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Cimpress

138 hedge funds and large institutions have $1.76B invested in Cimpress in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

27% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $13.6M

6% more funds holding

Funds holding: 130138 (+8)

3% more capital invested

Capital invested by funds: $1.72B → $1.76B (+$46.5M)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
138
Holders Change
+8
Holders Change %
+6.15%
% of All Funds
4.01%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
21
Increased
49
Reduced
48
Closed
13
Calls
$17.3M
Puts
$13.6M
Net Calls
+$3.63M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$245M -$8.99M -161,900 -4%
JHIU
2
Janus Henderson Investors US
Colorado
$215M -$6.45M -116,169 -3%
BWA
3
Brave Warrior Advisors
New York
$181M -$37.9M -682,378 -18%
WA
4
Wasatch Advisors
Utah
$133M -$1.38M -24,901 -1%
FAM
5
Fred Alger Management
New York
$127M +$23.1M +415,837 +23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$84.5M +$2.96M +53,324 +4%
AVC
7
Arlington Value Capital
Utah
$60.5M +$1.69M +30,460 +3%
MAI
8
Marble Arch Investments
New York
$48.9M -$3.55M -64,000 -7%
ACH
9
ArrowMark Colorado Holdings
Colorado
$48.2M +$7.28M +131,127 +18%
BFA
10
BlackRock Fund Advisors
California
$46.3M -$1.85M -33,323 -4%
TCIM
11
TIAA CREF Investment Management
New York
$40.6M -$417K -7,508 -1%
State Street
12
State Street
Massachusetts
$34.4M -$703K -12,661 -2%
GIG
13
Goodnow Investment Group
Connecticut
$30.4M +$1M +18,032 +3%
AIP
14
ARS Investment Partners
New York
$28.1M -$723K -13,022 -3%
Northern Trust
15
Northern Trust
Illinois
$27.9M -$194K -3,490 -0.7%
BIT
16
BlackRock Institutional Trust
California
$22.9M -$2.55M -45,833 -10%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$22.9M +$22.3M +402,064 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$22.4M -$102K -1,829 -0.5%
MAA
19
Managed Account Advisors
New Jersey
$21.2M -$1.11M -19,998 -5%
TA
20
Teachers Advisors
New York
$21.1M +$165K +2,978 +0.8%
Norges Bank
21
Norges Bank
Norway
$18.7M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$17.2M +$380K +6,842 +2%
TWS
23
Thomas W. Smith
$17.1M -$539K -9,700 -3%
SCA
24
Southpoint Capital Advisors
New York
$17.1M +$16.7M +300,600 New
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$16.6M +$9.44M +169,914 +139%

CMPR Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Cimpress (CMPR) for Q4 2013, worth a combined $1.76B — up 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMPR positions and 13 closed out — a net gain of 8 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $23.1M. The largest seller was Brave Warrior Advisors, cutting an estimated $37.9M.

  • 138 institutional investors held Cimpress (CMPR) as of Q4 2013, up from 130 in Q3 2013.
  • Funds reported $1.76B of Cimpress stock for Q4 2013, up 2.7% quarter-over-quarter.
  • 21 funds opened new Cimpress positions in Q4 2013 and 13 closed out, a net change of +8 holders.
  • The largest Cimpress buyer in Q4 2013 was Fred Alger Management, an estimated $23.1M added.
  • The largest Cimpress seller in Q4 2013 was Brave Warrior Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2013.