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99 hedge funds and large institutions have $485M invested in ThredUp in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

26% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $8.11M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 101 → 99 (-2)

2.4% less ownership

Funds ownership: 110.32% → 107.92% (-2.4%)

34% less capital invested

Capital invested by funds: $735M → $485M (-$250M)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
41
Reduced
21
Closed
25
Calls
$10.2M
Puts
$8.11M
Net Calls
+$2.08M
Net Calls Change
+$429K

Top Buyers

Rank Fund Capital Flow
1
UVM
Upfront Ventures Management
California
+$31.6M
2
Capital World Investors
Capital World Investors
California
+$22.6M
3
SP
StackLine Partners
New York
+$15.9M
4
BCM
Bares Capital Management
Texas
+$8.81M
5
Jane Street
Jane Street
New York
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$23M
2
GIM
Granahan Investment Management
Massachusetts
-$10.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.9M
4
NRCM
Northern Right Capital Management
Connecticut
-$5.03M
5
MCCP
Mission Creek Capital Partners
California
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$3.51M -$563K -64,667 -12%
Bank of America
27
Bank of America
North Carolina
$3.09M +$2.05M +234,861 +141%
PI
28
Putnam Investments
Massachusetts
$2.18M +$62.8K +7,210 +3%
Northern Trust
29
Northern Trust
Illinois
$2.16M +$62.1K +7,132 +3%
HF
30
HRT Financial
New York
$1.95M +$2.21M +253,869 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.26M -$211K -24,210 -13%
Morgan Stanley
32
Morgan Stanley
New York
$1.24M -$2.62M -300,993 -65%
Squarepoint
33
Squarepoint
New York
$1.19M +$863K +99,152 +180%
Citadel Advisors
34
Citadel Advisors
Florida
$1.1M +$1.24M +142,447 New
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$1.07M -$1.43M -164,406 -54%
TC
36
TwinBeech Capital
New York
$980K +$1.11M +127,239 New
NIM
37
Needham Investment Management
New York
$955K +$470K +54,000 +77%
Swiss National Bank
38
Swiss National Bank
Switzerland
$951K +$663K +76,100 +161%
AIM
39
Artemis Investment Management
United Kingdom
$923K +$283K +32,549 +37%
PMAM
40
Penn Mutual Asset Management
Pennsylvania
$922K +$1.04M +119,701 New
PP
41
PDT Partners
New York
$818K +$788K +90,507 +576%
CSS
42
Cubist Systematic Strategies
Connecticut
$811K -$531K -60,959 -37%
KRC
43
Kehrs Ridge Capital
New Jersey
$770K -$697K -80,000 -44%
NFC
44
Northeast Financial Consultants
Connecticut
$742K – – –
Wells Fargo
45
Wells Fargo
California
$723K +$229K +26,247 +39%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$699K +$353K +40,506 +81%
CM
47
Caption Management
Oklahoma
$688K +$328K +37,706 +73%
Group One Trading
48
Group One Trading
Illinois
$675K +$763K +87,659 New
Rafferty Asset Management
49
Rafferty Asset Management
New York
$635K +$141K +16,210 +24%
OQS
50
Occudo Quantitative Strategies
Florida
$630K +$58.3K +6,694 +9%
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TDUP Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q1 2022, worth a combined $485M — down 34% from $735M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TDUP and 23 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 41 added.

The largest buyer was Upfront Ventures Management, opening a new position worth an estimated $31.6M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $23M sold.

  • 99 institutional investors held ThredUp (TDUP) as of Q1 2022, down from 101 in Q4 2021.
  • Funds reported $485M of ThredUp stock for Q1 2022, down 34% quarter-over-quarter.
  • 23 funds opened new ThredUp positions in Q1 2022 and 25 closed out, a net change of -2 holders.
  • The largest ThredUp buyer in Q1 2022 was Upfront Ventures Management, an estimated $31.6M added.
  • The largest ThredUp seller in Q1 2022 was Massachusetts Financial Services, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2022.