Landcadia Holdings II, Inc. Unit
LCAHU
LCAHU was delisted on the 29th of December, 2020.
27 hedge funds and large institutions have $90.5M invested in Landcadia Holdings II, Inc. Unit in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 10 closing their positions.
21% less funds holding
Funds holding: 34 → 27 (-7)
36% less capital invested
Capital invested by funds: $141M → $90.5M (-$50.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.48M |
| 2 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$1.86M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$229K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$177K |
| 5 |
Walleye Trading
New York
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$8.11M |
| 2 |
Millennium Management
New York
|
-$7.58M |
| 3 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$7.09M |
| 4 |
BGIM
Boussard & Gavaudan Investment Management
London,
United Kingdom
|
-$6.6M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$6.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| $49K | – | – | – |
|
|
PAM
27
Panagora Asset Management
Boston,
Massachusetts
| $19K | +$19.3K | +1,910 | New |
|
|
SCM
28
Shaolin Capital Management
Miami,
Florida
| – | -$7.09M | -700,000 | Closed |
|
|
BGIM
29
Boussard & Gavaudan Investment Management
London,
United Kingdom
| – | -$6.6M | -651,900 | Closed |
|
|
CIM
30
Cowen Investment Management
New York
| – | -$2.34M | -231,300 | Closed |
|
|
ACH
31
ArrowMark Colorado Holdings
Denver,
Colorado
| – | -$2.03M | -200,000 | Closed |
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$782K | -77,340 | Closed |
|
|
AFS
33
Amtrust Financial Services
New York
| – | -$506K | -50,000 | Closed |
|
|
CAC
34
Cowen and Company
New York
| – | -$473K | -46,684 | Closed |
|
|
BI
35
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$103K | -10,190 | Closed |
|
|
NAM
36
Nexpoint Asset Management
Dallas,
Texas
| – | -$101K | -10,000 | Closed |
|
LCAHU Hedge Fund Activity: Q1 2020 in Review
27 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Landcadia Holdings II, Inc. Unit (LCAHU) for Q1 2020, worth a combined $90.5M — down 36% from $141M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LCAHU and 4 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 3 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.48M. The largest seller was Polar Asset Management Partners, cutting an estimated $8.11M.
- 27 institutional investors held Landcadia Holdings II, Inc. Unit (LCAHU) as of Q1 2020, down from 34 in Q4 2019.
- Funds reported $90.5M of Landcadia Holdings II, Inc. Unit stock for Q1 2020, down 36% quarter-over-quarter.
- 4 funds opened new Landcadia Holdings II, Inc. Unit positions in Q1 2020 and 10 closed out, a net change of -6 holders.
- The largest Landcadia Holdings II, Inc. Unit buyer in Q1 2020 was Goldman Sachs, an estimated $3.48M added.
- The largest Landcadia Holdings II, Inc. Unit seller in Q1 2020 was Polar Asset Management Partners, an estimated $8.11M sold.
Based on aggregated 13F filings for Q1 2020.