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On Holding

131 hedge funds and large institutions have $2.16B invested in On Holding in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 18 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more call options, than puts

Call options by funds: $124M | Put options by funds: $112M

6.95% more ownership

Funds ownership: 26.32%33.27% (+6.9%)

5% less funds holding

Funds holding: 138131 (-7)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

20% less capital invested

Capital invested by funds: $2.68B → $2.16B (-$525M)

Holders
131
Holders Change
-7
Holders Change %
-5.07%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
37
Increased
57
Reduced
18
Closed
43
Calls
$124M
Puts
$112M
Net Calls
+$11.4M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
1
Durable Capital Partners
Maryland
$278M +$157M +5,887,034 +115%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$273M +$168M +6,298,487 +140%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$249M +$162M +6,062,145 +159%
HA
4
HHLR Advisors
Cayman Islands
$235M -$178M -6,673,750 -42%
BCM
5
Bond Capital Management
California
$142M +$150M +5,628,750 New
LCG
6
Luxor Capital Group
New York
$111M -$29.4M -1,103,801 -20%
Capital Research Global Investors
7
Capital Research Global Investors
California
$107M +$5.21M +195,301 +5%
PBCM
8
Point Break Capital Management
Florida
$81.9M -$4.19M -157,080 -5%
BlackRock
9
BlackRock
New York
$68.7M +$24.7M +926,847 +52%
Morgan Stanley
10
Morgan Stanley
New York
$54.7M +$11.8M +440,948 +26%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42.1M +$14.7M +550,412 +49%
WP
12
Woodline Partners
California
$34.1M +$36M +1,349,629 New
FAM
13
Fred Alger Management
New York
$33.9M +$35.8M +1,341,581 New
UBS Group
14
UBS Group
Switzerland
$32.2M +$22.2M +833,948 +189%
Marshall Wace
15
Marshall Wace
United Kingdom
$30M +$2.92M +109,658 +10%
Capital World Investors
16
Capital World Investors
California
$26.7M
MCM
17
Marsico Capital Management
Colorado
$26.4M +$6.22M +233,344 +29%
Jennison Associates
18
Jennison Associates
New York
$23.7M +$9.62M +360,922 +63%
American Century Companies
19
American Century Companies
Missouri
$23.1M +$554K +20,775 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$21.4M +$21.9M +823,412 +3,612%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$20.3M +$13M +486,487 +153%
TCP
22
ThornTree Capital Partners
Massachusetts
$14.9M +$12.4M +466,039 +377%
GGHC
23
Gilder Gagnon Howe & Co
New York
$14M -$12.7M -476,088 -46%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$13.8M -$329K -12,326 -2%
Goldman Sachs
25
Goldman Sachs
New York
$13.3M -$5.09M -191,059 -27%

ONON Hedge Fund Activity: Q1 2022 in Review

131 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in On Holding (ONON) for Q1 2022, worth a combined $2.16B — down 20% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ONON and 37 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was HHLR Advisors, cutting an estimated $178M.

  • 131 institutional investors held On Holding (ONON) as of Q1 2022, down from 138 in Q4 2021.
  • Funds reported $2.16B of On Holding stock for Q1 2022, down 20% quarter-over-quarter.
  • 37 funds opened new On Holding positions in Q1 2022 and 43 closed out, a net change of -6 holders.
  • The largest On Holding buyer in Q1 2022 was Fidelity Investments, an estimated $168M added.
  • The largest On Holding seller in Q1 2022 was HHLR Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2022.