Global E Online
GLBE
126 hedge funds and large institutions have $1.97B invested in Global E Online in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 32 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 40
0.52% less ownership
Funds ownership: 61.73% → 61.21% (-0.52%)
3% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 32
3% less funds holding
Funds holding: 130 → 126 (-4)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
23% less capital invested
Capital invested by funds: $2.57B → $1.97B (-$601M)
42% less call options, than puts
Call options by funds: $33.3M | Put options by funds: $57.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$87.1M |
| 2 |
Morgan Stanley
New York
|
+$55.5M |
| 3 |
Temasek Holdings
Singapore
|
+$36.6M |
| 4 |
NI
Noked Israel
Ramat Hasharon,
Israel
|
+$10.9M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$9.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHIM
Spruce House Investment Management
New York
|
-$54.8M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$42.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$35.1M |
| 4 |
Goldman Sachs
New York
|
-$31.4M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$20.3M |
GLBE Hedge Fund Activity: Q4 2022 in Review
126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global E Online (GLBE) for Q4 2022, worth a combined $1.97B — down 23% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of GLBE and 31 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 45 added.
The largest buyer was Dragoneer Investment Group, adding an estimated $87.1M. The largest seller was Spruce House Investment Management, exiting entirely with an estimated $54.8M sold.
- 126 institutional investors held Global E Online (GLBE) as of Q4 2022, down from 130 in Q3 2022.
- Funds reported $1.97B of Global E Online stock for Q4 2022, down 23% quarter-over-quarter.
- 31 funds opened new Global E Online positions in Q4 2022 and 32 closed out, a net change of -1 holder.
- The largest Global E Online buyer in Q4 2022 was Dragoneer Investment Group, an estimated $87.1M added.
- The largest Global E Online seller in Q4 2022 was Spruce House Investment Management, an estimated $54.8M sold.
Based on aggregated 13F filings for Q4 2022.