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Compass

177 hedge funds and large institutions have $966M invested in Compass in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $917K

46% more capital invested

Capital invested by funds: $664M → $966M (+$302M)

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.22% more ownership

Funds ownership: 65.44%65.66% (+0.22%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 178177 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
26
Increased
60
Reduced
43
Closed
26
Calls
$2.16M
Puts
$917K
Net Calls
+$1.24M
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$428M
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M +$2.44M +712,585 +2%
AP
3
Antipodes Partners
Australia
$60.8M -$5.09M -1,483,832 -7%
BlackRock
4
BlackRock
New York
$58M +$485K +141,562 +0.8%
SM
5
Senvest Management
New York
$42.6M +$15M +4,374,126 +50%
IVMX
6
Institutional Venture Management XV
California
$34M
Winslow Capital Management
7
Winslow Capital Management
Minnesota
$23M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$22.1M +$23.4M +6,829,230 +108,177%
State Street
9
State Street
Massachusetts
$18.5M +$1.3M +380,012 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.8M +$589K +171,725 +3%
Morgan Stanley
11
Morgan Stanley
New York
$12.5M +$1.82M +532,117 +16%
DCM
12
Discovery Capital Management
Connecticut
$12.3M +$332K +96,791 +3%
WM
13
Wishbone Management
Illinois
$9.69M -$3.43M -1,000,000 -25%
Northern Trust
14
Northern Trust
Illinois
$8.3M +$256K +74,783 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$7.53M +$4.11M +1,197,947 +106%
LP
16
Lexington Partners
New York
$6.3M
Charles Schwab
17
Charles Schwab
California
$6.28M +$75.4K +21,972 +1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.78M +$5.48M +1,596,546 +832%
JGC
19
J. Goldman & Co
New York
$5.47M +$1.47M +429,144 +34%
Norges Bank
20
Norges Bank
Norway
$5.11M +$3.41M +993,100 +168%
N
21
Nuveen
North Carolina
$3.48M -$141K -41,048 -4%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.21M +$1.8M +524,400 +112%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.16M +$1.5M +436,586 +80%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.16M +$6.01K +1,753 +0.2%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$3.05M +$2.87M +835,517 +773%

COMP Hedge Fund Activity: Q1 2023 in Review

177 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q1 2023, worth a combined $966M — up 46% from $664M a quarter earlier.

Fund positioning in COMP was balanced in Q1 2023: 26 funds opened new positions, 26 closed out, 60 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.4M. The largest seller was Antipodes Partners, cutting an estimated $5.09M.

  • 177 institutional investors held Compass (COMP) as of Q1 2023, down from 178 in Q4 2022.
  • Funds reported $966M of Compass stock for Q1 2023, up 46% quarter-over-quarter.
  • 26 funds opened new Compass positions in Q1 2023 and 26 closed out, a net change of 0 holders.
  • The largest Compass buyer in Q1 2023 was Fidelity Investments, an estimated $23.4M added.
  • The largest Compass seller in Q1 2023 was Antipodes Partners, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2023.