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Global E Online

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.

New
Increased
Maintained
Reduced
Closed

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: 130126 (-4)

20% less funds holding in top 10

Funds holding in top 10: 108 (-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

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
31
Increased
45
Reduced
40
Closed
32
Calls
$33.3M
Puts
$57.6M
Net Calls
-$24.3M
Net Calls Change
-$8.17M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$315M +$2.88M +126,800 +0.8%
DIG
2
Dragoneer Investment Group
California
$264M +$87.1M +3,840,025 +43%
VP
3
Vitruvian Partners
United Kingdom
$234M
Morgan Stanley
4
Morgan Stanley
New York
$203M +$55.5M +2,446,452 +33%
Goldman Sachs
5
Goldman Sachs
New York
$129M -$31.4M -1,384,163 -18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$102M -$16.8M -741,127 -13%
Artisan Partners
7
Artisan Partners
Wisconsin
$81.4M -$20.3M -896,130 -19%
EAM
8
Eventide Asset Management
Massachusetts
$57.6M +$6.55M +288,790 +12%
NAMA
9
Nikko Asset Management Americas
New York
$45.5M -$817K -36,008 -2%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$45.5M -$817K -36,008 -2%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$39.1M -$2.15M -94,856 -5%
ZCI
12
Zevenbergen Capital Investments
Washington
$38.6M +$230K +10,139 +0.5%
Temasek Holdings
13
Temasek Holdings
Singapore
$33.3M +$36.6M +1,612,000 New
WA
14
Wasatch Advisors
Utah
$28.7M -$927K -40,861 -3%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$27M -$2.62M -115,517 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$23.6M +$282K +12,441 +1%
Marshall Wace
17
Marshall Wace
United Kingdom
$21.8M -$9.24M -407,321 -28%
AIM
18
ARK Investment Management
Florida
$19.4M -$1.31M -57,855 -6%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$17.1M -$9.59M -422,744 -34%
TCM
20
TimesSquare Capital Management
New York
$16.9M -$1.38M -60,600 -7%
BCPEMI
21
Bain Capital Public Equity Management II
Massachusetts
$16.2M +$6.96M +306,581 +64%
WCM
22
Wildcat Capital Management
New York
$15.8M +$2.27M +100,000 +15%
HIIFS
23
Harel Insurance Investments & Financial Services
Israel
$15.7M +$9.02M +397,516 +110%
Norges Bank
24
Norges Bank
Norway
$13M +$65.2K +2,871 +0.5%
Man Group
25
Man Group
United Kingdom
$11.3M -$10.7M -473,642 -46%

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.