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Porch Group

126 hedge funds and large institutions have $1.4B invested in Porch Group in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $33M | Put options by funds: $10.6M

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

104% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 26

17% more funds holding

Funds holding: 108126 (+18)

14.48% more ownership

Funds ownership: 67.51%81.99% (+14%)

12% more capital invested

Capital invested by funds: $1.25B → $1.4B (+$147M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
33
Increased
53
Reduced
26
Closed
15
Calls
$33M
Puts
$10.6M
Net Calls
+$22.4M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$257M +$1.52M +80,977 +0.6%
SCA
2
Southpoint Capital Advisors
New York
$122M +$26.3M +1,400,000 +25%
Capital World Investors
3
Capital World Investors
California
$113M
GIM
4
Granahan Investment Management
Massachusetts
$94.7M +$9.61M +512,102 +11%
BlackRock
5
BlackRock
New York
$88.3M +$55.8M +2,970,655 +147%
Vanguard Group
6
Vanguard Group
Pennsylvania
$67M +$5.14M +274,033 +8%
WHP
7
Washington Harbour Partners
Virginia
$66.3M +$24.5M +1,307,466 +53%
PWAM
8
Park West Asset Management
California
$62M +$27.3M +1,453,946 +71%
AWG
9
Alpha Wave Global
New York
$42.1M -$13.4M -711,502 -23%
RP
10
Riverbridge Partners
Minnesota
$41.1M -$48K -2,560 -0.1%
Victory Capital Management
11
Victory Capital Management
Texas
$36.9M +$39.1M +2,084,602 New
OAM
12
Ophir Asset Management
Australia
$33.9M +$23.7M +1,261,866 +193%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$32.8M +$2.24M +119,364 +7%
State Street
14
State Street
Massachusetts
$30.4M +$11.8M +629,568 +58%
SDJVC
15
St. Denis J. Villere & Co
Louisiana
$30.1M +$31.9M +1,700,978 New
PCM
16
Portolan Capital Management
Massachusetts
$24.6M -$57.3K -3,055 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$22.4M +$8.82M +469,896 +59%
Northern Trust
18
Northern Trust
Illinois
$17M +$8.09M +430,775 +81%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$15.4M -$6.4M -340,919 -28%
PC
20
Phoenician Capital
New York
$14.1M
SSA
21
Schonfeld Strategic Advisors
New York
$11.4M +$806K +42,921 +7%
Millennium Management
22
Millennium Management
New York
$10.7M +$7.41M +395,019 +186%
PM
23
Pembroke Management
Quebec, Canada
$9.93M -$4.8K -256 -0%
Charles Schwab
24
Charles Schwab
California
$9.35M +$2.54M +135,096 +34%
Goldman Sachs
25
Goldman Sachs
New York
$8.37M +$950K +50,589 +12%

PRCH Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Porch Group (PRCH) for Q3 2021, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PRCH positions and 15 closed out — a net gain of 18 holders — while 53 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $55.8M. The largest seller was Alpha Wave Global, cutting an estimated $13.4M.

  • 126 institutional investors held Porch Group (PRCH) as of Q3 2021, up from 108 in Q2 2021.
  • Funds reported $1.4B of Porch Group stock for Q3 2021, up 12% quarter-over-quarter.
  • 33 funds opened new Porch Group positions in Q3 2021 and 15 closed out, a net change of +18 holders.
  • The largest Porch Group buyer in Q3 2021 was BlackRock, an estimated $55.8M added.
  • The largest Porch Group seller in Q3 2021 was Alpha Wave Global, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2021.