Commerce.com Inc Series 1
CMRC
195 hedge funds and large institutions have $2.76B invested in Commerce.com Inc Series 1 in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 36 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 45
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
8.23% more ownership
Funds ownership: 68.44% → 76.67% (+8.2%)
4% more funds holding
Funds holding: 187 → 195 (+8)
10% less capital invested
Capital invested by funds: $3.07B → $2.76B (-$306M)
19% less call options, than puts
Call options by funds: $62M | Put options by funds: $76.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
+$137M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$108M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$63.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$43.8M |
| 5 |
BlackRock
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$158M |
| 2 |
JP Morgan Chase
New York
|
-$62.8M |
| 3 |
FAM
Fred Alger Management
New York
|
-$43.6M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$18.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$17.9M |
CMRC Hedge Fund Activity: Q3 2021 in Review
195 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Commerce.com Inc Series 1 (CMRC) for Q3 2021, worth a combined $2.76B — down 10% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CMRC positions and 36 closed out — a net gain of 9 holders — while 76 added to existing stakes and 45 trimmed.
The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $137M. The largest seller was General Catalyst Group Management, cutting an estimated $158M.
- 195 institutional investors held Commerce.com Inc Series 1 (CMRC) as of Q3 2021, up from 187 in Q2 2021.
- Funds reported $2.76B of Commerce.com Inc Series 1 stock for Q3 2021, down 10% quarter-over-quarter.
- 45 funds opened new Commerce.com Inc Series 1 positions in Q3 2021 and 36 closed out, a net change of +9 holders.
- The largest Commerce.com Inc Series 1 buyer in Q3 2021 was Darsana Capital Partners, an estimated $137M added.
- The largest Commerce.com Inc Series 1 seller in Q3 2021 was General Catalyst Group Management, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2021.