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Planet Fitness

342 hedge funds and large institutions have $6.72B invested in Planet Fitness in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324342 (+18)

2% less capital invested

Capital invested by funds: $6.84B → $6.72B (-$118M)

2.86% less ownership

Funds ownership: 104.81%101.96% (-2.9%)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

45% less call options, than puts

Call options by funds: $31.7M | Put options by funds: $58.1M

Holders
342
Holders Change
+18
Holders Change %
+5.56%
% of All Funds
5.45%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
59
Increased
127
Reduced
110
Closed
37
Calls
$31.7M
Puts
$58.1M
Net Calls
-$26.4M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$615M -$42.3M -529,279 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$596M +$198K +2,485 +0%
SIM
3
SRS Investment Management
New York
$540M
Amundi
4
Amundi
France
$209M +$18.3M +229,128 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$204M -$7.66M -95,876 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$191M -$28.1M -351,352 -12%
EAM
7
Eagle Asset Management
Florida
$169M +$13.1M +164,178 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$165M +$11.5M +143,871 +7%
CIP
9
Champlain Investment Partners
Vermont
$150M -$2.27M -28,430 -1%
BCM
10
Bares Capital Management
Texas
$150M -$10.9M -136,295 -7%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$144M -$1.67M -20,945 -1%
Federated Hermes
12
Federated Hermes
Pennsylvania
$123M -$9.74M -121,937 -7%
Invesco
13
Invesco
Georgia
$120M +$1.99M +24,892 +2%
Franklin Resources
14
Franklin Resources
California
$118M -$2.4M -30,107 -2%
FAM
15
Fred Alger Management
New York
$103M +$27.1M +339,835 +34%
FCM
16
Frontier Capital Management
Massachusetts
$101M +$3.23M +40,433 +3%
State Street
17
State Street
Massachusetts
$99.9M +$3.37M +42,217 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$91.2M -$2.22M -27,765 -2%
AIM
19
Artemis Investment Management
United Kingdom
$90.1M -$7.03M -88,036 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$89.3M +$2.88M +36,045 +3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$79.3M +$40.9M +512,050 +101%
BAMCO Inc
22
BAMCO Inc
New York
$77.7M
Citadel Advisors
23
Citadel Advisors
Florida
$70.5M +$38M +475,391 +110%
Norges Bank
24
Norges Bank
Norway
$70.2M +$8.27M +103,604 +13%
DCM
25
Dorsal Capital Management
California
$66M +$67.9M +850,000 New

PLNT Hedge Fund Activity: Q1 2023 in Review

342 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Planet Fitness (PLNT) for Q1 2023, worth a combined $6.72B — down 1.7% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PLNT positions and 37 closed out — a net gain of 22 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Dorsal Capital Management, opening a new position worth an estimated $67.9M. The largest seller was TSG Consumer Partners, exiting entirely with an estimated $160M sold.

  • 342 institutional investors held Planet Fitness (PLNT) as of Q1 2023, up from 324 in Q4 2022.
  • Funds reported $6.72B of Planet Fitness stock for Q1 2023, down 1.7% quarter-over-quarter.
  • 59 funds opened new Planet Fitness positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Planet Fitness buyer in Q1 2023 was Dorsal Capital Management, an estimated $67.9M added.
  • The largest Planet Fitness seller in Q1 2023 was TSG Consumer Partners, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2023.