Rent the Runway
RENT
100 hedge funds and large institutions have $135M invested in Rent the Runway in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 18 closing their positions.
681% more call options, than puts
Call options by funds: $5.03M | Put options by funds: $644K
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
38% more capital invested
Capital invested by funds: $97.3M → $135M (+$37.4M)
14% more funds holding
Funds holding: 88 → 100 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.01% less ownership
Funds ownership: 3.59% → 3.58% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.05M |
| 2 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$3.05M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.14M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$851K |
| 5 |
JGC
J. Goldman & Co
New York
|
+$846K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.24M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.79M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.67M |
| 4 |
NCL
Nishkama Capital LLC
Dorado,
Puerto Rico
|
-$1.42M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1M |
RENT Hedge Fund Activity: Q4 2022 in Review
100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rent the Runway (RENT) for Q4 2022, worth a combined $135M — up 38% from $97.3M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new RENT positions and 18 closed out — a net gain of 13 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.05M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $6.24M sold.
- 100 institutional investors held Rent the Runway (RENT) as of Q4 2022, up from 88 in Q3 2022.
- Funds reported $135M of Rent the Runway stock for Q4 2022, up 38% quarter-over-quarter.
- 31 funds opened new Rent the Runway positions in Q4 2022 and 18 closed out, a net change of +13 holders.
- The largest Rent the Runway buyer in Q4 2022 was Millennium Management, an estimated $3.05M added.
- The largest Rent the Runway seller in Q4 2022 was T. Rowe Price Associates, an estimated $6.24M sold.
Based on aggregated 13F filings for Q4 2022.