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Compass

111 hedge funds and large institutions have $3.24B invested in Compass in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $8.72M

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

34% more funds holding

Funds holding: 83111 (+28)

6% more capital invested

Capital invested by funds: $3.06B → $3.24B (+$174M)

2.46% more ownership

Funds ownership: 59.5%61.96% (+2.5%)

Holders
111
Holders Change
+28
Holders Change %
+33.73%
% of All Funds
1.94%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
49
Increased
26
Reduced
14
Closed
20
Calls
$24.2M
Puts
$8.72M
Net Calls
+$15.5M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$1.76B
DCM
2
Discovery Capital Management
Connecticut
$446M -$227K -15,800 -0%
IVMX
3
Institutional Venture Management XV
California
$160M +$413K +28,779 +0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$140M
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$103M -$450K -31,332 -0.4%
TCMNY
6
Thrive Capital Management (New York)
New York
$96.7M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$67.7M -$14.2M -987,503 -16%
LP
8
Lexington Partners
New York
$51.7M +$56.1M +3,902,310 New
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$40.9M
EAM
10
Eventide Asset Management
Massachusetts
$40.6M +$15M +1,043,532 +52%
Artisan Partners
11
Artisan Partners
Wisconsin
$30.9M +$33.5M +2,332,983 New
SSA
12
Schonfeld Strategic Advisors
New York
$30.3M +$5.04M +351,057 +18%
APC
13
Alta Park Capital
California
$27.1M -$3.09M -214,776 -10%
GCM
14
Glynn Capital Management
California
$24.9M +$27M +1,880,925 New
WCA
15
Whetstone Capital Advisors
Kansas
$22.6M +$24.5M +1,703,987 New
Bank of America
16
Bank of America
North Carolina
$18M +$18.5M +1,289,506 +1,890%
Citadel Advisors
17
Citadel Advisors
Florida
$15.4M +$69.9K +4,866 +0.4%
GEH
18
General Equity Holdings
New York
$13.9M +$3.26M +226,872 +28%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$13.3M -$1.41M -98,300 -9%
KA
20
Klingman & Associates
New York
$10.6M +$11.4M +796,800 New
Morgan Stanley
21
Morgan Stanley
New York
$9.7M +$8.28M +576,160 +372%
NPCM
22
North Peak Capital Management
New York
$8.14M +$8.82M +614,105 New
PCM
23
Peregrine Capital Management
Minnesota
$7.49M -$1.6M -111,604 -16%
BCP
24
Berylson Capital Partners
Massachusetts
$7.46M +$8.09M +563,000 New
PA
25
Parallel Advisors
California
$7.39M +$8M +557,030 +236,030%

COMP Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q3 2021, worth a combined $3.24B — up 5.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new COMP positions and 20 closed out — a net gain of 29 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Lexington Partners, opening a new position worth an estimated $56.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $30.9M sold.

  • 111 institutional investors held Compass (COMP) as of Q3 2021, up from 83 in Q2 2021.
  • Funds reported $3.24B of Compass stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 49 funds opened new Compass positions in Q3 2021 and 20 closed out, a net change of +29 holders.
  • The largest Compass buyer in Q3 2021 was Lexington Partners, an estimated $56.1M added.
  • The largest Compass seller in Q3 2021 was Zimmer Partners, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2021.