Thryv Holdings
THRY
41 hedge funds and large institutions have $653M invested in Thryv Holdings in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
128% more funds holding
Funds holding: 18 → 41 (+23)
72% more capital invested
Capital invested by funds: $379M → $653M (+$274M)
5.88% less ownership
Funds ownership: 90.42% → 84.55% (-5.9%)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$16.7M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$13.7M |
| 3 |
BCM
Brooktree Capital Management
Gand Rapids,
Michigan
|
+$4.12M |
| 4 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$2.99M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mudrick Capital Management
New York
|
-$20.2M |
| 2 |
GH
Grosvenor Holdings
Chicago,
Illinois
|
-$12.1M |
| 3 |
PC
Paulson & Co
New York
|
-$8.31M |
| 4 |
GAM
Goldentree Asset Management
New York
|
-$4.44M |
| 5 |
WHP
Washington Harbour Partners
Arlington,
Virginia
|
-$3.11M |
THRY Hedge Fund Activity: Q1 2021 in Review
41 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Thryv Holdings (THRY) for Q1 2021, worth a combined $653M — up 72% from $379M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new THRY positions and 3 closed out — a net gain of 23 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.7M. The largest seller was Mudrick Capital Management, cutting an estimated $20.2M.
- 41 institutional investors held Thryv Holdings (THRY) as of Q1 2021, up from 18 in Q4 2020.
- Funds reported $653M of Thryv Holdings stock for Q1 2021, up 72% quarter-over-quarter.
- 26 funds opened new Thryv Holdings positions in Q1 2021 and 3 closed out, a net change of +23 holders.
- The largest Thryv Holdings buyer in Q1 2021 was Ophir Asset Management, an estimated $16.7M added.
- The largest Thryv Holdings seller in Q1 2021 was Mudrick Capital Management, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2021.