Opendoor
OPEN
325 hedge funds and large institutions have $3.85B invested in Opendoor in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 75 closing their positions.
145% more call options, than puts
Call options by funds: $362M | Put options by funds: $148M
49% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 75
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
3.87% more ownership
Funds ownership: 70.22% → 74.09% (+3.9%)
9% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 75
3% less funds holding
Funds holding: 334 → 325 (-9)
38% less capital invested
Capital invested by funds: $6.2B → $3.85B (-$2.36B)
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$87.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$68.7M |
| 3 |
BC
BIT Capital
Berlin,
Germany
|
+$51.8M |
| 4 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
+$49.1M |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$48.5M |
Top Sellers
| 1 |
SCM
Suvretta Capital Management
New York
|
-$90.1M |
| 2 |
TP
Third Point
New York
|
-$55.2M |
| 3 |
VS
VK Services
Menlo Park,
California
|
-$42.7M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
-$35.4M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$35.4M |
OPEN Hedge Fund Activity: Q1 2022 in Review
325 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Opendoor (OPEN) for Q1 2022, worth a combined $3.85B — down 38% from $6.2B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of OPEN and 68 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 112 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $87.5M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $90.1M sold.
- 325 institutional investors held Opendoor (OPEN) as of Q1 2022, down from 334 in Q4 2021.
- Funds reported $3.85B of Opendoor stock for Q1 2022, down 38% quarter-over-quarter.
- 68 funds opened new Opendoor positions in Q1 2022 and 75 closed out, a net change of -7 holders.
- The largest Opendoor buyer in Q1 2022 was T. Rowe Price Associates, an estimated $87.5M added.
- The largest Opendoor seller in Q1 2022 was Suvretta Capital Management, an estimated $90.1M sold.
Based on aggregated 13F filings for Q1 2022.