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Ross Stores

842 hedge funds and large institutions have $37.3B invested in Ross Stores in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 278 increasing their positions, 301 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 64

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

33% more capital invested

Capital invested by funds: $28B → $37.3B (+$9.27B)

33% more call options, than puts

Call options by funds: $199M | Put options by funds: $150M

8% more funds holding

Funds holding: 781842 (+61)

0.81% more ownership

Funds ownership: 84.49%85.3% (+0.81%)

8% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 301

Holders
842
Holders Change
+61
Holders Change %
+7.81%
% of All Funds
14.9%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.42%
New
134
Increased
278
Reduced
301
Closed
64
Calls
$199M
Puts
$150M
Net Calls
+$48.9M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
751
Clearview Wealth Advisors
Oregon
$25K +$21.7K +207 New
BFG
752
Baron Financial Group
New Jersey
$24.6K
GWS
753
Glassman Wealth Services
Virginia
$24K -$5.66K -54 -22%
BEI
754
Benjamin Edwards Inc
Missouri
$23K +$19.9K +190 New
MWP
755
Meridian Wealth Partners
Pennsylvania
$22K +$18.6K +177 New
CQS
756
Credential Qtrade Securities
$21.6K
HF
757
Halpern Financial
Virginia
$20.1K
CHA
758
Carmichael Hill & Associates
Maryland
$19K
EARNEST Partners
759
EARNEST Partners
Georgia
$19K
RIA
760
RPG Investment Advisory
California
$18K -$10.5K -100 -40%
RE
761
RBC Europe
United Kingdom
$17.7K +$629 +6 +4%
AIG
762
American International Group
New York
$17.7K -$328K -3,131 -2%
EFSCE
763
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.78K -17 -11%
CIA
764
CSat Investment Advisory
Michigan
$16K -$177K -1,689 -93%
NFG
765
Next Financial Group
Texas
$16K -$1.36K -13 -9%
TAM
766
Tucker Asset Management
Colorado
$15.7K +$13.4K +128 New
VCM
767
Versant Capital Management
Arizona
$15K -$1.05K -10 -7%
FHC
768
First Horizon Corporation
Tennessee
$15K -$210 -2 -2%
CYG
769
Clean Yield Group
Vermont
$15K
JWM
770
Janiczek Wealth Management
Colorado
$15K +$8.7K +83 +213%
AWG
771
Altus Wealth Group
Colorado
$15K +$12.9K +123 New
HFA
772
HC Financial Advisors
California
$14K
H
773
Hexavest
Quebec, Canada
$14K
HWA
774
HHM Wealth Advisors
Tennessee
$14K
JWBC
775
John W. Brooker & Co
California
$14K

ROST Hedge Fund Activity: Q4 2020 in Review

842 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2020, worth a combined $37.3B — up 33% from $28B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new ROST positions and 64 closed out — a net gain of 70 holders — while 278 added to existing stakes and 301 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was BlackRock, cutting an estimated $247M.

  • 842 institutional investors held Ross Stores (ROST) as of Q4 2020, up from 781 in Q3 2020.
  • Funds reported $37.3B of Ross Stores stock for Q4 2020, up 33% quarter-over-quarter.
  • 134 funds opened new Ross Stores positions in Q4 2020 and 64 closed out, a net change of +70 holders.
  • The largest Ross Stores buyer in Q4 2020 was Wellington Management Group, an estimated $400M added.
  • The largest Ross Stores seller in Q4 2020 was BlackRock, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2020.