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e.l.f. Beauty

92 hedge funds and large institutions have $808M invested in e.l.f. Beauty in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

0.59% more ownership

Funds ownership: 88.62%89.2% (+0.59%)

3% less funds holding

Funds holding: 9592 (-3)

12% less capital invested

Capital invested by funds: $914M → $808M (-$106M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

52% less call options, than puts

Call options by funds: $2.72M | Put options by funds: $5.63M

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
25
Closed
18
Calls
$2.72M
Puts
$5.63M
Net Calls
-$2.91M
Net Calls Change
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$262M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.3M +$8.85M +445,100 +15%
MPEM
3
Marathon Partners Equity Management
New York
$58.9M +$59.6M +3,000,000 +7,500%
CIP
4
Champlain Investment Partners
Vermont
$51.4M -$1.93M -97,280 -4%
BCM
5
Bares Capital Management
Texas
$42.3M +$2.91M +146,307 +7%
Capital World Investors
6
Capital World Investors
California
$36.9M
Vanguard Group
7
Vanguard Group
Pennsylvania
$36.2M +$2.1M +105,443 +6%
TCM
8
TimesSquare Capital Management
New York
$27.3M -$4.33M -217,858 -13%
BlackRock
9
BlackRock
New York
$26.1M +$36K +1,812 +0.1%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$23.2M +$3.97M +200,000 +20%
Ameriprise
11
Ameriprise
Minnesota
$14.3M -$8.93M -449,107 -38%
O
12
OppenheimerFunds
New York
$14.3M +$111K +5,583 +0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$14.2M +$1.55M +77,827 +12%
ORI
14
Oak Ridge Investments
Illinois
$14M +$2.07M +104,339 +17%
RIM
15
Ranger Investment Management
Texas
$13.3M +$6.43M +323,550 +89%
FAM
16
Fred Alger Management
New York
$11.3M +$1.25M +62,741 +12%
SIMG
17
Stephens Investment Management Group
Texas
$10.3M +$2.88M +145,097 +38%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$10.2M +$19.5K +982 +0.2%
KCM
19
Kornitzer Capital Management
Kansas
$9.32M +$2.39M +120,005 +33%
State Street
20
State Street
Massachusetts
$7.39M -$5.91M -297,225 -44%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.38M +$2.64M +132,703 +91%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$4.72M -$2.02M -101,866 -29%
Northern Trust
23
Northern Trust
Illinois
$4.52M -$43.5K -2,191 -0.9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.45M +$90.2K +4,536 +3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.42M -$58.2K -2,930 -2%

ELF Hedge Fund Activity: Q1 2018 in Review

92 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in e.l.f. Beauty (ELF) for Q1 2018, worth a combined $808M — down 12% from $914M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ELF and 15 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 35 added.

The largest buyer was Marathon Partners Equity Management, adding an estimated $59.6M. The largest seller was JP Morgan Chase, cutting an estimated $24.2M.

  • 92 institutional investors held e.l.f. Beauty (ELF) as of Q1 2018, down from 95 in Q4 2017.
  • Funds reported $808M of e.l.f. Beauty stock for Q1 2018, down 12% quarter-over-quarter.
  • 15 funds opened new e.l.f. Beauty positions in Q1 2018 and 18 closed out, a net change of -3 holders.
  • The largest e.l.f. Beauty buyer in Q1 2018 was Marathon Partners Equity Management, an estimated $59.6M added.
  • The largest e.l.f. Beauty seller in Q1 2018 was JP Morgan Chase, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2018.