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Global E Online

133 hedge funds and large institutions have $3.06B invested in Global E Online in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $27.6M

56% more capital invested

Capital invested by funds: $1.97B → $3.06B (+$1.1B)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 126133 (+7)

0.35% less ownership

Funds ownership: 61.21%60.86% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.12%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
30
Increased
44
Reduced
49
Closed
23
Calls
$43.9M
Puts
$27.6M
Net Calls
+$16.2M
Net Calls Change
+$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$492M +$315K +11,500 +0.1%
DIG
2
Dragoneer Investment Group
California
$436M +$19.5M +713,184 +6%
Morgan Stanley
3
Morgan Stanley
New York
$391M +$63.2M +2,306,000 +23%
VP
4
Vitruvian Partners
United Kingdom
$237M -$110M -3,998,980 -35%
Goldman Sachs
5
Goldman Sachs
New York
$176M -$21M -764,824 -12%
Artisan Partners
6
Artisan Partners
Wisconsin
$111M -$13.5M -492,236 -12%
EAM
7
Eventide Asset Management
Massachusetts
$90M +$17.6K +643 +0%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$74.9M -$71.4M -2,606,446 -53%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$70M -$871K -31,789 -1%
Temasek Holdings
10
Temasek Holdings
Singapore
$68.1M +$13.7M +500,000 +31%
NAMA
11
Nikko Asset Management Americas
New York
$67.3M -$871K -31,789 -1%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$58.8M -$1.98M -72,264 -4%
ZCI
13
Zevenbergen Capital Investments
Washington
$54.8M -$4.66M -170,155 -9%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$48.6M +$18.6M +677,271 +82%
WA
15
Wasatch Advisors
Utah
$44.5M -$220K -8,034 -0.6%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$42.6M +$336K +12,260 +0.9%
JP Morgan Chase
17
JP Morgan Chase
New York
$38.6M +$1.5M +54,809 +5%
AIM
18
ARK Investment Management
Florida
$38M +$6.58M +239,883 +26%
SSA
19
Schonfeld Strategic Advisors
New York
$35.1M +$29.8M +1,087,700 New
SCM
20
Spyglass Capital Management
California
$29.1M +$24.7M +902,518 New
MP
21
Marcho Partners
United Kingdom
$27.5M +$23.4M +853,976 New
Marshall Wace
22
Marshall Wace
United Kingdom
$27.5M -$5.57M -203,215 -19%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$26.4M +$10.3M +375,000 +84%
WCM
24
Wildcat Capital Management
New York
$23.7M -$841K -30,687 -4%
BCPEMI
25
Bain Capital Public Equity Management II
Massachusetts
$21.4M -$3.37M -122,863 -16%

GLBE Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global E Online (GLBE) for Q1 2023, worth a combined $3.06B — up 56% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GLBE positions and 23 closed out — a net gain of 7 holders — while 44 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.2M. The largest seller was Vitruvian Partners, cutting an estimated $110M.

  • 133 institutional investors held Global E Online (GLBE) as of Q1 2023, up from 126 in Q4 2022.
  • Funds reported $3.06B of Global E Online stock for Q1 2023, up 56% quarter-over-quarter.
  • 30 funds opened new Global E Online positions in Q1 2023 and 23 closed out, a net change of +7 holders.
  • The largest Global E Online buyer in Q1 2023 was Morgan Stanley, an estimated $63.2M added.
  • The largest Global E Online seller in Q1 2023 was Vitruvian Partners, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2023.