eBay
EBAY
1,114 hedge funds and large institutions have $34.6B invested in eBay in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 351 increasing their positions, 420 reducing their positions, and 95 closing their positions.
61% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 95
4% more funds holding
Funds holding: 1,074 → 1,114 (+40)
2.37% less ownership
Funds ownership: 85.62% → 83.25% (-2.4%)
11% less capital invested
Capital invested by funds: $38.8B → $34.6B (-$4.14B)
16% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 420
27% less call options, than puts
Call options by funds: $607M | Put options by funds: $831M
37% less funds holding in top 10
Funds holding in top 10: 30 → 19 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$273M |
| 2 |
D.E. Shaw & Co
New York
|
+$270M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$226M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$123M |
| 5 |
SM
Senvest Management
New York
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$606M |
| 2 |
BG
Baupost Group
Boston,
Massachusetts
|
-$417M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$363M |
| 4 |
CFM
Comprehensive Financial Management
Los Gatos,
California
|
-$238M |
| 5 |
BlackRock
New York
|
-$236M |
EBAY Hedge Fund Activity: Q4 2021 in Review
1,114 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in eBay (EBAY) for Q4 2021, worth a combined $34.6B — down 11% from $38.8B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new EBAY positions and 95 closed out — a net gain of 58 holders — while 351 added to existing stakes and 420 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $273M. The largest seller was Fidelity Investments, cutting an estimated $606M.
- 1,114 institutional investors held eBay (EBAY) as of Q4 2021, up from 1,074 in Q3 2021.
- Funds reported $34.6B of eBay stock for Q4 2021, down 11% quarter-over-quarter.
- 153 funds opened new eBay positions in Q4 2021 and 95 closed out, a net change of +58 holders.
- The largest eBay buyer in Q4 2021 was Morgan Stanley, an estimated $273M added.
- The largest eBay seller in Q4 2021 was Fidelity Investments, an estimated $606M sold.
Based on aggregated 13F filings for Q4 2021.