ThredUp
TDUP
109 hedge funds and large institutions have $106M invested in ThredUp in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 26 closing their positions.
219% more call options, than puts
Call options by funds: $482K | Put options by funds: $151K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 113 → 109 (-4)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
12.95% less ownership
Funds ownership: 101.16% → 88.21% (-13%)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
28% less capital invested
Capital invested by funds: $148M → $106M (-$41.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$8.94M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.77M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.18M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$2.51M |
| 5 |
Morgan Stanley
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.15M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.82M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$5.42M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$4.37M |
| 5 |
SP
StackLine Partners
New York
|
-$2.9M |
TDUP Hedge Fund Activity: Q3 2022 in Review
109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q3 2022, worth a combined $106M — down 28% from $148M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of TDUP and 22 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 34 added.
The largest buyer was Capital World Investors, adding an estimated $8.94M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.15M.
- 109 institutional investors held ThredUp (TDUP) as of Q3 2022, down from 113 in Q2 2022.
- Funds reported $106M of ThredUp stock for Q3 2022, down 28% quarter-over-quarter.
- 22 funds opened new ThredUp positions in Q3 2022 and 26 closed out, a net change of -4 holders.
- The largest ThredUp buyer in Q3 2022 was Capital World Investors, an estimated $8.94M added.
- The largest ThredUp seller in Q3 2022 was T. Rowe Price Associates, an estimated $8.15M sold.
Based on aggregated 13F filings for Q3 2022.