ATRENEW INC RERE
SPONSORED ADS · ADR · CUSIP 00138L108 · ISIN US00138L1089
- SectorConsumer discretionary
- IndustryRetail-Retail Stores, NEC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $2.92. Options: 1 managers hold calls ($1.3k notional), 0 hold puts (—).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 27 |
| Q4 2022 | 28 |
| Q1 2023 | 23 |
| Q2 2023 | 28 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 16 | 12 |
| Q1 2023 | 8 | 9 |
| Q2 2023 | 12 | 6 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $1.3k | $0 | 0.00 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +137.1k |
| BANK OF AMERICA CORP /DE/ | Added | +121.8k |
| Invesco Ltd. | New | +81.0k |
| STATE STREET CORP | Added | +78.7k |
| TWO SIGMA INVESTMENTS, LP | New | +46.8k |
| MARSHALL WACE, LLP | New | +37.5k |
| Vident Investment Advisory, LLC | Added | +24.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +23.5k |
| RHUMBLINE ADVISERS | New | +18.4k |
| D. E. Shaw & Co., Inc. | Added | +9.8k |
Biggest sellers
| Prescott Group Capital Management, L.L.C. | Reduced | -152.7k |
| BlackRock Inc. | Reduced | -112.5k |
| UBS Group AG | Reduced | -8.3k |
| Mariner, LLC | Reduced | -6.6k |
| CITIGROUP INC | Reduced | -181 |
| Blue Trust, Inc. | Sold out | -162 |
Biggest calls
| Leverage Partners Absolute Return Fund SPC | New | $1.3k32.0k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| TIGER GLOBAL MANAGEMENT LLC 13G · passive investor filed 2025-08-14 | 7.4% |
Fell to 5% or below in the last year: MORGAN STANLEY (4.5%, 2026-02-11)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC 0.28% of their portfolio | 11.5m $33.5m | Unchanged |
| Tiger Pacific Capital LP 1.65% of their portfolio | 2.1m $6.0m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $5.1m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.7m $4.8m | Reduced -8.3k |
| Prescott Group Capital Management, L.L.C. 0.45% of their portfolio | 695.0k $2.0m | Reduced -152.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 661.1k $1.9m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 637.8k $1.9m | Reduced -112.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 557.8k $1.6m | Added +137.1k |
| Greenwoods Asset Management Hong Kong Ltd. 0.07% of their portfolio | 525.0k $1.5m | Unchanged |
| Yong Rong (HK) Asset Management Ltd 0.64% of their portfolio | 500.0k $1.5m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 393.3k $1.1m | Added +121.8k |
| STATE STREET CORP 0.00% of their portfolio | 374.6k $1.1m | Added +78.7k |
| NORGES BANK 0.00% of their portfolio | 194.0k $566.6k | Unchanged |
| Yiheng Capital Management, L.P. 0.04% of their portfolio | 163.5k $477.4k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 111.3k $325.0k | Added +23.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 82.6k $241.3k | Added +9.8k |
| Invesco Ltd. 0.00% of their portfolio | 81.0k $236.5k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 46.8k $136.6k | New |
| Vident Investment Advisory, LLC 0.00% of their portfolio | 45.0k $131.3k | Added +24.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 37.5k $109.6k | New |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 30.0k $87.6k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.4k $53.8k | New |
| Mariner, LLC 0.00% of their portfolio | 11.0k $32.1k | Reduced -6.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.2k $9.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 1.0k $3.0k | Reduced -181 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 558 $1.6k | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 5 $19 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |