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Remitly

95 hedge funds and large institutions have $787M invested in Remitly in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

118% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.26M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

34% more funds holding

Funds holding: 7195 (+24)

6.28% more ownership

Funds ownership: 42.31%48.59% (+6.3%)

45% less capital invested

Capital invested by funds: $1.43B → $787M (-$643M)

Holders
95
Holders Change
+24
Holders Change %
+33.8%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
45
Increased
30
Reduced
9
Closed
21
Calls
$2.76M
Puts
$1.26M
Net Calls
+$1.5M
Net Calls Change
+$577K
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Naspers
South Africa
$369M
GIM
2
Generation Investment Management
United Kingdom
$109M
JP Morgan Chase
3
JP Morgan Chase
New York
$51.6M +$27.6M +2,316,583 +79%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$38.1M +$8.53M +716,601 +23%
BOCH
5
Blue Owl Capital Holdings
New York
$27.4M
Citadel Advisors
6
Citadel Advisors
Florida
$26.5M +$25.3M +2,122,000 +376%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$22.2M +$13M +1,093,000 +94%
Prudential Financial
8
Prudential Financial
New Jersey
$17.4M
Millennium Management
9
Millennium Management
New York
$16.6M +$15M +1,263,415 +304%
Goldman Sachs
10
Goldman Sachs
New York
$13.7M +$10.3M +864,035 +164%
GGHC
11
Gilder Gagnon Howe & Co
New York
$10.1M -$34.9K -2,935 -0.3%
EMG
12
ETF Managers Group
New Jersey
$9.72M +$4.83M +405,660 +73%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$9.09M +$5.68M +477,310 +108%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$7.67M +$6.46M +542,338 +231%
BlackRock
15
BlackRock
New York
$7.28M -$1.89M -158,695 -18%
TAM
16
Tabor Asset Management
New York
$4.15M +$5M +420,093 New
Renaissance Technologies
17
Renaissance Technologies
New York
$3.77M +$1.94M +163,031 +74%
Barclays
18
Barclays
United Kingdom
$3.69M +$4.45M +374,050 New
Lazard Asset Management
19
Lazard Asset Management
New York
$3.25M +$1.63M +137,193 +72%
VI
20
Visa Inc
California
$3.24M
N
21
Nuveen
North Carolina
$2.85M +$3.21M +269,972 +1,455%
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$2.71M +$315K +26,460 +11%
CSS
23
Cubist Systematic Strategies
Connecticut
$1.66M +$479K +40,232 +31%
State Street
24
State Street
Massachusetts
$1.58M +$330K +27,737 +21%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.5M +$1.82M +152,483 New

RELY Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Remitly (RELY) for Q1 2022, worth a combined $787M — down 45% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RELY positions and 21 closed out — a net gain of 24 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $27.6M. The largest seller was Fidelity Investments, cutting an estimated $20.7M.

  • 95 institutional investors held Remitly (RELY) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $787M of Remitly stock for Q1 2022, down 45% quarter-over-quarter.
  • 45 funds opened new Remitly positions in Q1 2022 and 21 closed out, a net change of +24 holders.
  • The largest Remitly buyer in Q1 2022 was JP Morgan Chase, an estimated $27.6M added.
  • The largest Remitly seller in Q1 2022 was Fidelity Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2022.