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Squarepoint

Squarepoint Portfolio holdings

AUM $85.1B
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
+17.08%
1 Year Est. Return
+20.93%
3 Year Est. Return
+51.38%
5 Year Est. Return
+34.63%
10 Year Est. Return
+146.23%
AUM
$13.4B
AUM Growth
+$5.98B
Cap. Flow
+$4.58B
Cap. Flow %
34.18%
Top 10 Hldgs %
24.57%
Holding
3,476
New
1,044
Increased
804
Reduced
979
Closed
616

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$51.4M
2
LOW icon
Lowe's Companies
LOW
+$45.3M
3
CVS icon
CVS Health
CVS
+$37.3M
4
LLY icon
Eli Lilly
LLY
+$32.7M
5
SO icon
Southern Company
SO
+$30.6M

Sector Composition

Rank Sector Weight
1 Technology 14.47%
2 Consumer Discretionary 11.59%
3 Healthcare 8.66%
4 Financials 6.8%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPNT
3376
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
-12,087
Closed -$90K
VLDR
3377
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
-18,979
Closed -$355K
QUMU
3378
DELISTED
Qumu Corp.
QUMU
-27,706
Closed -$128K
STOR
3379
DELISTED
STORE Capital Corporation
STOR
-22,688
Closed -$622K
HYRE
3380
DELISTED
HyreCar Inc. Common Stock
HYRE
-68,969
Closed -$217K
BIOR
3381
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
-59
Closed -$133K
OTIC
3382
DELISTED
Otonomy, Inc.
OTIC
-33,642
Closed -$136K
NH
3383
DELISTED
NantHealth, Inc
NH
-1,604
Closed -$56K
CRHC.U
3384
DELISTED
Cohn Robbins Holdings Corp. Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant
CRHC.U
-300,000
Closed -$3.03M
ZVO
3385
DELISTED
Zovio Inc. Common Stock
ZVO
-130,917
Closed -$524K
PMVC.U
3386
DELISTED
PMV Consumer Acquisition Corp. Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant
PMVC.U
-200,000
Closed -$2M
CCXI
3387
DELISTED
ChemoCentryx, Inc.
CCXI
-62,458
Closed -$3.42M
GBL
3388
DELISTED
GAMCO Investors, Inc.
GBL
-19,495
Closed -$226K
EQD.U
3389
DELISTED
Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant
EQD.U
-100,000
Closed -$1.03M
RDUS
3390
DELISTED
Radius Health, Inc.
RDUS
-39,145
Closed -$444K
LEAP.U
3391
DELISTED
Ribbit LEAP, Ltd. Units, each consisting of one Class A Ordinary Share, and one fifth of one Warrant
LEAP.U
-20,000
Closed -$260K
MTOR
3392
DELISTED
MERITOR, Inc.
MTOR
-19,902
Closed -$417K
PSB
3393
DELISTED
PS Business Parks, Inc.
PSB
-3,854
Closed -$472K
WMC
3394
DELISTED
Western Asset Mortgage Capital Corporation
WMC
-1,094
Closed -$22K
NP
3395
DELISTED
Neenah, Inc. Common Stock
NP
-21,372
Closed -$801K
XENT
3396
DELISTED
Intersect ENT, Inc
XENT
-37,550
Closed -$612K
EPAY
3397
DELISTED
Bottomline Technologies Inc
EPAY
-48,778
Closed -$2.06M
KLDO
3398
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
-24,088
Closed -$267K
ZSAN
3399
DELISTED
Zosano Pharma Corporation
ZSAN
-768
Closed -$44K
RVI
3400
DELISTED
Retail Value Inc. Common Shares
RVI
-153,175
Closed -$177K

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Squarepoint's Q4 2020 Portfolio in Review

As of Q4 2020, Squarepoint held 3,476 positions worth $13.4B, up 81% from $7.42B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Squarepoint deployed $4.58B of net new capital in Q4 2020, opening 1,044 new positions and adding to 804 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 4,102,602 shares worth $1.54B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Intuit, an estimated $51.4M trimmed.

  • Squarepoint's largest Q4 2020 buy was iShares Core S&P 500 ETF: 4,102,602 shares worth $1.54B.
  • Squarepoint added most to State Street SPDR S&P 500 ETF Trust in Q4 2020, an estimated $437M increase.
  • Squarepoint's biggest Q4 2020 reduction was Intuit, cutting an estimated $51.4M.
  • Squarepoint fully exited iShares Biotechnology ETF in Q4 2020, selling an estimated $29.3M.
  • Squarepoint's ten largest holdings make up 25% of its $13.4B portfolio in Q4 2020.
  • Squarepoint opened 1,044 new positions and closed 616 in Q4 2020.
  • Squarepoint's portfolio value rose 81% quarter-over-quarter to $13.4B.

Based on Squarepoint's 13F filing for Q4 2020, filed 16 Feb 2021.