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106 hedge funds and large institutions have $141M invested in ThredUp in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $811K | Put options by funds: $145K

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 106 → 106 (0)

3.95% less ownership

Funds ownership: 84.99% → 81.04% (-3.9%)

45% less capital invested

Capital invested by funds: $256M → $141M (-$115M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
52
Reduced
18
Closed
17
Calls
$811K
Puts
$145K
Net Calls
+$666K
Net Calls Change
-$691K

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$2.61M
2
Capital World Investors
Capital World Investors
California
+$1.34M
3
BlackRock
BlackRock
New York
+$1.22M
4
Wells Fargo
Wells Fargo
California
+$1.04M
5
Fidelity International
Fidelity International
Bermuda
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.02M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.2M
3
PWAM
Park West Asset Management
California
-$3.01M
4
EI
EAM Investors
California
-$2.62M
5
KLC
Kent Lake Capital
Nevada
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$19.3M +$1.34M +516,000 +6%
Goldman Sachs
2
Goldman Sachs
New York
$17.5M – – –
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.8M +$15.9K +6,119 +0.1%
BlackRock
4
BlackRock
New York
$11M +$1.22M +468,412 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.7M +$556K +213,991 +5%
BCM
6
Bares Capital Management
Texas
$7.17M +$485K +186,579 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$6.81M -$8.02M -3,085,683 -50%
Ameriprise
8
Ameriprise
Minnesota
$6.36M +$62.4K +24,012 +0.9%
Fidelity International
9
Fidelity International
Bermuda
$6.12M +$1.04M +398,684 +17%
NIM
10
Needham Investment Management
New York
$4.28M +$2.61M +1,002,500 +111%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.65M +$263K +101,095 +7%
State Street
12
State Street
Massachusetts
$3.17M +$127K +48,935 +4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.57M +$114K +43,751 +4%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.42M +$860K +330,968 +45%
GCP
15
GSA Capital Partners
United Kingdom
$1.97M +$895K +344,348 +65%
GIM
16
Granahan Investment Management
Massachusetts
$1.74M -$574K -220,705 -22%
Marshall Wace
17
Marshall Wace
United Kingdom
$1.71M +$939K +361,364 +90%
BCM
18
Bourgeon Capital Management
Connecticut
$1.56M – – –
Northern Trust
19
Northern Trust
Illinois
$1.44M +$116K +44,500 +7%
Millennium Management
20
Millennium Management
New York
$1.44M +$1.02M +392,822 +160%
Wells Fargo
21
Wells Fargo
California
$952K +$1.04M +399,559 +1,704%
Morgan Stanley
22
Morgan Stanley
New York
$920K +$862K +331,613 +428%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$892K -$920K -354,035 -47%
PAM
24
Panagora Asset Management
Massachusetts
$817K +$9.44K +3,631 +1%
Renaissance Technologies
25
Renaissance Technologies
New York
$808K +$118K +45,400 +14%
1
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TDUP Hedge Fund Activity: Q4 2023 in Review

106 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q4 2023, worth a combined $141M — down 45% from $256M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TDUP positions and 17 closed out — a net gain of 1 holder — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.61M. The largest seller was Fidelity Investments, cutting an estimated $8.02M.

  • 106 institutional investors held ThredUp (TDUP) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $141M of ThredUp stock for Q4 2023, down 45% quarter-over-quarter.
  • 18 funds opened new ThredUp positions in Q4 2023 and 17 closed out, a net change of +1 holder.
  • The largest ThredUp buyer in Q4 2023 was Needham Investment Management, an estimated $2.61M added.
  • The largest ThredUp seller in Q4 2023 was Fidelity Investments, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2023.