Successful Investing takes time, discipline and patience.
– Warren Buffett
CHWY
CHEWY INC
$84.10
$2.28 (2.79%)
Last Close: 2021-04-09
Add to My Stocks
CHWYstill within Q4 price range
Q4 Low
Q4 High
$72.93 
Q4 Avg
$84.1 
last close
CHWY
$56.16
$118.69
10-01
12-31
04-09
$56.16 Q4 Low
$107.49 Q4 High
$84.10 last close
HedgeMind 
Core Managers
381
HedgeMind 
Hedge Funds
Institutional
 Investors
CHWY – Stock Holders
All
17
10,183,977 SH
New Buy
4
227,494 SH
Increased
2
6,907,104 SH
Unchanged
4
118,881 SH
Decreased
7
2,930,498 SH
Sold Out
5
138,845 SH
High Conviction
2
595,300 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Andrew Telfer
BAILLIE GIFFORD CO
6,640,404 SH
+171,632 SH
0.33% P.W.
2.58% new
Eashwar Krishnan
TYBOURNE CAPITAL MANAGEMENT HK LTD
1,599,532 SH
-65,399 SH
2.99% P.W.
3.93% sold
Glen Kacher
LIGHT STREET CAPITAL MANAGEMENT LLC
536,715 SH
-164,785 SH
1.44% P.W.
23.49% sold
Dennis Goldstein
RIP ROAD CAPITAL PARTNERS LP
328,600 SH
-83,800 SH
8.83% P.W.
20.32% sold
Alex Klabin
SENATOR INVESTMENT GROUP LP
275,000 SH
-225,000 SH
0.47% P.W.
45.00% sold
James Berylson
BERYLSON CAPITAL PARTNERS LLC
266,700 SH
+33,000 SH
4.1% P.W.
12.37% new
David Meyer
CONTOUR ASSET MANAGEMENT LLC
134,835 SH
+134,835 SH
0.45% P.W.
100% new
Traci Lerner
CHESCAPMANAGER LLC
115,658 SH
-195,000 SH
1.27% P.W.
62.77% sold
Richard Walters
STONY POINT CAPITAL LLC
88,465 SH
0 SH
3.48% P.W.
(unchanged)
Karl Kroeker
WOODLINE PARTNERS LP
86,843 SH
+86,843 SH
0.21% P.W.
100% new
Jon Hilsabeck
SHELLBACK CAPITAL LP
40,000 SH
-55,000 SH
0.29% P.W.
57.89% sold
Arne Alsin
WORM CAPITAL LLC
34,993 SH
-3,743 SH
0.78% P.W.
9.66% sold
Brett Barakett
TREMBLANT CAPITAL
19,016 SH
0 SH
0.05% P.W.
(unchanged)
Robert Addison Day
OAKMONT CORP
6,400 SH
0 SH
0.05% P.W.
(unchanged)
Chris LaSusa
KCL CAPITAL L P
5,533 SH
+5,533 SH
0.05% P.W.
100% new
Matthew Halbower
PENTWATER CAPITAL MANAGEMENT LP
5,000 SH
0 SH
0.01% P.W.
(unchanged)
Lee Ainslie
MAVERICK CAPITAL LTD
283 SH
+283 SH
<0.01% P.W.
100% new
Alex Yakirevich
PIER CAPITAL LLC
0 SH
-8,713 SH
<0.01% P.W.
100% sold
Jason Lieber
MYDA ADVISORS LLC
0 SH
-15,000 SH
<0.01% P.W.
100% sold
George Soros
SOROS FUND MANAGEMENT LLC
0 SH
-23,657 SH
<0.01% P.W.
100% sold
Brad Dunkley
WARATAH CAPITAL ADVISORS LTD
0 SH
-42,325 SH
<0.01% P.W.
100% sold
Jay Freedman
CRYSTAL ROCK CAPITAL MANAGEMENT
0 SH
-49,150 SH
<0.01% P.W.
100% sold
CHWY – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
PUT
Robert Pohly
SAMLYN CAPITAL LLC
374,600 SH
+374,600 SH
0.48% P.W.
100% new
PUT
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
175,000 SH
-25,000 SH
0.25% P.W.
12.50% sold
PUT
Steve Cohen
POINT72 ASSET MANAGEMENT LP
147,800 SH
+147,800 SH
0.06% P.W.
100% new
5%+ Shareholders
13D-G Filings Since 2020-07-01
LONE PINE CAPITAL LLC
Stephen Mandel
CHWY
0 SH
0.00% Ownership
16:36:17
2021-02-16
VIKING GLOBAL INVESTORS LP
Andreas Halvorsen
CHWY
0 SH
0.00% Ownership
19:31:39
2021-02-12
BAILLIE GIFFORD CO
Andrew Telfer
CHWY
6,640,404 SH
6.97% Ownership
10:59:45
2021-01-20
Core Consensus Ratings
2020-12-31 to 2021-04-09
Reduce
HedgeMind Stock Rating
95
Popularity Rank
HedgeMind Sentiment
27%
55%
100
0
Q2
36
50
Q3
62
24
Q4
32
60
20Q1
39
48
Q2
44
48
Q3
27
55
Q4
21Q1
Q2
CHWY
$22.13
$118.69
41.44
60.75
80.07
99.38
Key Stats
2020-12-312021-04-09
20Q4Q/Q Change
Total # of Holders 17 -1
Holders % of Core Managers 4.46% -0.35 pp
Total Shares Held 10.18M -499.45K
Share Inflows 432.13K -1.76M
Share Outflows 931.57K -2.85M
PUT/CALL Ration/a 
Shares In PUT697.40K 
Shares In CALL0.00 
Holders % of Core Managers
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$22.13
$118.69
46.27
70.41
94.55
2%
4%
6%
CHWY
8%
Shares Held by Core Managers
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$22.13
$118.69
54.32
86.50
10.00M
20.00M
CHWY
30.00M
Share & Money Flows
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$22.13
$118.69
35.92
49.72
63.51
77.31
91.10
104.90
-10.00M
-5.00M
0.00
5.00M
10.00M
15.00M
CHWY
20.00M
Share Inflows
Share Outflows
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$22.13
$118.69
41.44
60.75
80.07
99.38
-200.00M
0.00
200.00M
400.00M
CHWY
$600.00M
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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