1stdibs.com
DIBS
76 hedge funds and large institutions have $90.5M invested in 1stdibs.com in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $69.8M → $90.5M (+$20.7M)
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
7% more funds holding
Funds holding: 71 → 76 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.06% less ownership
Funds ownership: 49.42% → 48.36% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$828K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$638K |
| 3 |
BMO
Beck Mack & Oliver
New York
|
+$588K |
| 4 |
Jane Street
New York
|
+$368K |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
-$1.86M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$676K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$353K |
| 4 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$297K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OQS
76
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$42.4K | -11,654 | Closed |
|
|
JF
77
Jump Financial
Chicago,
Illinois
| – | -$38K | -10,442 | Closed |
|
|
QC
78
Quadrature Capital
London,
United Kingdom
| – | -$37.3K | -10,255 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | +$34 | +8 | +16% |
|
80
Lazard Asset Management
New York
| – | +$371 | +88 | New |
|
|
HGERS
81
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$519 | +123 | New |
|
DIBS Hedge Fund Activity: Q4 2023 in Review
76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q4 2023, worth a combined $90.5M — up 30% from $69.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DIBS positions and 5 closed out — a net gain of 6 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Portolan Capital Management, adding an estimated $828K. The largest seller was Insight Holdings Group, cutting an estimated $1.86M.
- 76 institutional investors held 1stdibs.com (DIBS) as of Q4 2023, up from 71 in Q3 2023.
- Funds reported $90.5M of 1stdibs.com stock for Q4 2023, up 30% quarter-over-quarter.
- 11 funds opened new 1stdibs.com positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest 1stdibs.com buyer in Q4 2023 was Portolan Capital Management, an estimated $828K added.
- The largest 1stdibs.com seller in Q4 2023 was Insight Holdings Group, an estimated $1.86M sold.
Based on aggregated 13F filings for Q4 2023.