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536 hedge funds and large institutions have $17.4B invested in Lyft in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 229 increasing their positions, 119 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 88

4% more funds holding

Funds holding: 515536 (+21)

3.18% more ownership

Funds ownership: 86.71%89.89% (+3.2%)

1% less capital invested

Capital invested by funds: $17.5B → $17.4B (-$124M)

21% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.55B

25% less funds holding in top 10

Funds holding in top 10: 2821 (-7)

Holders
536
Holders Change
+21
Holders Change %
+4.08%
% of All Funds
9.33%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.37%
New
113
Increased
229
Reduced
119
Closed
88
Calls
$1.23B
Puts
$1.55B
Net Calls
-$319M
Net Calls Change
-$360M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
451
McCarthy Asset Management
California
$39K +$37.2K +646 New
BCA
452
Berman Capital Advisors
Georgia
$38K +$4.95K +86 +16%
LFG
453
Larson Financial Group
Missouri
$37K +$4.31K +75 +14%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$31K
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$30K -$518 -9 -2%
AAP
456
Arax Advisory Partners
Colorado
$30K +$28.8K +500 New
SC
457
Shay Capital
New York
$29K -$151K -2,620 -85%
CFA
458
Carroll Financial Associates
North Carolina
$26K +$4.37K +76 +21%
AWA
459
Arkadios Wealth Advisors
Georgia
$24K
PFPT
460
Pinnacle Financial Partners (Tennessee)
Tennessee
$21K
RIM
461
Rockbridge Investment Management
New York
$21K
PWA
462
Pinnacle Wealth Advisors
Tennessee
$21K +$20.1K +350 New
IFAM
463
Institutional & Family Asset Management
Colorado
$20K +$18.9K +329 New
SSB
464
Sandy Spring Bank
Maryland
$19K
BFEC
465
Benjamin F. Edwards & Company
Missouri
$19K +$12.4K +216 +216%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$17K
VNA
467
Valley National Advisers
Pennsylvania
$17K
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$16.5K +287 New
SIA
469
SkyView Investment Advisors
New Jersey
$16K
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$16K +$1.61K +28 +12%
HFM
471
Hartford Financial Management
Connecticut
$15K
SIC
472
Salem Investment Counselors
North Carolina
$15K
WLPWM
473
Walled Lake Planning & Wealth Management
Illinois
$15K
HWA
474
Heritage Wealth Advisors
Virginia
$14.7K
GWS
475
Glassman Wealth Services
Virginia
$14K +$5K +87 +62%

LYFT Hedge Fund Activity: Q2 2021 in Review

536 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lyft (LYFT) for Q2 2021, worth a combined $17.4B — down 0.7% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new LYFT positions and 88 closed out — a net gain of 25 holders — while 229 added to existing stakes and 119 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $383M. The largest seller was AH Equity Partners III (Parallel), exiting entirely with an estimated $171M sold.

  • 536 institutional investors held Lyft (LYFT) as of Q2 2021, up from 515 in Q1 2021.
  • Funds reported $17.4B of Lyft stock for Q2 2021, down 0.7% quarter-over-quarter.
  • 113 funds opened new Lyft positions in Q2 2021 and 88 closed out, a net change of +25 holders.
  • The largest Lyft buyer in Q2 2021 was JP Morgan Chase, an estimated $383M added.
  • The largest Lyft seller in Q2 2021 was AH Equity Partners III (Parallel), an estimated $171M sold.

Based on aggregated 13F filings for Q2 2021.