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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
22
Closed
5
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
+$402K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$828K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$638K
3
BMO
Beck Mack & Oliver
New York
+$588K
4
Jane Street
Jane Street
New York
+$368K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$340K

Top Sellers

1
IHG
Insight Holdings Group
New York
-$1.86M
2
JGC
J. Goldman & Co
New York
-$676K
3
GCP
GSA Capital Partners
United Kingdom
-$353K
4
PCR
Potrero Capital Research
California
-$297K
5
JIC
Joel Isaacson & Co
New York
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
IHG
1
Insight Holdings Group
New York
$21.6M -$1.86M -440,352 -9%
FAM
2
Foxhaven Asset Management
Virginia
$9.12M -$253K -60,023 -3%
BMO
3
Beck Mack & Oliver
New York
$8.9M +$588K +139,398 +8%
Fidelity International
4
Fidelity International
Bermuda
$7.25M – – –
AG
5
Alibaba Group
Hong Kong
$6.85M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.49M +$638K +151,147 +15%
HFA
7
Harbert Fund Advisors
Alabama
$3.95M – – –
PCM
8
Portolan Capital Management
Massachusetts
$3.52M +$828K +196,288 +35%
JIC
9
Joel Isaacson & Co
New York
$3.14M -$255K -60,362 -8%
BlackRock
10
BlackRock
New York
$1.63M +$234K +55,498 +19%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.38M +$91.8K +21,755 +8%
Millennium Management
12
Millennium Management
New York
$1.37M +$35.7K +8,466 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.13M +$120K +28,350 +13%
HP
14
Harbourvest Partners
Massachusetts
$934K – – –
RA
15
Royce & Associates
New York
$930K -$184K -43,618 -18%
AO
16
Allen Operations
New York
$828K – – –
BCM
17
Bridgeway Capital Management
Texas
$781K +$60K +14,219 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$765K -$79.4K -18,828 -10%
MPEM
19
Marathon Partners Equity Management
New York
$761K -$158K -37,500 -19%
Two Sigma Investments
20
Two Sigma Investments
New York
$555K +$91.8K +21,771 +23%
PCR
21
Potrero Capital Research
California
$491K -$297K -70,373 -40%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$485K +$194K +46,000 +80%
Citadel Advisors
23
Citadel Advisors
Florida
$482K -$119K -28,176 -21%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$471K +$274K +64,841 +182%
Jane Street
25
Jane Street
New York
$462K +$368K +87,338 +773%
1
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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.