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Texas Roadhouse

332 hedge funds and large institutions have $6.03B invested in Texas Roadhouse in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $169M | Put options by funds: $66.8M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

2.18% more ownership

Funds ownership: 92.38%94.55% (+2.2%)

0% more funds holding

Funds holding: 331332 (+1)

2% less capital invested

Capital invested by funds: $6.18B → $6.03B (-$154M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
48
Increased
125
Reduced
102
Closed
43
Calls
$169M
Puts
$66.8M
Net Calls
+$102M
Net Calls Change
+$7.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$672M +$9.81M +105,126 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M +$33.2M +355,427 +6%
MCM
3
Melvin Capital Management
New York
$370M +$65.3M +700,000 +21%
DCP
4
D1 Capital Partners
New York
$252M +$258M +2,764,000 New
Macquarie Group
5
Macquarie Group
Australia
$209M +$1.02M +10,917 +0.5%
State Street
6
State Street
Massachusetts
$193M +$4.11M +44,073 +2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$178M -$2.38M -25,521 -1%
Bank of America
8
Bank of America
North Carolina
$161M +$5.32M +56,998 +3%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$161M -$8.64M -92,547 -5%
Goldman Sachs
10
Goldman Sachs
New York
$148M +$43.4M +465,294 +40%
AllianceBernstein
11
AllianceBernstein
Tennessee
$142M -$17M -181,868 -10%
JP Morgan Chase
12
JP Morgan Chase
New York
$141M -$17.2M -184,656 -11%
GKIM
13
GW&K Investment Management
Massachusetts
$124M -$744K -7,977 -0.6%
Invesco
14
Invesco
Georgia
$109M -$196M -2,095,836 -64%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$109M +$241K +2,587 +0.2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$106M +$108M +1,158,727 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$97.4M +$1.48M +15,912 +2%
Northern Trust
18
Northern Trust
Illinois
$89.5M -$666K -7,132 -0.7%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$84.8M +$214K +2,297 +0.2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$84.3M -$2.64M -28,303 -3%
Charles Schwab
21
Charles Schwab
California
$76.2M +$5.3M +56,745 +7%
GCM
22
Geneva Capital Management
Wisconsin
$73.5M -$644K -6,905 -0.9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$70M +$2.42M +25,983 +4%
N
24
Nuveen
North Carolina
$55.5M +$13M +139,178 +30%
EAM
25
Erste Asset Management
Austria
$50.8M +$3.27M +35,000 +7%

TXRH Hedge Fund Activity: Q3 2021 in Review

332 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q3 2021, worth a combined $6.03B — down 2.5% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TXRH positions and 43 closed out — a net gain of 5 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $258M. The largest seller was Invesco, cutting an estimated $196M.

  • 332 institutional investors held Texas Roadhouse (TXRH) as of Q3 2021, up from 331 in Q2 2021.
  • Funds reported $6.03B of Texas Roadhouse stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 48 funds opened new Texas Roadhouse positions in Q3 2021 and 43 closed out, a net change of +5 holders.
  • The largest Texas Roadhouse buyer in Q3 2021 was D1 Capital Partners, an estimated $258M added.
  • The largest Texas Roadhouse seller in Q3 2021 was Invesco, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2021.