Linx S.A.
LINX
LINX was delisted on the 25th of June, 2021.
14 hedge funds and large institutions have $72.1M invested in Linx S.A. in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 8 closing their positions.
31% less capital invested
Capital invested by funds: $105M → $72.1M (-$32.8M)
33% less funds holding
Funds holding: 21 → 14 (-7)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.97M |
| 2 |
BPGAM
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
+$835K |
| 3 |
Jane Street
New York
|
+$757K |
| 4 |
PCM
Prelude Capital Management
New York
|
+$32.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$10.9M |
| 2 |
PGF
Pelham Global Financials
London,
United Kingdom
|
-$10.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.9M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$5.78M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.83M |
LINX Hedge Fund Activity: Q4 2019 in Review
14 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Linx S.A. (LINX) for Q4 2019, worth a combined $72.1M — down 31% from $105M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LINX and 1 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $6.97M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $10.9M sold.
- 14 institutional investors held Linx S.A. (LINX) as of Q4 2019, down from 21 in Q3 2019.
- Funds reported $72.1M of Linx S.A. stock for Q4 2019, down 31% quarter-over-quarter.
- 1 fund opened new Linx S.A. positions in Q4 2019 and 8 closed out, a net change of -7 holders.
- The largest Linx S.A. buyer in Q4 2019 was Morgan Stanley, an estimated $6.97M added.
- The largest Linx S.A. seller in Q4 2019 was Itau Unibanco Holding S.A., an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2019.