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Porch Group

75 hedge funds and large institutions have $39.5M invested in Porch Group in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $218K | Put options by funds: $32K

9.34% less ownership

Funds ownership: 59.27%49.93% (-9.3%)

21% less funds holding

Funds holding: 9575 (-20)

51% less capital invested

Capital invested by funds: $80M → $39.5M (-$40.5M)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

71% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
75
Holders Change
-20
Holders Change %
-21.05%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
33
Closed
28
Calls
$218K
Puts
$32K
Net Calls
+$186K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$8.52M -$1.94M -1,842,716 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.65M +$78.1K +74,291 +1%
SDJVC
3
St. Denis J. Villere & Co
Louisiana
$3.99M -$680K -647,389 -12%
FNF
4
Fidelity National Financial
Florida
$3.77M +$4.94M +4,700,000 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.62M -$3.11K -2,961 -0.1%
AWG
6
Alpha Wave Global
New York
$2.28M
LM
7
Luminus Management
Texas
$1.83M +$1.21M +1,150,000 +102%
JAMONY
8
Jacob Asset Management of New York
California
$1.53M -$66.2K -63,020 -3%
BlackRock
9
BlackRock
New York
$1.02M -$94.8K -90,170 -7%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$965K -$49.1K -46,750 -4%
WCA
11
Whetstone Capital Advisors
Kansas
$898K -$84.1K -80,000 -7%
BCM
12
Bridgeway Capital Management
Texas
$749K +$811K +771,900 +479%
JFG
13
Jefferies Financial Group
New York
$731K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$689K -$70.1K -66,751 -7%
Millennium Management
15
Millennium Management
New York
$508K -$218K -207,672 -25%
Morgan Stanley
16
Morgan Stanley
New York
$395K -$53.4K -50,777 -9%
GCP
17
GSA Capital Partners
United Kingdom
$378K +$394K +374,759 +388%
Citadel Advisors
18
Citadel Advisors
Florida
$365K +$406K +386,226 +560%
SDWMA
19
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K
State Street
20
State Street
Massachusetts
$224K -$23.2K -22,050 -7%
XT
21
XTX Topco
Cayman Islands
$208K -$377K -358,759 -58%
Goldman Sachs
22
Goldman Sachs
New York
$202K -$22K -20,922 -8%
SI
23
Stephens Inc
Arkansas
$188K -$11.6K -11,039 -5%
SAM
24
Silverback Asset Management
North Carolina
$181K +$26.3K +25,000 +13%
MNBTD
25
Moody National Bank Trust Division
Texas
$157K

PRCH Hedge Fund Activity: Q3 2023 in Review

75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Porch Group (PRCH) for Q3 2023, worth a combined $39.5M — down 51% from $80M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PRCH and 8 opened new positions — a net loss of 20 holders — while 33 trimmed existing stakes and 16 added.

The largest buyer was Fidelity National Financial, opening a new position worth an estimated $4.94M. The largest seller was Park West Asset Management, exiting entirely with an estimated $10.8M sold.

  • 75 institutional investors held Porch Group (PRCH) as of Q3 2023, down from 95 in Q2 2023.
  • Funds reported $39.5M of Porch Group stock for Q3 2023, down 51% quarter-over-quarter.
  • 8 funds opened new Porch Group positions in Q3 2023 and 28 closed out, a net change of -20 holders.
  • The largest Porch Group buyer in Q3 2023 was Fidelity National Financial, an estimated $4.94M added.
  • The largest Porch Group seller in Q3 2023 was Park West Asset Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.