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Establishment Labs

105 hedge funds and large institutions have $1.02B invested in Establishment Labs in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,594% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $3.15M

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

1.85% more ownership

Funds ownership: 78.69%80.54% (+1.9%)

3% less funds holding

Funds holding: 108105 (-3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less capital invested

Capital invested by funds: $1.39B → $1.02B (-$370M)

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.67%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
13
Increased
39
Reduced
30
Closed
16
Calls
$53.4M
Puts
$3.15M
Net Calls
+$50.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1
JW Asset Management
Florida
$157M
RI
2
RTW Investments
New York
$122M
NCM
3
Nantahala Capital Management
Connecticut
$92.6M +$2.65M +44,383 +2%
Brown Advisory
4
Brown Advisory
Maryland
$72.7M +$704K +11,780 +0.8%
CAC
5
Cowen and Company
New York
$56M +$10.5M +175,000 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
$42.8M -$231K -3,867 -0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$30.6M +$1.64M +27,365 +5%
NIP
8
Nicholas Investment Partners
California
$30.5M +$5.06M +84,607 +16%
MF
9
Magnetar Financial
Illinois
$29.7M +$12.4M +206,919 +52%
ITP
10
Iron Triangle Partners
Connecticut
$28M +$1.93M +32,220 +6%
PVI
11
Pura Vida Investments
New York
$26.6M +$3.18M +53,205 +11%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$26.3M +$3.67M +61,326 +13%
UBS Group
13
UBS Group
Switzerland
$18.7M -$775K -12,961 -3%
RHJA
14
Rice Hall James & Associates
California
$18.1M +$6.42M +107,441 +41%
BAMCO Inc
15
BAMCO Inc
New York
$16.4M +$4.48M +75,000 +29%
MAM
16
Madryn Asset Management
New York
$15.8M
KCM
17
Kornitzer Capital Management
Kansas
$15.1M
BFM
18
Boothbay Fund Management
New York
$14.1M +$7.09M +118,692 +71%
American Century Companies
19
American Century Companies
Missouri
$13.9M +$229K +3,831 +1%
PA
20
Perceptive Advisors
New York
$13.6M -$8.8M -147,241 -35%
Artisan Partners
21
Artisan Partners
Wisconsin
$13.5M
Morgan Stanley
22
Morgan Stanley
New York
$13.4M -$2.7M -45,121 -14%
AAA
23
Affinity Asset Advisors
New York
$11.7M +$1.64M +27,500 +13%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$11.2M -$3.91M -65,443 -22%
PCH
25
Polar Capital Holdings
United Kingdom
$11.1M -$167K -2,796 -1%

ESTA Hedge Fund Activity: Q3 2023 in Review

105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Establishment Labs (ESTA) for Q3 2023, worth a combined $1.02B — down 27% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ESTA and 13 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 39 added.

The largest buyer was Magnetar Financial, adding an estimated $12.4M. The largest seller was Perceptive Advisors, cutting an estimated $8.8M.

  • 105 institutional investors held Establishment Labs (ESTA) as of Q3 2023, down from 108 in Q2 2023.
  • Funds reported $1.02B of Establishment Labs stock for Q3 2023, down 27% quarter-over-quarter.
  • 13 funds opened new Establishment Labs positions in Q3 2023 and 16 closed out, a net change of -3 holders.
  • The largest Establishment Labs buyer in Q3 2023 was Magnetar Financial, an estimated $12.4M added.
  • The largest Establishment Labs seller in Q3 2023 was Perceptive Advisors, an estimated $8.8M sold.

Based on aggregated 13F filings for Q3 2023.