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1,028 hedge funds and large institutions have $56.7B invested in eBay in 2014 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 429 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.13B

42% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 377

2% more funds holding

Funds holding: 1,0081,028 (+20)

3% less capital invested

Capital invested by funds: $58.5B → $56.7B (-$1.75B)

5% less funds holding in top 10

Funds holding in top 10: 7369 (-4)

Holders
1,028
Holders Change
+20
Holders Change %
+1.98%
% of All Funds
29.68%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.99%
New
122
Increased
429
Reduced
377
Closed
86
Calls
$2.04B
Puts
$1.13B
Net Calls
+$914M
Net Calls Change
-$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$245M -$27.6M -1,186,959 -10%
PI
52
PGGM Investments
Netherlands
$242M +$21.6M +928,087 +10%
Polen Capital Management
53
Polen Capital Management
Florida
$234M -$942K -40,570 -0.4%
IFP
54
Independent Franchise Partners
United Kingdom
$232M -$2.48M -106,780 -1%
SC
55
Sculptor Capital
New York
$223M +$215M +9,262,836 +2,654%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$223M -$5.12M -220,605 -2%
HCM
57
Highfields Capital Management
Massachusetts
$221M +$221M +9,504,000 New
UBS AM
58
UBS AM
Illinois
$218M +$9.67M +416,463 +5%
FAM
59
Fred Alger Management
New York
$217M -$21.6M -928,771 -9%
JP
60
Jana Partners
New York
$213M +$212M +9,148,294 New
EC
61
Eminence Capital
New York
$211M -$191K -8,221 -0.1%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$208M +$82.4M +3,547,166 +66%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$208M +$56.1M +2,416,095 +37%
EPCM
64
Eton Park Capital Management
New York
$206M +$71.7M +3,088,800 +53%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$200M -$1.41M -60,588 -0.7%
VVP
66
Vulcan Value Partners
Alabama
$197M +$24.3M +1,048,009 +14%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$192M -$9.3M -400,570 -5%
EVM
68
Eaton Vance Management
Massachusetts
$192M +$21M +904,370 +12%
Aristotle Capital Management
69
Aristotle Capital Management
California
$184M +$2.26M +97,309 +1%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$176M -$3.33M -143,458 -2%
BIM
71
BlackRock Investment Management
Delaware
$175M -$13.5M -582,452 -7%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$169M +$103M +4,437,845 +157%
OTPPB
73
Ontario Teachers' Pension Plan Board
Ontario, Canada
$167M +$137M +5,917,618 +462%
Calamos Advisors
74
Calamos Advisors
Illinois
$162M -$42.5M -1,831,126 -21%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$161M -$16.1M -691,538 -9%

EBAY Hedge Fund Activity: Q1 2014 in Review

1,028 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in eBay (EBAY) for Q1 2014, worth a combined $56.7B — down 3% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new EBAY positions and 86 closed out — a net gain of 36 holders — while 429 added to existing stakes and 377 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.53B. The largest seller was T. Rowe Price Associates, cutting an estimated $898M.

  • 1,028 institutional investors held eBay (EBAY) as of Q1 2014, up from 1,008 in Q4 2013.
  • Funds reported $56.7B of eBay stock for Q1 2014, down 3% quarter-over-quarter.
  • 122 funds opened new eBay positions in Q1 2014 and 86 closed out, a net change of +36 holders.
  • The largest eBay buyer in Q1 2014 was Icahn Carl, an estimated $1.53B added.
  • The largest eBay seller in Q1 2014 was T. Rowe Price Associates, an estimated $898M sold.

Based on aggregated 13F filings for Q1 2014.