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Compass

178 hedge funds and large institutions have $664M invested in Compass in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

47% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $1.73M

15% more funds holding

Funds holding: 155178 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

2% less capital invested

Capital invested by funds: $676M → $664M (-$12.7M)

2.03% less ownership

Funds ownership: 67.47%65.44% (-2%)

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
48
Reduced
48
Closed
23
Calls
$2.53M
Puts
$1.73M
Net Calls
+$809K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$308M
Vanguard Group
2
Vanguard Group
Pennsylvania
$90M +$864K +329,221 +0.9%
AP
3
Antipodes Partners
Australia
$47.3M +$14.9M +5,676,874 +39%
BlackRock
4
BlackRock
New York
$41.5M +$1.85M +704,895 +4%
IVMX
5
Institutional Venture Management XV
California
$24.5M -$4.08M -1,556,953 -13%
SM
6
Senvest Management
New York
$20.5M +$3.48M +1,324,964 +18%
Winslow Capital Management
7
Winslow Capital Management
Minnesota
$16.6M -$1.61M -614,292 -8%
State Street
8
State Street
Massachusetts
$12.5M +$460K +175,398 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.7M +$399K +151,944 +3%
WM
10
Wishbone Management
Illinois
$9.32M -$4.47M -1,704,556 -30%
DCM
11
Discovery Capital Management
Connecticut
$8.64M -$3.18M -1,213,417 -25%
Morgan Stanley
12
Morgan Stanley
New York
$7.8M +$1.51M +575,935 +21%
Northern Trust
13
Northern Trust
Illinois
$5.81M +$264K +100,740 +4%
LP
14
Lexington Partners
New York
$4.55M
Charles Schwab
15
Charles Schwab
California
$4.48M +$120K +45,679 +2%
SSA
16
Schonfeld Strategic Advisors
New York
$3.43M +$3.06M +1,165,000 +378%
JGC
17
J. Goldman & Co
New York
$2.95M +$702K +267,617 +27%
Citadel Advisors
18
Citadel Advisors
Florida
$2.64M -$1.81M -688,013 -38%
N
19
Nuveen
North Carolina
$2.61M -$111K -42,215 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.27M +$156K +59,400 +6%
IVMX
21
Institutional Venture Management XIII
California
$1.88M -$314K -119,508 -13%
Norges Bank
22
Norges Bank
Norway
$1.37M -$570K -217,100 -27%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.34M +$38.3K +14,600 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.27M -$220K -84,039 -13%
HAM
25
Honeycomb Asset Management
New York
$1.17M +$1.31M +500,000 New

COMP Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q4 2022, worth a combined $664M — down 1.9% from $676M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new COMP positions and 23 closed out — a net gain of 24 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Antipodes Partners, adding an estimated $14.9M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $12.6M sold.

  • 178 institutional investors held Compass (COMP) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $664M of Compass stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 47 funds opened new Compass positions in Q4 2022 and 23 closed out, a net change of +24 holders.
  • The largest Compass buyer in Q4 2022 was Antipodes Partners, an estimated $14.9M added.
  • The largest Compass seller in Q4 2022 was Sachem Head Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.