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Repay Holdings

140 hedge funds and large institutions have $1.21B invested in Repay Holdings in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $261K | Put options by funds: $26K

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 139140 (+1)

0.75% less ownership

Funds ownership: 91.01%90.26% (-0.75%)

20% less capital invested

Capital invested by funds: $1.5B → $1.21B (-$297M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
62
Reduced
50
Closed
14
Calls
$261K
Puts
$26K
Net Calls
+$235K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$157M -$21.5M -1,300,563 -11%
BlackRock
2
BlackRock
New York
$94.2M -$232K -14,041 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.2M -$7.06M -427,607 -6%
WA
4
Wasatch Advisors
Utah
$76M -$816K -49,440 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$64.3M +$1.89M +114,669 +3%
WHG
6
Westwood Holdings Group
Texas
$58.1M +$9.06M +548,469 +16%
BAMCO Inc
7
BAMCO Inc
New York
$55.6M +$4.09M +248,000 +7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$48.3M -$5M -302,866 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$43.9M -$1.12M -67,964 -2%
RIM
10
Ranger Investment Management
Texas
$30.6M +$11.2M +678,019 +49%
Capital World Investors
11
Capital World Investors
California
$29.5M -$19.6M -1,189,000 -37%
RA
12
Royce & Associates
New York
$27.5M +$1.82M +110,178 +6%
UI
13
Untitled Investments
New York
$27.3M +$868K +52,599 +3%
State Street
14
State Street
Massachusetts
$25.8M +$721K +43,651 +3%
SCA
15
Summit Creek Advisors
Minnesota
$22.5M +$2.27M +137,658 +10%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$22.1M +$24.7M +1,497,741 New
ONPI
17
Owls Nest Partners IA
Pennsylvania
$22.1M +$2.72M +164,444 +12%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$21.8M +$1M +60,657 +4%
Franklin Resources
19
Franklin Resources
California
$19.8M -$12.2M -737,639 -35%
TCM
20
TimesSquare Capital Management
New York
$18.4M -$718K -43,515 -3%
TIM
21
Thornburg Investment Management
New Mexico
$17.9M +$814K +49,320 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$16.1M +$9.23M +559,184 +105%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$15M -$362K -21,923 -2%
William Blair & Company
24
William Blair & Company
Illinois
$13.8M -$843K -51,057 -5%
Northern Trust
25
Northern Trust
Illinois
$12.7M -$415K -25,132 -3%

RPAY Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Repay Holdings (RPAY) for Q1 2022, worth a combined $1.21B — down 20% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RPAY positions and 14 closed out — a net gain of 1 holder — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $24.7M. The largest seller was General Industrial Partners, exiting entirely with an estimated $39M sold.

  • 140 institutional investors held Repay Holdings (RPAY) as of Q1 2022, up from 139 in Q4 2021.
  • Funds reported $1.21B of Repay Holdings stock for Q1 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Repay Holdings positions in Q1 2022 and 14 closed out, a net change of +1 holder.
  • The largest Repay Holdings buyer in Q1 2022 was Westfield Capital Management, an estimated $24.7M added.
  • The largest Repay Holdings seller in Q1 2022 was General Industrial Partners, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.