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Repay Holdings

138 hedge funds and large institutions have $1.94B invested in Repay Holdings in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $939K | Put options by funds: $302K

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more capital invested

Capital invested by funds: $1.89B → $1.94B (+$47.1M)

7% less funds holding

Funds holding: 149138 (-11)

10.95% less ownership

Funds ownership: 99.94%88.99% (-11%)

44% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 25

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
45
Closed
25
Calls
$939K
Puts
$302K
Net Calls
+$637K
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$22.9M +$282K +12,031 +1%
ECA
27
Endeavour Capital Advisors
Connecticut
$22.7M -$2.12M -90,377 -9%
SCA
28
Summit Creek Advisors
Minnesota
$21.1M +$533K +22,760 +3%
Northern Trust
29
Northern Trust
Illinois
$20.2M +$1.05M +44,805 +6%
American Century Companies
30
American Century Companies
Missouri
$20M -$8.67M -369,842 -31%
ONPI
31
Owls Nest Partners IA
Pennsylvania
$18.4M +$6.37M +271,724 +55%
BBCM
32
Broad Bay Capital Management
New York
$14.2M +$2.37M +101,000 +21%
Charles Schwab
33
Charles Schwab
California
$12.6M +$692K +29,543 +6%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.2M -$4.55M -194,120 -29%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$10M -$456K -19,445 -4%
N
36
Nuveen
North Carolina
$9.66M +$1.9M +80,983 +25%
EA
37
Emerald Advisers
Pennsylvania
$9.31M -$4.53M -193,300 -33%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$8.79M +$620K +26,482 +8%
NC
39
Nicholas Company
Wisconsin
$8.4M -$8.32K -355 -0.1%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$7.98M +$1.09M +46,689 +16%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.95M +$562K +24,000 +8%
Goldman Sachs
42
Goldman Sachs
New York
$7.81M -$1.54M -65,845 -17%
Citadel Advisors
43
Citadel Advisors
Florida
$7.31M -$4.89M -208,498 -41%
RCMC
44
RK Capital Management (Colorado)
Colorado
$6.75M +$743K +31,700 +13%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.74M +$646K +27,563 +11%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$5.6M +$159K +6,802 +3%
Wells Fargo
47
Wells Fargo
California
$5.59M +$2.03M +86,814 +60%
RGM
48
ROAM Global Management
New York
$4.77M +$4.65M +198,356 New
TFCM
49
Taylor Frigon Capital Management
Arizona
$4.61M -$190K -8,088 -4%
ORI
50
Oak Ridge Investments
Illinois
$4.58M -$129K -5,487 -3%

RPAY Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Repay Holdings (RPAY) for Q2 2021, worth a combined $1.94B — up 2.5% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RPAY and 14 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 62 added.

The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $11.9M sold.

  • 138 institutional investors held Repay Holdings (RPAY) as of Q2 2021, down from 149 in Q1 2021.
  • Funds reported $1.94B of Repay Holdings stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new Repay Holdings positions in Q2 2021 and 25 closed out, a net change of -11 holders.
  • The largest Repay Holdings buyer in Q2 2021 was Fidelity Investments, an estimated $22.2M added.
  • The largest Repay Holdings seller in Q2 2021 was Jupiter Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2021.