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Planet Fitness

331 hedge funds and large institutions have $5.96B invested in Planet Fitness in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 132 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $194M | Put options by funds: $115M

0.36% more ownership

Funds ownership: 111.34%111.7% (+0.36%)

3% less funds holding

Funds holding: 342331 (-11)

14% less capital invested

Capital invested by funds: $6.95B → $5.96B (-$986M)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

19% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 132

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
-11
Holders Change %
-3.22%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
48
Increased
107
Reduced
132
Closed
59
Calls
$194M
Puts
$115M
Net Calls
+$79M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$15M -$1.41M -21,133 -8%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$15M -$603K -9,019 -4%
AC
53
Armistice Capital
New York
$14.7M +$13.4M +200,810 +600%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$14.6M -$269K -4,016 -2%
Bessemer Group
55
Bessemer Group
New Jersey
$14.3M +$3.05M +45,623 +25%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$14.2M -$447K -6,682 -3%
Barclays
57
Barclays
United Kingdom
$14.1M -$3.08M -46,114 -17%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$14M +$706K +10,564 +5%
MCM
59
Makena Capital Management
California
$12.8M +$13.7M +204,987 New
Wells Fargo
60
Wells Fargo
California
$12.2M +$5.67M +84,865 +77%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$11.9M -$1.55M -23,165 -11%
NIG
62
NFJ Investment Group
Texas
$11.1M -$6.22M -92,965 -34%
PCM
63
Penn Capital Management
Pennsylvania
$10.9M -$1.05M -15,739 -8%
Swiss National Bank
64
Swiss National Bank
Switzerland
$10.6M +$127K +1,900 +1%
Invesco
65
Invesco
Georgia
$10.2M -$1.11M -16,614 -9%
UBS AM
66
UBS AM
Illinois
$10M -$735K -10,992 -6%
LFDLE
67
La Financiere de L'Echiquier
France
$9.97M +$1.15M +17,135 +12%
WPI
68
Walter Public Investments
Canada
$9.91M -$3.26M -48,746 -24%
First Trust Advisors
69
First Trust Advisors
Illinois
$9.71M +$10.4M +155,113 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$9.69M -$1.6M -23,874 -13%
OPCM
71
Osborne Partners Capital Management
California
$9M +$947K +14,160 +11%
TAM
72
Thematics Asset Management
France
$8.93M -$978K -14,628 -9%
CS
73
Credit Suisse
Switzerland
$8.7M +$184K +2,752 +2%
SEI Investments
74
SEI Investments
Pennsylvania
$8.51M -$993K -14,852 -10%
Impax Asset Management Group
75
Impax Asset Management Group
United Kingdom
$8.44M

PLNT Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Planet Fitness (PLNT) for Q1 2024, worth a combined $5.96B — down 14% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PLNT and 48 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 107 added.

The largest buyer was Cadian Capital Management, adding an estimated $82.5M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $149M sold.

  • 331 institutional investors held Planet Fitness (PLNT) as of Q1 2024, down from 342 in Q4 2023.
  • Funds reported $5.96B of Planet Fitness stock for Q1 2024, down 14% quarter-over-quarter.
  • 48 funds opened new Planet Fitness positions in Q1 2024 and 59 closed out, a net change of -11 holders.
  • The largest Planet Fitness buyer in Q1 2024 was Cadian Capital Management, an estimated $82.5M added.
  • The largest Planet Fitness seller in Q1 2024 was Eagle Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2024.