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Establishment Labs

44 hedge funds and large institutions have $192M invested in Establishment Labs in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

26% more funds holding

Funds holding: 3544 (+9)

5.09% more ownership

Funds ownership: 48.65%53.74% (+5.1%)

33% less capital invested

Capital invested by funds: $286M → $192M (-$94.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1
JW Asset Management
Florida
$45M
RI
2
RTW Investments
New York
$33.5M +$6.33M +286,692 +14%
NCM
3
Nantahala Capital Management
Connecticut
$27.8M +$23.3M +1,053,647 +121%
Brown Advisory
4
Brown Advisory
Maryland
$14M +$15.9M +718,499 +289%
PA
5
Perceptive Advisors
New York
$13.3M -$2.82M -127,895 -12%
PVI
6
Pura Vida Investments
New York
$12.7M +$4.32M +195,627 +29%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$12.6M
UBS Group
8
UBS Group
Switzerland
$5.86M -$4.72K -214 -0.1%
CAC
9
Cowen and Company
New York
$4.31M +$3.94M +178,493 +149%
MF
10
Magnetar Financial
Illinois
$2.95M +$1.24M +56,216 +38%
BWM
11
BigSur Wealth Management
Florida
$2.17M -$18.6K -842 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$1.97M +$155K +7,035 +5%
PM
13
Prosight Management
Texas
$1.83M +$2.8M +126,658 New
Marshall Wace
14
Marshall Wace
United Kingdom
$1.83M +$2.79M +126,419 New
N
15
Nuveen
North Carolina
$1.49M +$2.28M +103,393 New
EAM
16
Eagle Asset Management
Florida
$1.39M +$2.12M +96,073 New
KCM
17
Kornitzer Capital Management
Kansas
$929K +$596K +27,000 +72%
IECM
18
Intrinsic Edge Capital Management
Illinois
$917K +$1.4M +63,445 New
SCM
19
Soleus Capital Management
Connecticut
$914K -$669K -30,306 -32%
ECM
20
ExodusPoint Capital Management
New York
$742K +$884K +40,037 +355%
Vanguard Group
21
Vanguard Group
Pennsylvania
$693K +$12.8K +580 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$586K +$467K +21,177 +109%
GPCM
23
Granite Point Capital Management
Massachusetts
$413K +$441K +20,000 +233%
Jane Street
24
Jane Street
New York
$375K +$573K +25,977 New
Two Sigma Investments
25
Two Sigma Investments
New York
$310K -$297K -13,462 -39%

ESTA Hedge Fund Activity: Q1 2020 in Review

44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Establishment Labs (ESTA) for Q1 2020, worth a combined $192M — down 33% from $286M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ESTA positions and 6 closed out — a net gain of 10 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $23.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.89M sold.

  • 44 institutional investors held Establishment Labs (ESTA) as of Q1 2020, up from 35 in Q4 2019.
  • Funds reported $192M of Establishment Labs stock for Q1 2020, down 33% quarter-over-quarter.
  • 16 funds opened new Establishment Labs positions in Q1 2020 and 6 closed out, a net change of +10 holders.
  • The largest Establishment Labs buyer in Q1 2020 was Nantahala Capital Management, an estimated $23.3M added.
  • The largest Establishment Labs seller in Q1 2020 was Wellington Management Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2020.