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370 hedge funds and large institutions have $2.68B invested in Lyft in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 130 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $227M | Put options by funds: $141M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.66B → $2.68B (+$19.2M)

0.84% less ownership

Funds ownership: 76.63%75.79% (-0.84%)

4% less funds holding

Funds holding: 386370 (-16)

22% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 130

23% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 62

Holders
370
Holders Change
-16
Holders Change %
-4.15%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
130
Closed
62
Calls
$227M
Puts
$141M
Net Calls
+$85.9M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$530M +$27K +2,811 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M -$5.75M -598,339 -2%
BlackRock
3
BlackRock
New York
$154M +$1.12M +116,092 +0.7%
UBS AM
4
UBS AM
Illinois
$76.9M
Two Sigma Investments
5
Two Sigma Investments
New York
$65.4M +$49.7M +5,170,886 +314%
Voloridge Investment Management
6
Voloridge Investment Management
Florida
$61.2M -$631K -65,571 -1%
Primecap Management
7
Primecap Management
California
$60.2M +$19.4M +2,013,844 +47%
State Street
8
State Street
Massachusetts
$57.8M +$2.33M +242,140 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$55.6M +$19.9M +2,073,456 +56%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$51M -$989K -102,899 -2%
DCM
11
Dorsal Capital Management
California
$48M -$9.62M -1,000,000 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.3M +$1.21M +125,931 +3%
Millennium Management
13
Millennium Management
New York
$45.2M +$3.5M +363,823 +8%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$43.9M +$12.9M +1,345,800 +42%
Capital World Investors
15
Capital World Investors
California
$43.5M
Morgan Stanley
16
Morgan Stanley
New York
$40.4M -$14.6M -1,520,852 -27%
Fisher Asset Management
17
Fisher Asset Management
Washington
$39.7M -$65.7M -6,832,692 -62%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$38.2M +$31.4M +3,261,042 +454%
Man Group
19
Man Group
United Kingdom
$38.1M +$38.2M +3,975,069 New
TAM
20
TFG Asset Management
Cayman Islands
$37.3M +$3.93M +408,600 +12%
SCM
21
Spyglass Capital Management
California
$36M -$3.04M -316,560 -8%
AI
22
Alphabet Inc
California
$35.5M
Invesco
23
Invesco
Georgia
$35M -$10.8M -1,125,777 -24%
JCAM
24
Jericho Capital Asset Management
New York
$34.9M +$35M +3,643,592 New
ICM
25
Invenomic Capital Management
Massachusetts
$34.8M +$18.3M +1,906,477 +110%

LYFT Hedge Fund Activity: Q2 2023 in Review

370 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lyft (LYFT) for Q2 2023, worth a combined $2.68B — up 0.72% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of LYFT and 48 opened new positions — a net loss of 14 holders — while 130 trimmed existing stakes and 101 added.

The largest buyer was Two Sigma Investments, adding an estimated $49.7M. The largest seller was Fisher Asset Management, cutting an estimated $65.7M.

  • 370 institutional investors held Lyft (LYFT) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $2.68B of Lyft stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 48 funds opened new Lyft positions in Q2 2023 and 62 closed out, a net change of -14 holders.
  • The largest Lyft buyer in Q2 2023 was Two Sigma Investments, an estimated $49.7M added.
  • The largest Lyft seller in Q2 2023 was Fisher Asset Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2023.