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Compass

195 hedge funds and large institutions have $1.03B invested in Compass in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $811K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 177195 (+18)

6% more capital invested

Capital invested by funds: $966M → $1.03B (+$60.2M)

2.06% less ownership

Funds ownership: 65.66%63.6% (-2.1%)

Holders
195
Holders Change
+18
Holders Change %
+10.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
64
Reduced
46
Closed
15
Calls
$2.32M
Puts
$811K
Net Calls
+$1.51M
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$411M -$49.2M -15,000,000 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$17.8M +5,441,055 +14%
BlackRock
3
BlackRock
New York
$70.1M +$6.82M +2,078,873 +12%
AP
4
Antipodes Partners
Australia
$55.6M -$9.56M -2,914,869 -15%
SM
5
Senvest Management
New York
$52.4M +$5.9M +1,799,086 +14%
Winslow Capital Management
6
Winslow Capital Management
Minnesota
$24.9M
State Street
7
State Street
Massachusetts
$21.9M +$1.72M +523,276 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21M +$2.57M +782,770 +15%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M +$2.9M +885,723 +23%
DCM
10
Discovery Capital Management
Connecticut
$14M +$636K +193,923 +5%
WM
11
Wishbone Management
Illinois
$10.5M
Marshall Wace
12
Marshall Wace
United Kingdom
$9.89M +$6.74M +2,053,970 +266%
Northern Trust
13
Northern Trust
Illinois
$9.76M +$714K +217,755 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$8.45M +$2.05M +625,966 +35%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.67M +$3.93M +1,198,700 +121%
JGC
16
J. Goldman & Co
New York
$7.66M +$1.62M +493,886 +29%
PCM
17
Portolan Capital Management
Massachusetts
$7.37M +$6.91M +2,106,150 New
Charles Schwab
18
Charles Schwab
California
$7.28M +$442K +134,667 +7%
LP
19
Lexington Partners
New York
$6.83M
Citadel Advisors
20
Citadel Advisors
Florida
$6.58M -$1.48M -451,376 -19%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$6.37M +$5.97M +1,819,173 New
Norges Bank
22
Norges Bank
Norway
$5.54M
EH
23
EMG Holdings
Connecticut
$5.38M +$5.04M +1,538,406 New
HAM
24
Honeycomb Asset Management
New York
$5.25M +$4.92M +1,500,000 New
Goldman Sachs
25
Goldman Sachs
New York
$5M +$2.71M +825,867 +137%

COMP Hedge Fund Activity: Q2 2023 in Review

195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q2 2023, worth a combined $1.03B — up 6.2% from $966M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new COMP positions and 15 closed out — a net gain of 18 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.8M. The largest seller was SB Investment Advisers (UK), cutting an estimated $49.2M.

  • 195 institutional investors held Compass (COMP) as of Q2 2023, up from 177 in Q1 2023.
  • Funds reported $1.03B of Compass stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 33 funds opened new Compass positions in Q2 2023 and 15 closed out, a net change of +18 holders.
  • The largest Compass buyer in Q2 2023 was Vanguard Group, an estimated $17.8M added.
  • The largest Compass seller in Q2 2023 was SB Investment Advisers (UK), an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2023.