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SEZL

Sezzle

23 hedge funds and large institutions have $40.6M invested in Sezzle in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,215% more capital invested

Capital invested by funds: $3.09M → $40.6M (+$37.5M)

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

109% more funds holding

Funds holding: 1123 (+12)

35.45% more ownership

Funds ownership: 15.86%51.31% (+35%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
23
Holders Change
+12
Holders Change %
+109.09%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.4M +$7.2M +949,398 New
Invesco
2
Invesco
Georgia
$10M +$5.39M +710,118 New
Morgan Stanley
3
Morgan Stanley
New York
$3.54M -$1.45M -191,112 -43%
Millennium Management
4
Millennium Management
New York
$3.14M +$1.24M +163,554 +276%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.68M +$196K +25,782 +16%
Goldman Sachs
6
Goldman Sachs
New York
$1.39M +$750K +98,856 New
Marshall Wace
7
Marshall Wace
United Kingdom
$1.1M +$28.4K +3,738 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.01M -$9.1K -1,200 -2%
State Street
9
State Street
Massachusetts
$904K +$487K +64,200 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$811K +$437K +57,600 New
BlackRock
11
BlackRock
New York
$748K -$133K -17,538 -25%
Jane Street
12
Jane Street
New York
$731K +$393K +51,876 New
Northern Trust
13
Northern Trust
Illinois
$475K +$256K +33,720 New
SSA
14
Schonfeld Strategic Advisors
New York
$242K +$130K +17,160 New
CFM
15
Catalyst Funds Management
Australia
$118K +$63.7K +8,400 New
Barclays
16
Barclays
United Kingdom
$101K +$54.6K +7,200 New
Osaic Holdings
17
Osaic Holdings
Arizona
$65.5K +$35.3K +4,650 New
JP Morgan Chase
18
JP Morgan Chase
New York
$61.1K +$34.3K +4,524 New
UBS Group
19
UBS Group
Switzerland
$53.7K +$28.9K +3,816 New
US Bancorp
20
US Bancorp
Minnesota
$22.2K
Wells Fargo
21
Wells Fargo
California
$1.94K +$46 +6 +5%
Bank of America
22
Bank of America
North Carolina
$169 +$91 +12 New
Macquarie Group
23
Macquarie Group
Australia
$98 -$14.1K -1,860 -21%
TRCT
24
Tower Research Capital (TRC)
New York
-$25.1K -7,338 Closed
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
-$3.55K -1,044 Closed

SEZL Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sezzle (SEZL) for Q1 2024, worth a combined $40.6M — up 1,215% from $3.09M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SEZL positions and 2 closed out — a net gain of 12 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $7.2M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 23 institutional investors held Sezzle (SEZL) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $40.6M of Sezzle stock for Q1 2024, up 1,215% quarter-over-quarter.
  • 14 funds opened new Sezzle positions in Q1 2024 and 2 closed out, a net change of +12 holders.
  • The largest Sezzle buyer in Q1 2024 was Vanguard Group, an estimated $7.2M added.
  • The largest Sezzle seller in Q1 2024 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2024.