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Texas Roadhouse

331 hedge funds and large institutions have $4.53B invested in Texas Roadhouse in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 100

9% more funds holding

Funds holding: 304331 (+27)

5% more capital invested

Capital invested by funds: $4.33B → $4.53B (+$196M)

1.17% less ownership

Funds ownership: 92.55%91.38% (-1.2%)

44% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $22.3M

Holders
331
Holders Change
+27
Holders Change %
+8.88%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
55
Increased
128
Reduced
100
Closed
26
Calls
$12.4M
Puts
$22.3M
Net Calls
-$9.93M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$583M -$25M -367,972 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$419M +$19.3M +284,604 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$377M +$19.8K +291 +0%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$162M +$103K +1,520 +0.1%
State Street
5
State Street
Massachusetts
$157M +$2.57M +37,913 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$140M -$4.38M -64,562 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$122M -$28.2M -414,752 -19%
Ameriprise
8
Ameriprise
Minnesota
$118M +$1.23M +18,062 +1%
CAM
9
Congress Asset Management
Massachusetts
$106M -$1.81M -26,658 -2%
Invesco
10
Invesco
Georgia
$105M -$1.36M -20,042 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$99.6M -$9.36M -137,918 -9%
Northern Trust
12
Northern Trust
Illinois
$89.8M +$715K +10,538 +0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$77.5M -$1.93M -28,374 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$77M +$8.58M +126,398 +13%
Goldman Sachs
15
Goldman Sachs
New York
$72.6M +$23.5M +346,494 +49%
WRF
16
Waddell & Reed Financial
Kansas
$69.8M +$13.9M +205,401 +26%
GKIM
17
GW&K Investment Management
Massachusetts
$69.4M +$20.5M +301,378 +43%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$61.8M +$11.1M +163,149 +22%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$59.4M -$11.4M -167,467 -16%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$51.5M +$3.15M +46,417 +7%
O
21
OppenheimerFunds
New York
$51.2M +$5.7M +83,984 +13%
Norges Bank
22
Norges Bank
Norway
$50.8M
FCM
23
Frontier Capital Management
Massachusetts
$50.5M +$2.74M +40,332 +6%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$50.3M -$9.71M -143,051 -16%
EVM
25
Eaton Vance Management
Massachusetts
$49.3M +$852K +12,552 +2%

TXRH Hedge Fund Activity: Q3 2018 in Review

331 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q3 2018, worth a combined $4.53B — up 4.5% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TXRH positions and 26 closed out — a net gain of 29 holders — while 128 added to existing stakes and 100 trimmed.

The largest buyer was Squarepoint, adding an estimated $24.3M. The largest seller was Prudential Financial, cutting an estimated $46.1M.

  • 331 institutional investors held Texas Roadhouse (TXRH) as of Q3 2018, up from 304 in Q2 2018.
  • Funds reported $4.53B of Texas Roadhouse stock for Q3 2018, up 4.5% quarter-over-quarter.
  • 55 funds opened new Texas Roadhouse positions in Q3 2018 and 26 closed out, a net change of +29 holders.
  • The largest Texas Roadhouse buyer in Q3 2018 was Squarepoint, an estimated $24.3M added.
  • The largest Texas Roadhouse seller in Q3 2018 was Prudential Financial, an estimated $46.1M sold.

Based on aggregated 13F filings for Q3 2018.