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Global E Online

236 hedge funds and large institutions have $4.72B invested in Global E Online in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

82% more call options, than puts

Call options by funds: $75.7M | Put options by funds: $41.5M

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

18% more capital invested

Capital invested by funds: $3.98B → $4.72B (+$736M)

12% more funds holding

Funds holding: 210236 (+26)

11.9% more ownership

Funds ownership: 60.92%72.82% (+12%)

Holders
236
Holders Change
+26
Holders Change %
+12.38%
% of All Funds
3.44%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
54
Increased
94
Reduced
56
Closed
27
Calls
$75.7M
Puts
$41.5M
Net Calls
+$34.2M
Net Calls Change
+$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.33B +$639M +17,735,080 +112%
DIG
2
Dragoneer Investment Group
California
$493M +$43.3M +1,202,369 +11%
ACA
3
Abdiel Capital Advisors
New York
$446M -$16.2M -448,838 -4%
Goldman Sachs
4
Goldman Sachs
New York
$175M -$12.6M -349,104 -7%
VP
5
Vitruvian Partners
United Kingdom
$143M
BlackRock
6
BlackRock
New York
$128M +$5.81M +161,313 +5%
Capital World Investors
7
Capital World Investors
California
$123M +$95.4M +2,649,873 +582%
Temasek Holdings
8
Temasek Holdings
Singapore
$117M +$15.6M +434,034 +17%
EAM
9
Eventide Asset Management
Massachusetts
$97.7M +$481K +13,350 +0.5%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$95.2M +$7.83M +217,482 +10%
NAMA
11
Nikko Asset Management Americas
New York
$88M +$7.83M +217,415 +11%
ZCI
12
Zevenbergen Capital Investments
Washington
$68.7M +$2.29M +63,614 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$68.4M +$1.85M +51,323 +3%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$66.8M +$3.63M +100,864 +6%
SCM
15
Spyglass Capital Management
California
$59.1M +$14.6M +406,401 +37%
CAM
16
Contour Asset Management
New York
$57.8M +$52.5M +1,458,892 New
State Street
17
State Street
Massachusetts
$52.2M +$8.55M +237,386 +22%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$51.2M +$523K +14,514 +1%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$49.3M -$785K -21,789 -2%
AIM
20
ARK Investment Management
Florida
$44.9M +$2.66M +73,753 +7%
Man Group
21
Man Group
United Kingdom
$41.8M +$38M +1,054,946 New
WA
22
Wasatch Advisors
Utah
$41.1M -$86.9K -2,412 -0.2%
BCPEMI
23
Bain Capital Public Equity Management II
Massachusetts
$39.3M +$15.5M +429,367 +76%
Millennium Management
24
Millennium Management
New York
$36.9M +$5.19M +144,176 +18%
BIM
25
Barton Investment Management
Pennsylvania
$33.3M +$1.67M +46,281 +6%

GLBE Hedge Fund Activity: Q4 2023 in Review

236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global E Online (GLBE) for Q4 2023, worth a combined $4.72B — up 18% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GLBE positions and 27 closed out — a net gain of 27 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $639M. The largest seller was Artisan Partners, exiting entirely with an estimated $100M sold.

  • 236 institutional investors held Global E Online (GLBE) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $4.72B of Global E Online stock for Q4 2023, up 18% quarter-over-quarter.
  • 54 funds opened new Global E Online positions in Q4 2023 and 27 closed out, a net change of +27 holders.
  • The largest Global E Online buyer in Q4 2023 was Morgan Stanley, an estimated $639M added.
  • The largest Global E Online seller in Q4 2023 was Artisan Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2023.