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Groupon

110 hedge funds and large institutions have $341M invested in Groupon in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

26% more capital invested

Capital invested by funds: $271M → $341M (+$70.4M)

24% more call options, than puts

Call options by funds: $70.4M | Put options by funds: $56.8M

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

5% more funds holding

Funds holding: 105110 (+5)

0.37% less ownership

Funds ownership: 66.17%65.8% (-0.37%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
44
Reduced
21
Closed
24
Calls
$70.4M
Puts
$56.8M
Net Calls
+$13.7M
Net Calls Change
-$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$136M +$47.8M +3,140,660 +45%
WHCM
2
Wolf Hill Capital Management
Connecticut
$17.9M +$20.4M +1,341,567 New
GECH
3
Garnet Equity Capital Holdings
New York
$16.7M +$5.88M +385,744 +44%
Marshall Wace
4
Marshall Wace
United Kingdom
$15M +$16.1M +1,055,621 +1,493%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15M -$93.5K -6,141 -0.5%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$10.1M +$3.09M +202,939 +37%
Two Sigma Investments
7
Two Sigma Investments
New York
$9.07M +$6.74M +442,410 +186%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$9.05M +$8.92M +585,662 +632%
DSCM
9
Divisadero Street Capital Management
Florida
$7.8M -$13.5M -886,796 -60%
Federated Hermes
10
Federated Hermes
Pennsylvania
$6.41M +$1.33M +87,074 +22%
BlackRock
11
BlackRock
New York
$6.17M +$466K +30,577 +7%
SC
12
Shay Capital
New York
$5.84M +$3.18M +209,101 +91%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.71M +$2.18M +143,244 +50%
Morgan Stanley
14
Morgan Stanley
New York
$5.4M -$12.8M -838,751 -67%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$5.39M +$5.95M +390,600 +3,125%
State Street
16
State Street
Massachusetts
$5.34M +$4.75M +311,993 +354%
Jane Street
17
Jane Street
New York
$4.59M +$934K +61,348 +22%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.84M +$911K +59,807 +26%
SM
19
Scoggin Management
New York
$3.17M +$2.09M +137,500 +138%
Goldman Sachs
20
Goldman Sachs
New York
$2.84M +$2.54M +166,857 +365%
LCM
21
Laurion Capital Management
New York
$2.78M
Millennium Management
22
Millennium Management
New York
$2.65M -$3.67M -240,972 -55%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$2.6M +$464K +30,472 +19%
Walleye Capital
24
Walleye Capital
New York
$2.5M +$2.13M +139,618 +294%
Walleye Trading
25
Walleye Trading
New York
$2.2M +$2.1M +137,965 +516%

GRPN Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Groupon (GRPN) for Q1 2024, worth a combined $341M — up 26% from $271M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GRPN positions and 24 closed out — a net gain of 5 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was Pale Fire Capital SE, adding an estimated $47.8M. The largest seller was Maple Rock Capital Partners, exiting entirely with an estimated $26M sold.

  • 110 institutional investors held Groupon (GRPN) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $341M of Groupon stock for Q1 2024, up 26% quarter-over-quarter.
  • 29 funds opened new Groupon positions in Q1 2024 and 24 closed out, a net change of +5 holders.
  • The largest Groupon buyer in Q1 2024 was Pale Fire Capital SE, an estimated $47.8M added.
  • The largest Groupon seller in Q1 2024 was Maple Rock Capital Partners, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2024.