Clear Secure
169 hedge funds and large institutions have $2.52B invested in Clear Secure in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 29 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 29
99% more call options, than puts
Call options by funds: $41.6M | Put options by funds: $21M
69% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 29
13% more funds holding
Funds holding: 149 → 169 (+20)
1.66% more ownership
Funds ownership: 105.14% → 106.8% (+1.7%)
2% more capital invested
Capital invested by funds: $2.47B → $2.52B (+$51.4M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$51.3M |
| 2 |
Goldman Sachs
New York
|
+$30M |
| 3 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
+$25.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$19M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$61.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$35M |
| 3 |
Morgan Stanley
New York
|
-$7.23M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$6.18M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
-$5.66M |
YOU Hedge Fund Activity: Q1 2023 in Review
169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Clear Secure (YOU) for Q1 2023, worth a combined $2.52B — up 2.1% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new YOU positions and 29 closed out — a net gain of 20 holders — while 66 added to existing stakes and 29 trimmed.
The largest buyer was Brown Advisory, opening a new position worth an estimated $51.3M. The largest seller was General Atlantic, cutting an estimated $61.1M.
- 169 institutional investors held Clear Secure (YOU) as of Q1 2023, up from 149 in Q4 2022.
- Funds reported $2.52B of Clear Secure stock for Q1 2023, up 2.1% quarter-over-quarter.
- 49 funds opened new Clear Secure positions in Q1 2023 and 29 closed out, a net change of +20 holders.
- The largest Clear Secure buyer in Q1 2023 was Brown Advisory, an estimated $51.3M added.
- The largest Clear Secure seller in Q1 2023 was General Atlantic, an estimated $61.1M sold.
Based on aggregated 13F filings for Q1 2023.