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101 hedge funds and large institutions have $735M invested in ThredUp in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more funds holding

Funds holding: 73 → 101 (+28)

6% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $28.1M

13% less capital invested

Capital invested by funds: $849M → $735M (-$114M)

25.59% less ownership

Funds ownership: 135.9% → 110.32% (-26%)

Holders
101
Holders Change
+28
Holders Change %
+38.36%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
39
Reduced
11
Closed
15
Calls
$29.7M
Puts
$28.1M
Net Calls
+$1.65M
Net Calls Change
-$1.24M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$142M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.9M
4
RP
Riverbridge Partners
Minnesota
+$40.4M
5
Fidelity International
Fidelity International
Bermuda
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$116M
2
Ameriprise
Ameriprise
Minnesota
-$8.34M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.84M
4
PCM
Penserra Capital Management
California
-$5.52M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$4.16M – – –
MCCP
27
Mission Creek Capital Partners
California
$3.88M +$5.54M +304,135 New
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$3.87M +$5.51M +302,977 New
PI
29
Putnam Investments
Massachusetts
$3.52M +$669K +36,765 +15%
Northern Trust
30
Northern Trust
Illinois
$3.5M +$4.38M +240,395 +717%
Marshall Wace
31
Marshall Wace
United Kingdom
$2.58M +$2.23M +122,491 +153%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.4M +$2.49M +137,065 +267%
Two Sigma Investments
33
Two Sigma Investments
New York
$2.34M +$3.34M +183,736 New
KRC
34
Kehrs Ridge Capital
New Jersey
$2.3M -$1.07M -59,006 -25%
Jane Street
35
Jane Street
New York
$2.23M +$2.84M +156,178 +821%
Bank of America
36
Bank of America
North Carolina
$2.12M +$2.42M +132,732 +397%
CSS
37
Cubist Systematic Strategies
Connecticut
$2.12M +$3.03M +166,248 New
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.68M +$2.39M +131,284 New
Invesco
39
Invesco
Georgia
$1.59M +$2.26M +124,374 New
NFC
40
Northeast Financial Consultants
Connecticut
$1.23M +$692K +38,000 +65%
AIM
41
Artemis Investment Management
United Kingdom
$1.12M +$546K +30,003 +52%
Walleye Capital
42
Walleye Capital
New York
$1.07M +$1.52M +83,542 New
OQS
43
Occudo Quantitative Strategies
Florida
$959K +$1.19M +65,146 +649%
SEI Investments
44
SEI Investments
Pennsylvania
$908K +$311K +17,105 +31%
NIM
45
Needham Investment Management
New York
$893K +$410K +22,500 +47%
Wells Fargo
46
Wells Fargo
California
$865K +$946K +51,962 +328%
Rafferty Asset Management
47
Rafferty Asset Management
New York
$846K +$1.21M +66,296 New
RPI
48
Railway Pension Investments
United Kingdom
$813K +$1.16M +63,700 New
URS
49
Utah Retirement Systems
Utah
$807K +$1.15M +63,245 New
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$762K +$1.09M +59,747 New
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TDUP Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q4 2021, worth a combined $735M — down 13% from $849M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TDUP positions and 15 closed out — a net gain of 29 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $142M. The largest seller was Park West Asset Management, cutting an estimated $116M.

  • 101 institutional investors held ThredUp (TDUP) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $735M of ThredUp stock for Q4 2021, down 13% quarter-over-quarter.
  • 44 funds opened new ThredUp positions in Q4 2021 and 15 closed out, a net change of +29 holders.
  • The largest ThredUp buyer in Q4 2021 was Goldman Sachs, an estimated $142M added.
  • The largest ThredUp seller in Q4 2021 was Park West Asset Management, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2021.