1stdibs.com
DIBS
68 hedge funds and large institutions have $243M invested in 1stdibs.com in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
31% more funds holding
Funds holding: 52 → 68 (+16)
13% more capital invested
Capital invested by funds: $216M → $243M (+$27.1M)
4.93% more ownership
Funds ownership: 46.41% → 51.33% (+4.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Must Asset Management
Seoul,
South Korea
|
+$11.5M |
| 2 |
GCM
Glynn Capital Management
Menlo Park,
California
|
+$7.28M |
| 3 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$6.49M |
| 4 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$5.55M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.2M |
| 2 |
Neuberger Berman Group
New York
|
-$5.55M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.48M |
| 4 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
-$2.98M |
| 5 |
EC
EMJ Capital
Toronto,
Ontario, Canada
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Osaic Holdings
Scottsdale,
Arizona
| – | +$42 | +3 | +20% |
|
|
GWS
77
Glassman Wealth Services
Vienna,
Virginia
| – | +$250 | +18 | New |
|
DIBS Hedge Fund Activity: Q4 2021 in Review
68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q4 2021, worth a combined $243M — up 13% from $216M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DIBS positions and 9 closed out — a net gain of 16 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Must Asset Management, adding an estimated $11.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.2M.
- 68 institutional investors held 1stdibs.com (DIBS) as of Q4 2021, up from 52 in Q3 2021.
- Funds reported $243M of 1stdibs.com stock for Q4 2021, up 13% quarter-over-quarter.
- 25 funds opened new 1stdibs.com positions in Q4 2021 and 9 closed out, a net change of +16 holders.
- The largest 1stdibs.com buyer in Q4 2021 was Must Asset Management, an estimated $11.5M added.
- The largest 1stdibs.com seller in Q4 2021 was T. Rowe Price Associates, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2021.