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1stdibs.com

67 hedge funds and large institutions have $112M invested in 1stdibs.com in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 6667 (+1)

0.52% more ownership

Funds ownership: 51.21%51.73% (+0.52%)

28% less capital invested

Capital invested by funds: $156M → $112M (-$43.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $130K

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
27
Reduced
14
Closed
5
Calls
Puts
$130K
Net Calls
-$130K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$28.8M
FAM
2
Foxhaven Asset Management
Virginia
$11.4M +$1.18M +179,347 +10%
Fidelity International
3
Fidelity International
Bermuda
$8.66M +$9.25K +1,407 +0.1%
AG
4
Alibaba Group
Hong Kong
$8.33M
PCM
5
Philosophy Capital Management
California
$6.89M +$2.37M +360,459 +42%
BlackRock
6
BlackRock
New York
$6.83M +$2.12M +322,965 +37%
HFA
7
Harbert Fund Advisors
Alabama
$5.52M +$3.75M +570,920 +143%
TCP
8
ThornTree Capital Partners
Massachusetts
$5.02M
BMO
9
Beck Mack & Oliver
New York
$4.51M +$582K +88,557 +13%
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.11M -$28.3K -4,307 -0.6%
GCM
11
Glynn Capital Management
California
$2.98M
JIC
12
Joel Isaacson & Co
New York
$2.7M -$3.95K -600 -0.1%
State Street
13
State Street
Massachusetts
$1.64M +$1.09M +166,017 +136%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.48M +$126K +19,226 +8%
MAM
15
Must Asset Management
South Korea
$1.42M -$1.64M -248,703 -50%
PCR
16
Potrero Capital Research
California
$1.32M -$268K -40,724 -15%
HP
17
Harbourvest Partners
Massachusetts
$1.14M
AO
18
Allen Operations
New York
$1.01M
Northern Trust
19
Northern Trust
Illinois
$932K +$98.2K +14,932 +10%
Ameriprise
20
Ameriprise
Minnesota
$813K -$9.48K -1,441 -1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$711K -$73.2K -11,126 -8%
Renaissance Technologies
22
Renaissance Technologies
New York
$631K -$646K -98,200 -47%
AP
23
AlpInvest Partners
Netherlands
$570K
Bank of America
24
Bank of America
North Carolina
$535K -$266K -40,450 -30%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$454K +$285K +43,355 +119%

DIBS Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q2 2022, worth a combined $112M — down 28% from $156M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIBS positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Harbert Fund Advisors, adding an estimated $3.75M. The largest seller was Federated Hermes, exiting entirely with an estimated $5.77M sold.

  • 67 institutional investors held 1stdibs.com (DIBS) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $112M of 1stdibs.com stock for Q2 2022, down 28% quarter-over-quarter.
  • 8 funds opened new 1stdibs.com positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest 1stdibs.com buyer in Q2 2022 was Harbert Fund Advisors, an estimated $3.75M added.
  • The largest 1stdibs.com seller in Q2 2022 was Federated Hermes, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2022.