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Etsy
ETSY

364 hedge funds and large institutions have $4.51B invested in Etsy in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1.68% more ownership

Funds ownership: 97.33% → 99.01% (+1.7%)

4% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 74

0% less funds holding

Funds holding: 365 → 364 (-1)

10% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $100M

12% less capital invested

Capital invested by funds: $5.12B → $4.51B (-$613M)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
364
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
77
Increased
126
Reduced
113
Closed
74
Calls
$90.5M
Puts
$100M
Net Calls
-$9.72M
Net Calls Change
+$12M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$191M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$104M
3
VM
Valinor Management
New York
+$69.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$50.9M
5
CCM
Cadian Capital Management
New York
+$45.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$78M
2
Renaissance Technologies
Renaissance Technologies
New York
-$70M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$51.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$47.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$6K -$49 -1 -0.6%
FCM
327
Firestone Capital Management
Florida
$6K – – –
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$6K +$3.66K +75 +83%
TFGT
329
TS Financial Group (TSFG)
Illinois
$6K +$7.33K +150 New
BCM
330
Blume Capital Management
California
$5K – – –
CFA
331
Carroll Financial Associates
North Carolina
$5K – – –
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SFPG
333
Stonebridge Financial Planning Group
Florida
$5K – – –
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.88K +100 +400%
ATC
335
Adirondack Trust Company
New York
$4K – – –
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$4K – – –
GI
337
Gradient Investments
Minnesota
$4K – – –
WEC
338
Winslow Evans & Crocker
Massachusetts
$4K +$586 +12 +13%
BBHC
339
Brown Brothers Harriman & Co
New York
$4K +$4.49K +92 New
PFBT
340
Parkside Financial Bank & Trust
Missouri
$4K +$4.88K +100 New
GEA
341
Glen Eagle Advisors
New Jersey
$3.84K -$4.88K -100 -50%
BWP
342
Baldwin Wealth Partners
Massachusetts
$3K – – –
EWP
343
Engrave Wealth Partners
Texas
$3K +$3.91K +80 New
LWANC
344
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
HFM
345
Hartford Financial Management
Connecticut
$2K +$1.95K +40 New
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.95K +40 +1,000%
PRC
347
Pearl River Capital
Michigan
$2K +$2.2K +45 New
AF
348
Advisornet Financial
Minnesota
$2K +$2.44K +50 New
MWM
349
MBE Wealth Management
Wisconsin
$2K +$3.22K +66 New
BCA
350
Berman Capital Advisors
Georgia
$1K -$1.03K -21 -22%
12 13
14
15 16

ETSY Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Etsy (ETSY) for Q1 2020, worth a combined $4.51B — down 12% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ETSY positions and 74 closed out — a net gain of 3 holders — while 126 added to existing stakes and 113 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $191M. The largest seller was Goldman Sachs, cutting an estimated $78M.

  • 364 institutional investors held Etsy (ETSY) as of Q1 2020, down from 365 in Q4 2019.
  • Funds reported $4.51B of Etsy stock for Q1 2020, down 12% quarter-over-quarter.
  • 77 funds opened new Etsy positions in Q1 2020 and 74 closed out, a net change of +3 holders.
  • The largest Etsy buyer in Q1 2020 was Wellington Management Group, an estimated $191M added.
  • The largest Etsy seller in Q1 2020 was Goldman Sachs, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2020.