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1stdibs.com
DIBS

66 hedge funds and large institutions have $156M invested in 1stdibs.com in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

0.12% less ownership

Funds ownership: 51.33% → 51.21% (-0.12%)

3% less funds holding

Funds holding: 68 → 66 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

36% less capital invested

Capital invested by funds: $243M → $156M (-$87.5M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
22
Reduced
12
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Philosophy Capital Management
California
+$8.19M
2
BlackRock
BlackRock
New York
+$4.95M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.25M
4
BMO
Beck Mack & Oliver
New York
+$4.14M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.01M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
MAM
Must Asset Management
South Korea
-$5.88M
3
GRIM
Greenhaven Road Investment Management
Connecticut
-$5.84M
4
KLC
Kent Lake Capital
Nevada
-$3.13M
5
RA
Royce & Associates
New York
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
IHG
1
Insight Holdings Group
New York
$40.5M – – –
FAM
2
Foxhaven Asset Management
Virginia
$14.6M – – –
Fidelity International
3
Fidelity International
Bermuda
$12.2M +$68.6K +7,134 +0.5%
AG
4
Alibaba Group
Hong Kong
$11.7M – – –
TCP
5
ThornTree Capital Partners
Massachusetts
$7.04M – – –
BlackRock
6
BlackRock
New York
$7.01M +$4.95M +514,489 +142%
PCM
7
Philosophy Capital Management
California
$6.8M +$8.19M +851,203 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.8M +$4.25M +442,072 +156%
Federated Hermes
9
Federated Hermes
Pennsylvania
$5.77M – – –
BMO
10
Beck Mack & Oliver
New York
$5.63M +$4.14M +430,686 +158%
ClearBridge Investments
11
ClearBridge Investments
New York
$4.3M +$49.1K +5,102 +1%
GCM
12
Glynn Capital Management
California
$4.18M – – –
MAM
13
Must Asset Management
South Korea
$4.08M -$5.88M -611,277 -55%
JIC
14
Joel Isaacson & Co
New York
$3.58M – – –
HFA
15
Harbert Fund Advisors
Alabama
$3.19M – – –
PCR
16
Potrero Capital Research
California
$2.18M +$92.4K +9,603 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.93M +$1.17M +121,334 +101%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.67M +$2.01M +209,100 New
HP
19
Harbourvest Partners
Massachusetts
$1.59M – – –
AO
20
Allen Operations
New York
$1.41M – – –
Northern Trust
21
Northern Trust
Illinois
$1.19M +$861K +89,541 +151%
Ameriprise
22
Ameriprise
Minnesota
$1.15M +$1.39M +144,458 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$1.09M -$13.8M -1,430,943 -91%
Bank of America
24
Bank of America
North Carolina
$1.07M +$433K +45,043 +50%
State Street
25
State Street
Massachusetts
$977K +$257K +26,690 +28%
1
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DIBS Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q1 2022, worth a combined $156M — down 36% from $243M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DIBS and 14 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 22 added.

The largest buyer was Philosophy Capital Management, opening a new position worth an estimated $8.19M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 66 institutional investors held 1stdibs.com (DIBS) as of Q1 2022, down from 68 in Q4 2021.
  • Funds reported $156M of 1stdibs.com stock for Q1 2022, down 36% quarter-over-quarter.
  • 14 funds opened new 1stdibs.com positions in Q1 2022 and 16 closed out, a net change of -2 holders.
  • The largest 1stdibs.com buyer in Q1 2022 was Philosophy Capital Management, an estimated $8.19M added.
  • The largest 1stdibs.com seller in Q1 2022 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2022.