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63 hedge funds and large institutions have $764M invested in ThredUp in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

56% more capital invested

Capital invested by funds: $489M → $764M (+$275M)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

19% more funds holding

Funds holding: 53 → 63 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.85% less ownership

Funds ownership: 178.45% → 176.6% (-1.9%)

55% less call options, than puts

Call options by funds: $6.83M | Put options by funds: $15.2M

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
18
Reduced
12
Closed
15
Calls
$6.83M
Puts
$15.2M
Net Calls
-$8.41M
Net Calls Change
-$8.41M

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$25.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$24.1M
3
Artisan Partners
Artisan Partners
Wisconsin
+$21.5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$17M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$14M
2
Millennium Management
Millennium Management
New York
-$5.91M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.55M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.21M
5
Goldman Sachs
Goldman Sachs
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$173K +$116K +5,369 +929%
EW
52
Evoke Wealth
California
$145K +$108K +5,000 New
Morgan Stanley
53
Morgan Stanley
New York
$98K +$41.5K +1,926 +131%
CG
54
Cutler Group
California
$61K +$45.3K +2,100 New
TRCT
55
Tower Research Capital (TRC)
New York
$59K +$14.9K +690 +51%
GRP
56
Global Retirement Partners
California
$29K +$65 +3 +0.3%
Osaic Holdings
57
Osaic Holdings
Arizona
$23K +$14.2K +658 +577%
JG
58
Jefferies Group
New York
$15.4K +$11.5K +531 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$9K – – –
PGAM
60
Princeton Global Asset Management
New Jersey
$3K -$4.31K -200 -67%
BFC
61
Bedel Financial Consulting
Indiana
$3K +$2.16K +100 New
WAS
62
Winch Advisory Services
Wisconsin
$1K +$1.08K +50 New
MGIM
63
M&G Investment Management
United Kingdom
$854 +$635K +29,461 New
ACH
64
ArrowMark Colorado Holdings
Colorado
– -$14M -600,000 Closed
Millennium Management
65
Millennium Management
New York
– -$5.91M -253,202 Closed
Goldman Sachs
66
Goldman Sachs
New York
– -$3.87M -165,803 Closed
CCM
67
CAAS Capital Management
New York
– -$2.33M -100,000 Closed
Norges Bank
68
Norges Bank
Norway
– -$1.63M -70,000 Closed
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
– -$1.1M -47,000 Closed
OMC
70
Old Mission Capital
Illinois
– -$583K -24,984 Closed
DKCM
71
Davidson Kempner Capital Management
New York
– -$466K -20,000 Closed
M&T Bank
72
M&T Bank
New York
– -$362K -15,505 Closed
MIM
73
Monashee Investment Management
Massachusetts
– -$350K -15,000 Closed
AGM
74
Alpine Global Management
New York
– -$256K -10,959 Closed
ACG
75
Anchorage Capital Group
New York
– -$233K -10,000 Closed
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TDUP Hedge Fund Activity: Q2 2021 in Review

63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q2 2021, worth a combined $764M — up 56% from $489M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TDUP positions and 15 closed out — a net gain of 11 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $25.1M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $14M sold.

  • 63 institutional investors held ThredUp (TDUP) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $764M of ThredUp stock for Q2 2021, up 56% quarter-over-quarter.
  • 26 funds opened new ThredUp positions in Q2 2021 and 15 closed out, a net change of +11 holders.
  • The largest ThredUp buyer in Q2 2021 was Penserra Capital Management, an estimated $25.1M added.
  • The largest ThredUp seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2021.