We are live on ! Find out more
YOU icon

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.

New
Increased
Maintained
Reduced
Closed

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: 47 (+3)

26% more capital invested

Capital invested by funds: $1.56B → $1.97B (+$412M)

19% more funds holding

Funds holding: 121144 (+23)

5.28% more ownership

Funds ownership: 99.12%104.4% (+5.3%)

Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
37
Increased
53
Reduced
30
Closed
14
Calls
$12.6M
Puts
$4.03M
Net Calls
+$8.6M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
1
Durable Capital Partners
Maryland
$262M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$224M +$241M +9,817,214 New
DAL
3
Delta Air Lines
Georgia
$189M
Vanguard Group
4
Vanguard Group
Pennsylvania
$164M +$30.4M +1,238,353 +21%
GA
5
General Atlantic
New York
$160M
BlackRock
6
BlackRock
New York
$104M +$20.3M +826,003 +22%
Capital World Investors
7
Capital World Investors
California
$101M
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$85.1M +$49.8M +2,028,361 +120%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$59.6M +$30.1M +1,228,274 +89%
JP Morgan Chase
10
JP Morgan Chase
New York
$59.4M +$61.7M +2,516,582 +3,128%
Jennison Associates
11
Jennison Associates
New York
$41.5M +$15.4M +628,131 +53%
BCM
12
Bond Capital Management
California
$38.1M -$40.9M -1,665,940 -50%
FAM
13
Foxhaven Asset Management
Virginia
$37.5M +$40.2M +1,638,805 New
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$30.8M +$16.5M +674,117 +100%
Morgan Stanley
15
Morgan Stanley
New York
$28.6M +$1.09M +44,463 +4%
Goldman Sachs
16
Goldman Sachs
New York
$28.4M +$14.2M +577,008 +87%
State Street
17
State Street
Massachusetts
$27.7M +$5M +203,673 +20%
N
18
Nuveen
North Carolina
$26.4M +$11.1M +451,723 +64%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$25.5M +$12.2M +497,206 +80%
Baillie Gifford & Co
20
Baillie Gifford & Co
United Kingdom
$22.9M
AO
21
Allen Operations
New York
$22.4M
Millennium Management
22
Millennium Management
New York
$20.2M +$851K +34,708 +4%
ClearBridge Investments
23
ClearBridge Investments
New York
$17.5M +$4.61M +187,755 +32%
DSA
24
Davis Selected Advisers
Arizona
$16.3M -$670K -27,312 -4%
DCM
25
Driehaus Capital Management
Illinois
$15.9M +$5.12M +208,842 +43%

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.