Clear Secure
218 hedge funds and large institutions have $1.95B invested in Clear Secure in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 61 reducing their positions, and 29 closing their positions.
250% more call options, than puts
Call options by funds: $41.9M | Put options by funds: $12M
48% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 61
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
4% more funds holding
Funds holding: 209 → 218 (+9)
3% more capital invested
Capital invested by funds: $1.9B → $1.95B (+$47.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.15% less ownership
Funds ownership: 102.19% → 98.03% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.5M |
| 2 |
BlackRock
New York
|
+$23.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$136M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$61M |
| 3 |
GA
General Atlantic
New York
|
-$41.9M |
| 4 |
Goldman Sachs
New York
|
-$32M |
| 5 |
Jennison Associates
New York
|
-$20.7M |
YOU Hedge Fund Activity: Q1 2024 in Review
218 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Clear Secure (YOU) for Q1 2024, worth a combined $1.95B — up 2.5% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new YOU positions and 29 closed out — a net gain of 13 holders — while 90 added to existing stakes and 61 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $24.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $136M.
- 218 institutional investors held Clear Secure (YOU) as of Q1 2024, up from 209 in Q4 2023.
- Funds reported $1.95B of Clear Secure stock for Q1 2024, up 2.5% quarter-over-quarter.
- 42 funds opened new Clear Secure positions in Q1 2024 and 29 closed out, a net change of +13 holders.
- The largest Clear Secure buyer in Q1 2024 was Fidelity Investments, an estimated $24.5M added.
- The largest Clear Secure seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $136M sold.
Based on aggregated 13F filings for Q1 2024.