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Clear Secure

181 hedge funds and large institutions have $1.8B invested in Clear Secure in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

53% more call options, than puts

Call options by funds: $22M | Put options by funds: $14.4M

10% more funds holding

Funds holding: 164181 (+17)

2.43% less ownership

Funds ownership: 108.21%105.77% (-2.4%)

21% less capital invested

Capital invested by funds: $2.26B → $1.8B (-$465M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
76
Reduced
48
Closed
19
Calls
$22M
Puts
$14.4M
Net Calls
+$7.57M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$895
FHA
177
First Horizon Advisors
Tennessee
$743 -$1.6K -72 -65%
GWS
178
Glassman Wealth Services
Virginia
$573 +$665 +30 New
BIA
179
Bell Investment Advisors
California
$476 +$554 +25 New
FFA
180
Farther Finance Advisors
California
$286
SWA
181
Sutton Wealth Advisors
Florida
$152
AF
182
Allworth Financial
California
$77
BL
183
BWCP LP
Texas
-$5.9M -254,679 Closed
ACH
184
ArrowMark Colorado Holdings
Colorado
-$2.92M -126,200 Closed
KIA
185
Knollwood Investment Advisory
Maryland
-$2.78M -120,000 Closed
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
-$1.58M -68,302 Closed
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
-$1.5M -64,875 Closed
Capital Fund Management (CFM)
188
Capital Fund Management (CFM)
France
-$1.16M -49,936 Closed
Simplex Trading
189
Simplex Trading
Illinois
-$913K -41,196 Closed
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
-$393K -16,977 Closed
FRM
191
Fox Run Management
Connecticut
-$384K -16,574 Closed
NRD
192
Nebula Research & Development
New York
-$311K -13,443 Closed
DS
193
Dudley & Shanley
Florida
-$273K -11,800 Closed
Voloridge Investment Management
194
Voloridge Investment Management
Florida
-$248K -10,709 Closed
DT
195
Diversified Trust
Tennessee
-$238K -10,282 Closed
Principal Financial Group
196
Principal Financial Group
Iowa
-$228K -9,845 Closed
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
-$211K -9,091 Closed
GGHC
198
Gilder Gagnon Howe & Co
New York
-$11.4K -494 Closed
SF
199
Safeguard Financial
Wisconsin
-$1K -54 Closed

YOU Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Clear Secure (YOU) for Q3 2023, worth a combined $1.8B — down 21% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YOU positions and 19 closed out — a net gain of 18 holders — while 76 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $41.3M. The largest seller was Durable Capital Partners, cutting an estimated $69M.

  • 181 institutional investors held Clear Secure (YOU) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $1.8B of Clear Secure stock for Q3 2023, down 21% quarter-over-quarter.
  • 37 funds opened new Clear Secure positions in Q3 2023 and 19 closed out, a net change of +18 holders.
  • The largest Clear Secure buyer in Q3 2023 was Goldman Sachs, an estimated $41.3M added.
  • The largest Clear Secure seller in Q3 2023 was Durable Capital Partners, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2023.