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Global E Online

140 hedge funds and large institutions have $2.58B invested in Global E Online in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 25

0.86% more ownership

Funds ownership: 51.68%52.54% (+0.86%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 143140 (-3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

43% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $36M

46% less capital invested

Capital invested by funds: $4.77B → $2.58B (-$2.19B)

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
47
Increased
63
Reduced
25
Closed
49
Calls
$20.5M
Puts
$36M
Net Calls
-$15.5M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1
Vitruvian Partners
United Kingdom
$534M -$227M -6,024,871 -28%
ACA
2
Abdiel Capital Advisors
New York
$338M +$136M +3,606,627 +56%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M -$37.8M -1,001,570 -12%
Viking Global Investors
4
Viking Global Investors
Connecticut
$173M +$3.38M +89,557 +2%
Artisan Partners
5
Artisan Partners
Wisconsin
$151M +$82.7M +2,192,912 +97%
SIM
6
SRS Investment Management
New York
$135M +$22.5M +596,760 +18%
EAM
7
Eventide Asset Management
Massachusetts
$84.3M +$13.4M +355,505 +17%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$79.6M +$27.2M +720,100 +44%
DIG
9
Dragoneer Investment Group
California
$75.8M +$38.1M +1,008,637 +82%
SHIM
10
Spruce House Investment Management
New York
$69.1M
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$55.8M -$739K -19,587 -1%
ZCI
12
Zevenbergen Capital Investments
Washington
$51M +$1.43M +37,889 +3%
NAMA
13
Nikko Asset Management Americas
New York
$47.9M +$53.9M +1,429,021 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$41.3M +$20.1M +532,977 +77%
Morgan Stanley
15
Morgan Stanley
New York
$40.8M -$4.93M -130,697 -10%
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$37.2M +$11.2M +297,060 +37%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$33M +$13.7M +362,466 +59%
JP Morgan Chase
18
JP Morgan Chase
New York
$31.9M -$64.3M -1,704,191 -64%
TCM
19
TimesSquare Capital Management
New York
$23.6M -$5.19M -137,620 -16%
DFO
20
Duquesne Family Office
New York
$19.4M +$21.7M +575,630 New
AIM
21
ARK Investment Management
Florida
$19M +$21.2M +563,078 New
Goldman Sachs
22
Goldman Sachs
New York
$17.6M +$16.5M +436,124 +511%
APC
23
Alta Park Capital
California
$17.3M -$11M -292,016 -36%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$17.1M +$13.1M +346,700 +219%
Holocene Advisors
25
Holocene Advisors
New York
$16.1M +$1.53M +40,674 +9%

GLBE Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global E Online (GLBE) for Q1 2022, worth a combined $2.58B — down 46% from $4.77B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of GLBE and 47 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 63 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $136M. The largest seller was Vitruvian Partners, cutting an estimated $227M.

  • 140 institutional investors held Global E Online (GLBE) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $2.58B of Global E Online stock for Q1 2022, down 46% quarter-over-quarter.
  • 47 funds opened new Global E Online positions in Q1 2022 and 49 closed out, a net change of -2 holders.
  • The largest Global E Online buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $136M added.
  • The largest Global E Online seller in Q1 2022 was Vitruvian Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2022.