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Groupon

200 hedge funds and large institutions have $3B invested in Groupon in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less funds holding

Funds holding: 208200 (-8)

18% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 44

19% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $111M

21% less capital invested

Capital invested by funds: $3.81B → $3B (-$803M)

Holders
200
Holders Change
-8
Holders Change %
-3.85%
% of All Funds
5.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
36
Increased
76
Reduced
60
Closed
44
Calls
$89.8M
Puts
$111M
Net Calls
-$20.8M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
LionEye Capital Management
New York
-$6.56M -41,855 Closed
EVM
202
Eaton Vance Management
Massachusetts
-$6.06M -38,638 Closed
Balyasny Asset Management
203
Balyasny Asset Management
Illinois
-$4.83M -36,646 Closed
CBCM
204
Charter Bridge Capital Management
New York
-$4.73M -35,862 Closed
Parallax Volatility Advisers
205
Parallax Volatility Advisers
California
-$2.22M -16,825 Closed
SI
206
SII Investments
Wisconsin
-$3.04M -15,381 Closed
Axa
207
Axa
France
-$2.35M -15,000 Closed
WCM
208
Westend Capital Management
California
-$1.95M -14,010 Closed
SCA
209
SAC Capital Advisors
Connecticut
-$1.93M -12,275 Closed
Boston Partners
210
Boston Partners
Massachusetts
-$1.89M -12,069 Closed
EGM
211
Espalier Global Management
New York
-$1.84M -11,750 Closed
TD Asset Management
212
TD Asset Management
Ontario, Canada
-$1.76M -11,250 Closed
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
-$1.68M -10,710 Closed
CIP
214
Convergence Investment Partners
Florida
-$1.32M -8,445 Closed
IIM
215
Ivory Investment Management
New York
-$1.08M -6,883 Closed
GP
216
GLG Partners
United Kingdom
-$1.06M -6,784 Closed
CBOA
217
Commonwealth Bank of Australia
Australia
-$992K -6,326 Closed
RAM
218
RWC Asset Management
United Kingdom
-$880K -5,909 Closed
Connor, Clark & Lunn Investment Management (CC&L)
219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$753K -4,350 Closed
GL
220
GLG LLC
New York
-$563K -3,593 Closed
TMC
221
Trellus Management Company
Florida
-$494K -3,151 Closed
ACI
222
Alpha Cubed Investments
California
-$430K -2,744 Closed
Comerica Bank
223
Comerica Bank
Texas
-$314K -2,000 Closed
SGH
224
Schonfeld Group Holdings
New York
-$265K -1,689 Closed
GAM
225
Gotham Asset Management
New York
-$264K -1,686 Closed

GRPN Hedge Fund Activity: Q2 2014 in Review

200 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Groupon (GRPN) for Q2 2014, worth a combined $3B — down 21% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of GRPN and 36 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $75.4M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 200 institutional investors held Groupon (GRPN) as of Q2 2014, down from 208 in Q1 2014.
  • Funds reported $3B of Groupon stock for Q2 2014, down 21% quarter-over-quarter.
  • 36 funds opened new Groupon positions in Q2 2014 and 44 closed out, a net change of -8 holders.
  • The largest Groupon buyer in Q2 2014 was Fidelity Investments, an estimated $75.4M added.
  • The largest Groupon seller in Q2 2014 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q2 2014.