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RENT

Rent the Runway

88 hedge funds and large institutions have $97.3M invested in Rent the Runway in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $174K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

6% more funds holding

Funds holding: 8388 (+5)

0.55% less ownership

Funds ownership: 4.14%3.59% (-0.55%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

37% less capital invested

Capital invested by funds: $155M → $97.3M (-$57.9M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
15
Increased
30
Reduced
20
Closed
10
Calls
$2.44M
Puts
$174K
Net Calls
+$2.26M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BCVI
1
Bain Capital Venture Investors
Massachusetts
$18M
TCMV
2
Technology Crossover Management VIII
California
$8.69M
AM
3
Ares Management
California
$7.45M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$6.24M -$18.5M -224,785 -61%
BlackRock
5
BlackRock
New York
$5.75M +$851K +10,367 +9%
DCM
6
Divisar Capital Management
California
$5.7M +$10.6M +129,632 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.17M +$2.17M +26,464 +29%
Franklin Resources
8
Franklin Resources
California
$4.46M -$942K -11,472 -10%
KXA
9
KPCB XIV Associates
California
$4.46M
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$4.45M +$8.31M +101,129 New
Marshall Wace
11
Marshall Wace
United Kingdom
$3.39M +$3.33M +40,588 +111%
State Street
12
State Street
Massachusetts
$2.1M +$699K +8,510 +22%
QOP
13
Quinn Opportunity Partners
Virginia
$1.86M -$153K -1,859 -4%
PCM
14
Penserra Capital Management
California
$1.79M -$267K -3,251 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.74M +$843K +10,264 +35%
GGHC
16
Gilder Gagnon Howe & Co
New York
$1.67M -$16.1M -196,453 -84%
Temasek Holdings
17
Temasek Holdings
Singapore
$1.61M
NCL
18
Nishkama Capital LLC
Puerto Rico
$1.42M +$1.29M +15,737 +95%
WMRU
19
William Marsh Rice University
Texas
$1.35M
AWA
20
Artemis Wealth Advisors
New York
$803K
Northern Trust
21
Northern Trust
Illinois
$778K -$1.31K -16 -0.1%
Charles Schwab
22
Charles Schwab
California
$723K +$562K +6,847 +72%
AL
23
ACME LLC
California
$646K
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$550K -$1.03M -12,500 -50%
BCM
25
Bridgeway Capital Management
Texas
$525K +$979K +11,925 New

RENT Hedge Fund Activity: Q3 2022 in Review

88 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rent the Runway (RENT) for Q3 2022, worth a combined $97.3M — down 37% from $155M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RENT positions and 10 closed out — a net gain of 5 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Divisar Capital Management, opening a new position worth an estimated $10.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.5M.

  • 88 institutional investors held Rent the Runway (RENT) as of Q3 2022, up from 83 in Q2 2022.
  • Funds reported $97.3M of Rent the Runway stock for Q3 2022, down 37% quarter-over-quarter.
  • 15 funds opened new Rent the Runway positions in Q3 2022 and 10 closed out, a net change of +5 holders.
  • The largest Rent the Runway buyer in Q3 2022 was Divisar Capital Management, an estimated $10.6M added.
  • The largest Rent the Runway seller in Q3 2022 was T. Rowe Price Associates, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2022.