q4 2023, worth a combined $7.27M — down 35% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KPLT positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $148K. The largest seller was Iridian Asset Management, cutting an estimated $3.7M.

  • 24 institutional investors held Katapult Holdings (KPLT) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $7.27M of Katapult Holdings stock for Q4 2023, down 35% quarter-over-quarter.
  • 4 funds opened new Katapult Holdings positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Katapult Holdings buyer in Q4 2023 was Northern Trust, an estimated $148K added.
  • The largest Katapult Holdings seller in Q4 2023 was Iridian Asset Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2023.