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1stdibs.com
DIBS

52 hedge funds and large institutions have $216M invested in 1stdibs.com in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

0.84% more ownership

Funds ownership: 45.57% → 46.41% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

15% less funds holding

Funds holding: 61 → 52 (-9)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

63% less capital invested

Capital invested by funds: $589M → $216M (-$373M)

Holders
52
Holders Change
-9
Holders Change %
-14.75%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
18
Reduced
8
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCP
ThornTree Capital Partners
Massachusetts
+$10.9M
2
Fidelity International
Fidelity International
Bermuda
+$8.09M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.01M
4
PCR
Potrero Capital Research
California
+$5.32M
5
MAM
Must Asset Management
South Korea
+$5.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
2
DCM
Driehaus Capital Management
Illinois
-$13.8M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$4.54M
4
Blackstone Inc
Blackstone Inc
New York
-$4.35M
5
PCM
Portolan Capital Management
Massachusetts
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Covington Capital Management
California
$2K -$917 -50 -25%
DCM
52
Driehaus Capital Management
Illinois
– -$13.8M -396,382 Closed
GGHC
53
Gilder Gagnon Howe & Co
New York
– -$4.54M -130,550 Closed
Blackstone Inc
54
Blackstone Inc
New York
– -$4.35M -125,000 Closed
PCM
55
Portolan Capital Management
Massachusetts
– -$3.71M -106,697 Closed
Millennium Management
56
Millennium Management
New York
– -$3.37M -96,790 Closed
BC
57
Brookfield Corp
Ontario, Canada
– -$1.57M -45,000 Closed
Jane Street
58
Jane Street
New York
– -$1.18M -33,856 Closed
MWNA
59
Marshall Wace North America
New York
– -$1.17M -33,493 Closed
Goldman Sachs
60
Goldman Sachs
New York
– -$1.12M -32,278 Closed
DKCM
61
Davidson Kempner Capital Management
New York
– -$1.04M -30,000 Closed
LP
62
LMR Partners
United Kingdom
– -$1M -28,800 Closed
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
– -$897K -25,761 Closed
HI
64
HBK Investments
Texas
– -$696K -20,000 Closed
RCMU
65
Rokos Capital Management (UK)
United Kingdom
– -$528K -20,000 Closed
PCM
66
Pinz Capital Management
New York
– -$585K -16,800 Closed
MIM
67
Monashee Investment Management
Massachusetts
– -$435K -12,500 Closed
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
– -$423K -12,155 Closed
MS
69
Maven Securities
Jersey
– -$315K -11,905 Closed
SGM
70
Skye Global Management
Florida
– -$383K -11,000 Closed
Wellington Management Group
71
Wellington Management Group
Massachusetts
– -$374K -10,741 Closed
Norges Bank
72
Norges Bank
Norway
– -$348K -10,000 Closed
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
– -$348K -10,000 Closed
PHK
74
Point72 Hong Kong
Hong Kong
– -$320K -9,196 Closed
M&T Bank
75
M&T Bank
New York
– -$251K -7,228 Closed
1 2
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DIBS Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q3 2021, worth a combined $216M — down 63% from $589M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DIBS and 17 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 18 added.

The largest buyer was ThornTree Capital Partners, adding an estimated $10.9M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 52 institutional investors held 1stdibs.com (DIBS) as of Q3 2021, down from 61 in Q2 2021.
  • Funds reported $216M of 1stdibs.com stock for Q3 2021, down 63% quarter-over-quarter.
  • 17 funds opened new 1stdibs.com positions in Q3 2021 and 26 closed out, a net change of -9 holders.
  • The largest 1stdibs.com buyer in Q3 2021 was ThornTree Capital Partners, an estimated $10.9M added.
  • The largest 1stdibs.com seller in Q3 2021 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2021.