Clear Secure
144 hedge funds and large institutions have $1.97B invested in Clear Secure in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.
214% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $4.03M
164% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 14
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
26% more capital invested
Capital invested by funds: $1.56B → $1.97B (+$412M)
19% more funds holding
Funds holding: 121 → 144 (+23)
5.28% more ownership
Funds ownership: 99.12% → 104.4% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$61.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$49.8M |
| 3 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
+$40.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$317M |
| 2 |
BCM
Bond Capital Management
San Francisco,
California
|
-$40.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.75M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$6.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$40K | -2,000 | Closed |
|
152
Group One Trading
Chicago,
Illinois
| – | -$37.7K | -1,536 | Closed |
|
|
GWMIA
153
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$14K | -700 | Closed |
|
|
VVP
154
Venture Visionary Partners
Sylvania,
Ohio
| – | -$4.8K | -240 | Closed |
|
|
CAL
155
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$98 | +4 | New |
|
|
C
156
Covestor
London,
United Kingdom
| – | +$147 | +6 | New |
|
|
EI
157
Ellevest Inc
New York
| – | +$172 | +7 | New |
|
|
WFA
158
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| – | +$515 | +21 | New |
|
YOU Hedge Fund Activity: Q3 2022 in Review
144 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Clear Secure (YOU) for Q3 2022, worth a combined $1.97B — up 26% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new YOU positions and 14 closed out — a net gain of 23 holders — while 53 added to existing stakes and 30 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $61.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $317M.
- 144 institutional investors held Clear Secure (YOU) as of Q3 2022, up from 121 in Q2 2022.
- Funds reported $1.97B of Clear Secure stock for Q3 2022, up 26% quarter-over-quarter.
- 37 funds opened new Clear Secure positions in Q3 2022 and 14 closed out, a net change of +23 holders.
- The largest Clear Secure buyer in Q3 2022 was JP Morgan Chase, an estimated $61.7M added.
- The largest Clear Secure seller in Q3 2022 was T. Rowe Price Associates, an estimated $317M sold.
Based on aggregated 13F filings for Q3 2022.