Netshoes (Cayman) Limited
NETS
NETS was delisted on the 14th of June, 2019.
25 hedge funds and large institutions have $152M invested in Netshoes (Cayman) Limited in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 13 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
19% less funds holding
Funds holding: 31 → 25 (-6)
40% less capital invested
Capital invested by funds: $251M → $152M (-$99.8M)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$12.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.96M |
| 3 |
Morgan Stanley
New York
|
+$2.71M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$1.36M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
-$7.97M |
| 2 |
KM
Kora Management
Brooklyn,
New York
|
-$6.38M |
| 3 |
TM
Tikvah Management
Charlotte,
North Carolina
|
-$4.58M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.36M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.56M |
NETS Hedge Fund Activity: Q4 2017 in Review
25 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Netshoes (Cayman) Limited (NETS) for Q4 2017, worth a combined $152M — down 40% from $251M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of NETS and 7 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $12.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $7.97M sold.
- 25 institutional investors held Netshoes (Cayman) Limited (NETS) as of Q4 2017, down from 31 in Q3 2017.
- Funds reported $152M of Netshoes (Cayman) Limited stock for Q4 2017, down 40% quarter-over-quarter.
- 7 funds opened new Netshoes (Cayman) Limited positions in Q4 2017 and 13 closed out, a net change of -6 holders.
- The largest Netshoes (Cayman) Limited buyer in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $12.9M added.
- The largest Netshoes (Cayman) Limited seller in Q4 2017 was Ninety One (UK), an estimated $7.97M sold.
Based on aggregated 13F filings for Q4 2017.