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Cimpress

178 hedge funds and large institutions have $4.29B invested in Cimpress in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $3.61B → $4.29B (+$684M)

16% more funds holding

Funds holding: 154178 (+24)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

6.62% less ownership

Funds ownership: 97%90.38% (-6.6%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

75% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $62.3M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
44
Increased
54
Reduced
59
Closed
20
Calls
$15.7M
Puts
$62.3M
Net Calls
-$46.6M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$720M
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$549M -$60.5M -406,334 -10%
SHIM
3
Spruce House Investment Management
New York
$365M
Vanguard Group
4
Vanguard Group
Pennsylvania
$287M +$13.1M +87,766 +5%
AVC
5
Arlington Value Capital
Utah
$229M -$34.5M -231,964 -14%
BlackRock
6
BlackRock
New York
$205M +$26.1M +175,524 +15%
CCM
7
Cantillon Capital Management
New York
$203M -$3.48M -23,381 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$169M -$169M -1,134,100 -51%
TCIM
9
TIAA CREF Investment Management
New York
$128M +$14M +93,872 +13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$122M +$28M +188,293 +31%
WA
11
Wasatch Advisors
Utah
$120M -$34.5M -231,334 -23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$101M +$506K +3,400 +0.5%
ACH
13
ArrowMark Colorado Holdings
Colorado
$85.6M -$64.6M -433,425 -44%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$74.3M -$46.2M -310,000 -39%
State Street
15
State Street
Massachusetts
$70.1M -$3.01M -20,235 -4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$46.5M -$10M -67,246 -18%
Northern Trust
17
Northern Trust
Illinois
$42.3M -$1.26M -8,455 -3%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$41.6M -$3.85M -25,852 -9%
Two Sigma Investments
19
Two Sigma Investments
New York
$38.6M +$13.3M +89,540 +56%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$34.4M +$16.7M +112,000 +101%
RHJA
21
Rice Hall James & Associates
California
$32.8M -$155K -1,044 -0.5%
SIG
22
Schaller Investment Group
North Carolina
$32.2M -$1.37M -9,196 -4%
CIP
23
CAS Investment Partners
Connecticut
$29.4M -$11.6M -78,002 -29%
DAM
24
Dorsey Asset Management
Illinois
$28.6M -$12.6M -84,707 -31%
Norges Bank
25
Norges Bank
Norway
$27M +$12.5M +83,788 +92%

CMPR Hedge Fund Activity: Q1 2018 in Review

178 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Cimpress (CMPR) for Q1 2018, worth a combined $4.29B — up 19% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CMPR positions and 20 closed out — a net gain of 24 holders — while 54 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $28M. The largest seller was Fidelity Investments, cutting an estimated $169M.

  • 178 institutional investors held Cimpress (CMPR) as of Q1 2018, up from 154 in Q4 2017.
  • Funds reported $4.29B of Cimpress stock for Q1 2018, up 19% quarter-over-quarter.
  • 44 funds opened new Cimpress positions in Q1 2018 and 20 closed out, a net change of +24 holders.
  • The largest Cimpress buyer in Q1 2018 was Wellington Management Group, an estimated $28M added.
  • The largest Cimpress seller in Q1 2018 was Fidelity Investments, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2018.