On Holding
ONON
216 hedge funds and large institutions have $3.47B invested in On Holding in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 40 closing their positions.
85% more capital invested
Capital invested by funds: $1.87B → $3.47B (+$1.6B)
68% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 40
31% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 49
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more funds holding
Funds holding: 192 → 216 (+24)
2% more call options, than puts
Call options by funds: $374M | Put options by funds: $366M
0.54% more ownership
Funds ownership: 38.91% → 39.45% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$65.6M |
| 2 |
JCAM
Jericho Capital Asset Management
New York
|
+$62.4M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$52.4M |
| 4 |
Jennison Associates
New York
|
+$50.3M |
| 5 |
D.E. Shaw & Co
New York
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$89.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$66M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$55.6M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
-$53.6M |
| 5 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$49.3M |
ONON Hedge Fund Activity: Q1 2023 in Review
216 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in On Holding (ONON) for Q1 2023, worth a combined $3.47B — up 85% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ONON positions and 40 closed out — a net gain of 27 holders — while 64 added to existing stakes and 49 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $65.6M. The largest seller was Durable Capital Partners, cutting an estimated $89.8M.
- 216 institutional investors held On Holding (ONON) as of Q1 2023, up from 192 in Q4 2022.
- Funds reported $3.47B of On Holding stock for Q1 2023, up 85% quarter-over-quarter.
- 67 funds opened new On Holding positions in Q1 2023 and 40 closed out, a net change of +27 holders.
- The largest On Holding buyer in Q1 2023 was Two Sigma Investments, an estimated $65.6M added.
- The largest On Holding seller in Q1 2023 was Durable Capital Partners, an estimated $89.8M sold.
Based on aggregated 13F filings for Q1 2023.