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Groupon

181 hedge funds and large institutions have $3.19B invested in Groupon in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $3B → $3.19B (+$186M)

2% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 65

10% less funds holding

Funds holding: 200181 (-19)

38% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $116M

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
181
Holders Change
-19
Holders Change %
-9.5%
% of All Funds
5.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
22
Increased
64
Reduced
65
Closed
40
Calls
$72.3M
Puts
$116M
Net Calls
-$43.9M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
201
OMERS Administration Corp
Ontario, Canada
-$230K -1,740 Closed
QC
202
QCM Cayman
Texas
-$175K -1,322 Closed
PM
203
Parametrica Management
Hong Kong
-$164K -1,242 Closed
AP
204
AlpInvest Partners
Netherlands
-$132K -1,000 Closed
MTIM
205
Marathon Trading Investment Management
Pennsylvania
-$117K -901 Closed
BAAM
206
Baker Avenue Asset Management
California
-$110K -829 Closed
SCM
207
Stevens Capital Management
Pennsylvania
-$103K -778 Closed
RCM
208
Reynolds Capital Management
Nevada
-$96K -725 Closed
Prudential Financial
209
Prudential Financial
New Jersey
-$95K -716 Closed
B
210
Baird
Wisconsin
-$69K -518 Closed
FNBT
211
FineMark National Bank & Trust
Florida
-$66K -500 Closed
BRWA
212
B. Riley Wealth Advisors
Florida
-$39.8K -301 Closed
JT
213
Jump Trading
Illinois
-$37.6K -289 Closed
CLM
214
ClearBridge LLC (Maryland)
Maryland
-$33K -247 Closed
SF
215
Synovus Financial
Georgia
-$20K -150 Closed
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
-$10K -75 Closed
ACS
217
Archford Capital Strategies
Illinois
-$6.62K -50 Closed
DADC
218
D.A. Davidson & Co
Montana
-$6K -50 Closed
JIC
219
Joel Isaacson & Co
New York
-$1K -5 Closed
TFO
220
Tarbox Family Office
California
+$260 +2 +200%

GRPN Hedge Fund Activity: Q3 2014 in Review

181 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Groupon (GRPN) for Q3 2014, worth a combined $3.19B — up 6.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of GRPN and 22 opened new positions — a net loss of 18 holders — while 65 trimmed existing stakes and 64 added.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Tyrus Capital S.A.M., exiting entirely with an estimated $46M sold.

  • 181 institutional investors held Groupon (GRPN) as of Q3 2014, down from 200 in Q2 2014.
  • Funds reported $3.19B of Groupon stock for Q3 2014, up 6.2% quarter-over-quarter.
  • 22 funds opened new Groupon positions in Q3 2014 and 40 closed out, a net change of -18 holders.
  • The largest Groupon buyer in Q3 2014 was Fidelity Investments, an estimated $126M added.
  • The largest Groupon seller in Q3 2014 was Tyrus Capital S.A.M., an estimated $46M sold.

Based on aggregated 13F filings for Q3 2014.