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322 hedge funds and large institutions have $6.05B invested in Lyft in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 121 increasing their positions, 32 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 32

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $364M | Put options by funds: $289M

19% more funds holding

Funds holding: 271322 (+51)

11.18% more ownership

Funds ownership: 41.72%52.9% (+11%)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

20% less capital invested

Capital invested by funds: $7.54B → $6.05B (-$1.49B)

Holders
322
Holders Change
+51
Holders Change %
+18.82%
% of All Funds
7.06%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
115
Increased
121
Reduced
32
Closed
64
Calls
$364M
Puts
$289M
Net Calls
+$74.4M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$705M -$122M -2,224,129 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$685M +$734M +13,441,363 +404%
AI
3
Alphabet Inc
California
$524M
AEPIP
4
AH Equity Partners III (Parallel)
California
$368M
Citadel Advisors
5
Citadel Advisors
Florida
$334M +$270M +4,949,749 +153%
AG
6
Alibaba Group
Hong Kong
$295M +$395M +7,225,763 New
AEPI
7
AH Equity Partners III
California
$247M
JP Morgan Chase
8
JP Morgan Chase
New York
$243M +$79.1M +1,448,379 +32%
BlackRock
9
BlackRock
New York
$198M +$169M +3,093,281 +176%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$143M +$97.1M +1,778,134 +102%
GBCP
11
Glade Brook Capital Partners
Connecticut
$117M -$70.6M -1,291,936 -31%
Norges Bank
12
Norges Bank
Norway
$103M +$38M +695,678 +38%
KKRC
13
Kohlberg Kravis Roberts & Co
New York
$100M
N
14
Nuveen
North Carolina
$96.5M -$16.4M -300,785 -11%
OTPPB
15
Ontario Teachers' Pension Plan Board
Ontario, Canada
$96.1M +$7.57M +138,492 +6%
LSCM
16
Light Street Capital Management
California
$94.7M +$55M +1,006,466 +77%
American Century Companies
17
American Century Companies
Missouri
$86.4M -$15.6M -284,821 -12%
SIG
18
Senator Investment Group
New York
$77.6M -$11.6M -211,758 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$70M +$65.6M +1,200,765 +234%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$69.9M +$93.5M +1,710,730 New
State Street
21
State Street
Massachusetts
$66.5M +$45.4M +831,600 +104%
Invesco
22
Invesco
Georgia
$63.5M -$8.62M -157,767 -9%
CI
23
CAZ Investments
Texas
$46.6M +$62.4M +1,141,399 New
SCM
24
Suvretta Capital Management
New York
$45.1M +$60.3M +1,103,967 New
TAM
25
TFG Asset Management
Cayman Islands
$44.9M +$60.1M +1,100,000 New

LYFT Hedge Fund Activity: Q3 2019 in Review

322 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lyft (LYFT) for Q3 2019, worth a combined $6.05B — down 20% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LYFT positions and 64 closed out — a net gain of 51 holders — while 121 added to existing stakes and 32 trimmed.

The largest buyer was Vanguard Group, adding an estimated $734M. The largest seller was Alpha Wave Global, exiting entirely with an estimated $509M sold.

  • 322 institutional investors held Lyft (LYFT) as of Q3 2019, up from 271 in Q2 2019.
  • Funds reported $6.05B of Lyft stock for Q3 2019, down 20% quarter-over-quarter.
  • 115 funds opened new Lyft positions in Q3 2019 and 64 closed out, a net change of +51 holders.
  • The largest Lyft buyer in Q3 2019 was Vanguard Group, an estimated $734M added.
  • The largest Lyft seller in Q3 2019 was Alpha Wave Global, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2019.