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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$723K +$516K +28,346 +100%
Squarepoint
52
Squarepoint
New York
$703K +$1M +55,069 New
JF
53
Jump Financial
Illinois
$694K +$990K +54,400 New
QT
54
Quantbot Technologies
New York
$682K +$974K +53,494 New
CM
55
Caption Management
Oklahoma
$659K +$939K +51,600 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$641K +$601K +33,014 +192%
SC
57
Shellback Capital
Massachusetts
$635K +$905K +49,734 New
Aberdeen Group
58
Aberdeen Group
United Kingdom
$610K +$870K +47,775 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$605K +$863K +47,400 New
LP
60
LMR Partners
United Kingdom
$564K +$804K +44,180 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$466K +$382K +21,002 +136%
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
$459K – – –
PI
63
PEAK6 Investments
Illinois
$454K +$647K +35,551 New
HT
64
HAP Trading
New York
$443K +$632K +34,699 New
PCM
65
Prelude Capital Management
New York
$412K +$587K +32,255 New
Two Sigma Advisers
66
Two Sigma Advisers
New York
$330K +$471K +25,900 New
CS
67
Credit Suisse
Switzerland
$326K +$463K +25,456 New
ACM
68
AKRE Capital Management
Virginia
$287K – – –
Charles Schwab
69
Charles Schwab
California
$257K +$366K +20,108 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$232K +$331K +18,198 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$230K +$80.8K +4,439 +33%
DTL
72
Dynamic Technology Lab
Singapore
$228K +$53K +2,913 +19%
US Bancorp
73
US Bancorp
Minnesota
$228K +$325K +17,879 New
MAM
74
Must Asset Management
South Korea
$208K – – –
TOPU
75
Trustees of Princeton University
New Jersey
$207K +$296K +16,242 New
1 2
3
4 5

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.