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RERE

ATRenew

30 hedge funds and large institutions have $51.4M invested in ATRenew in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more funds holding

Funds holding: 2730 (+3)

0.45% more ownership

Funds ownership: 24.52%24.97% (+0.45%)

20% less capital invested

Capital invested by funds: $64.6M → $51.4M (-$13.2M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
7
Reduced
9
Closed
2
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
$26.2M
TPC
2
Tiger Pacific Capital
New York
$4.72M
Morgan Stanley
3
Morgan Stanley
New York
$4M -$3 -1 -0%
UBS Group
4
UBS Group
Switzerland
$3.78M +$467 +186 +0%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.32M +$893K +355,327 +54%
PGCM
6
Prescott Group Capital Management
Oklahoma
$1.58M
BlackRock
7
BlackRock
New York
$1.29M -$177K -70,562 -11%
GAMH
8
Greenwoods Asset Management (HK)
Hong Kong
$1.2M
LPU
9
Lansdowne Partners (UK)
United Kingdom
$1.17M +$1.29M +515,046 New
Goldman Sachs
10
Goldman Sachs
New York
$1.16M -$123K -49,136 -9%
State Street
11
State Street
Massachusetts
$764K -$99.8K -39,689 -11%
YRHAM
12
Yong Rong (HK) Asset Management
Hong Kong
$482K -$726K -288,750 -58%
Bank of America
13
Bank of America
North Carolina
$468K -$472K -187,878 -48%
Norges Bank
14
Norges Bank
Norway
$442K
Marshall Wace
15
Marshall Wace
United Kingdom
$397K +$343K +136,401 +363%
Renaissance Technologies
16
Renaissance Technologies
New York
$383K +$142K +56,500 +51%
YCM
17
Yiheng Capital Management
California
$373K
Invesco
18
Invesco
Georgia
$191K +$6.67K +2,652 +3%
VA
19
Vident Advisory
Georgia
$110K +$121K +48,154 New
Citadel Advisors
20
Citadel Advisors
Florida
$102K +$112K +44,649 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$69.6K -$131K -52,131 -63%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$68.4K
Two Sigma Investments
23
Two Sigma Investments
New York
$60.7K -$50.7K -20,181 -43%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$43.6K +$1.82K +725 +4%
TRCT
25
Tower Research Capital (TRC)
New York
$24.3K +$25.4K +10,098 +1,810%

RERE Hedge Fund Activity: Q3 2023 in Review

30 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q3 2023, worth a combined $51.4M — down 20% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RERE positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Lansdowne Partners (UK), opening a new position worth an estimated $1.29M. The largest seller was Yong Rong (HK) Asset Management, cutting an estimated $726K.

  • 30 institutional investors held ATRenew (RERE) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $51.4M of ATRenew stock for Q3 2023, down 20% quarter-over-quarter.
  • 5 funds opened new ATRenew positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest ATRenew buyer in Q3 2023 was Lansdowne Partners (UK), an estimated $1.29M added.
  • The largest ATRenew seller in Q3 2023 was Yong Rong (HK) Asset Management, an estimated $726K sold.

Based on aggregated 13F filings for Q3 2023.