Opendoor
OPEN
303 hedge funds and large institutions have $7.69B invested in Opendoor in 2021 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 35 closing their positions.
194% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 35
82% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 56
71% more call options, than puts
Call options by funds: $331M | Put options by funds: $193M
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
26% more funds holding
Funds holding: 240 → 303 (+63)
18% more capital inflows, than outflows
Capital inflows: $1.85B | Capital outflows: $1.57B
0.06% more ownership
Funds ownership: 62.74% → 62.81% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Altimeter Capital Management
Boston,
Massachusetts
|
+$224M |
| 2 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$199M |
| 3 |
D1 Capital Partners
New York
|
+$183M |
| 4 |
Slate Path Capital
New York
|
+$88.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB Investment Advisers (UK)
London,
United Kingdom
|
-$538M |
| 2 |
VS
VK Services
Menlo Park,
California
|
-$473M |
| 3 |
NVPX
Norwest Venture Partners XIII
Palo Alto,
California
|
-$103M |
| 4 |
ARK Investment Management
St. Petersburg,
Florida
|
-$71.1M |
| 5 |
NMC
NEA Management Company
Timonium,
Maryland
|
-$59.1M |
OPEN Hedge Fund Activity: Q3 2021 in Review
303 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Opendoor (OPEN) for Q3 2021, worth a combined $7.69B — up 18% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new OPEN positions and 35 closed out — a net gain of 68 holders — while 102 added to existing stakes and 56 trimmed.
The largest buyer was Altimeter Capital Management, opening a new position worth an estimated $224M. The largest seller was SB Investment Advisers (UK), cutting an estimated $538M.
- 303 institutional investors held Opendoor (OPEN) as of Q3 2021, up from 240 in Q2 2021.
- Funds reported $7.69B of Opendoor stock for Q3 2021, up 18% quarter-over-quarter.
- 103 funds opened new Opendoor positions in Q3 2021 and 35 closed out, a net change of +68 holders.
- The largest Opendoor buyer in Q3 2021 was Altimeter Capital Management, an estimated $224M added.
- The largest Opendoor seller in Q3 2021 was SB Investment Advisers (UK), an estimated $538M sold.
Based on aggregated 13F filings for Q3 2021.