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RERE

ATRenew

27 hedge funds and large institutions have $64.5M invested in ATRenew in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $55.5M → $64.5M (+$8.94M)

8% more funds holding

Funds holding: 2527 (+2)

1.93% less ownership

Funds ownership: 26.07%24.14% (-1.9%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$33.2M -$6.07M -2,890,000 -20%
TPC
2
Tiger Pacific Capital
New York
$5.98M
Morgan Stanley
3
Morgan Stanley
New York
$5.06M +$3.32K +1,582 +0.1%
UBS Group
4
UBS Group
Switzerland
$4.82M +$10.1K +4,829 +0.3%
BlackRock
5
BlackRock
New York
$2.81M +$30.1K +14,331 +1%
PGCM
6
Prescott Group Capital Management
Oklahoma
$2.45M +$1.37M +654,229 +338%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$1.56M +$480K +228,511 +73%
GAMH
8
Greenwoods Asset Management (HK)
Hong Kong
$1.52M
YRHAM
9
Yong Rong (HK) Asset Management
Hong Kong
$1.45M +$1.05M +500,000 New
Goldman Sachs
10
Goldman Sachs
New York
$1.2M
State Street
11
State Street
Massachusetts
$804K +$29.4K +14,017 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$713K -$33.6K -16,012 -6%
Bank of America
13
Bank of America
North Carolina
$599K -$56.6K -26,924 -12%
Renaissance Technologies
14
Renaissance Technologies
New York
$565K +$374K +178,100 +1,018%
Norges Bank
15
Norges Bank
Norway
$561K
YCM
16
Yiheng Capital Management
California
$472K
Marshall Wace
17
Marshall Wace
United Kingdom
$226K -$50.5K -24,027 -24%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$164K +$119K +56,717 New
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$86.7K +$63K +30,000 New
Mariner
20
Mariner
Kansas
$73K -$15.2K -7,247 -22%
VIA
21
Vident Investment Advisory
Georgia
$55.4K +$40.3K +19,184 New
Jane Street
22
Jane Street
New York
$51.4K +$37.4K +17,789 New
Citadel Advisors
23
Citadel Advisors
Florida
$46.1K +$33.5K +15,951 New
TSS
24
Two Sigma Securities
New York
$40.7K +$29.6K +14,094 New
Citigroup
25
Citigroup
New York
$3.5K +$158 +75 +7%

RERE Hedge Fund Activity: Q4 2022 in Review

27 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q4 2022, worth a combined $64.5M — up 16% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RERE positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Prescott Group Capital Management, adding an estimated $1.37M. The largest seller was Tiger Global Management, cutting an estimated $6.07M.

  • 27 institutional investors held ATRenew (RERE) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $64.5M of ATRenew stock for Q4 2022, up 16% quarter-over-quarter.
  • 8 funds opened new ATRenew positions in Q4 2022 and 6 closed out, a net change of +2 holders.
  • The largest ATRenew buyer in Q4 2022 was Prescott Group Capital Management, an estimated $1.37M added.
  • The largest ATRenew seller in Q4 2022 was Tiger Global Management, an estimated $6.07M sold.

Based on aggregated 13F filings for Q4 2022.