OneSpan
OSPN
149 hedge funds and large institutions have $843M invested in OneSpan in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.
812% more call options, than puts
Call options by funds: $7.39M | Put options by funds: $810K
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
67% more capital invested
Capital invested by funds: $504M → $843M (+$338M)
9% more funds holding
Funds holding: 137 → 149 (+12)
5.59% more ownership
Funds ownership: 69.29% → 74.89% (+5.6%)
4% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 48
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$40.3M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$9.91M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$7.28M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$6.68M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legal & General Group
London,
United Kingdom
|
-$7.63M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$4.76M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.16M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.95M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.86M |
OSPN Hedge Fund Activity: Q2 2020 in Review
149 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OneSpan (OSPN) for Q2 2020, worth a combined $843M — up 67% from $504M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new OSPN positions and 17 closed out — a net gain of 13 holders — while 46 added to existing stakes and 48 trimmed.
The largest buyer was Sylebra Capital (HK), opening a new position worth an estimated $40.3M. The largest seller was Legal & General Group, cutting an estimated $7.63M.
- 149 institutional investors held OneSpan (OSPN) as of Q2 2020, up from 137 in Q1 2020.
- Funds reported $843M of OneSpan stock for Q2 2020, up 67% quarter-over-quarter.
- 30 funds opened new OneSpan positions in Q2 2020 and 17 closed out, a net change of +13 holders.
- The largest OneSpan buyer in Q2 2020 was Sylebra Capital (HK), an estimated $40.3M added.
- The largest OneSpan seller in Q2 2020 was Legal & General Group, an estimated $7.63M sold.
Based on aggregated 13F filings for Q2 2020.