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PagSeguro Digital
PAGS

191 hedge funds and large institutions have $5.42B invested in PagSeguro Digital in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $182M | Put options by funds: $52.6M

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

63% more capital invested

Capital invested by funds: $3.32B → $5.42B (+$2.1B)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

21% more funds holding

Funds holding: 158 → 191 (+33)

0.49% more ownership

Funds ownership: 112.31% → 112.8% (+0.49%)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.13%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
59
Increased
53
Reduced
59
Closed
25
Calls
$182M
Puts
$52.6M
Net Calls
+$129M
Net Calls Change
+$47.4M

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$55.5M
2
SCH
Sylebra Capital (HK)
Hong Kong
+$46.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$44.7M
4
Wells Fargo
Wells Fargo
California
+$42M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
-$179M
2
Goldman Sachs
Goldman Sachs
New York
-$77.5M
3
Ameriprise
Ameriprise
Minnesota
-$66.4M
4
NCA
Newbrook Capital Advisors
New York
-$47.7M
5
SCM
Steadfast Capital Management
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
26
Echo Street Capital Management
New York
$47M +$5.95M +238,423 +18%
TCM
27
Tekne Capital Management
New York
$45.5M +$27.8M +1,113,809 +270%
CIEP
28
Constellation Investimentos e Participacoes
Brazil
$43.4M +$36.3M +1,454,129 New
HSC
29
Harbor Spring Capital
New York
$42.2M -$2.37M -94,900 -6%
Bank of America
30
Bank of America
North Carolina
$42M +$6.91M +276,992 +25%
TGHSA
31
TPG Group Holdings (SBS) Advisors
Texas
$41.6M – – –
CGM
32
Capital Growth Management
Massachusetts
$40.7M +$34.1M +1,365,000 New
WRCM
33
Whale Rock Capital Management
Massachusetts
$40.1M +$33.5M +1,342,123 New
Lazard Asset Management
34
Lazard Asset Management
New York
$38.5M -$438K -17,547 -1%
American Century Companies
35
American Century Companies
Missouri
$33.6M -$313K -12,545 -1%
CCM
36
Cadian Capital Management
New York
$32.8M -$29.4M -1,177,300 -52%
Goldman Sachs
37
Goldman Sachs
New York
$32.1M -$77.5M -3,107,451 -74%
FG
38
Formula Growth
Quebec, Canada
$30.6M -$2.2M -88,000 -8%
TCIM
39
TIAA CREF Investment Management
New York
$30.4M +$2.24M +89,582 +10%
BlackRock
40
BlackRock
New York
$27M +$1.66M +66,552 +8%
Axa
41
Axa
France
$25.3M -$496K -19,890 -2%
DCM
42
Driehaus Capital Management
Illinois
$24.2M +$20.3M +812,217 New
PI
43
Putnam Investments
Massachusetts
$22.3M +$4.24M +169,871 +29%
PGF
44
Pelham Global Financials
United Kingdom
$22.2M -$9.89M -396,590 -35%
MMH
45
Menora Mivtachim Holdings
Israel
$22.1M +$8.48M +340,000 +85%
SGDR
46
SPX Gestao de Recursos
Brazil
$20.9M +$17.5M +701,169 New
Invesco
47
Invesco
Georgia
$20.7M +$487K +19,504 +3%
TA
48
Teachers Advisors
New York
$19M -$2.74M -109,900 -15%
JAM
49
Jupiter Asset Management
United Kingdom
$18M +$1.23M +49,316 +9%
Millennium Management
50
Millennium Management
New York
$18M +$10.3M +412,722 +219%
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PAGS Hedge Fund Activity: Q1 2019 in Review

191 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q1 2019, worth a combined $5.42B — up 63% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PAGS positions and 25 closed out — a net gain of 34 holders — while 53 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $55.5M. The largest seller was Melvin Capital Management, cutting an estimated $179M.

  • 191 institutional investors held PagSeguro Digital (PAGS) as of Q1 2019, up from 158 in Q4 2018.
  • Funds reported $5.42B of PagSeguro Digital stock for Q1 2019, up 63% quarter-over-quarter.
  • 59 funds opened new PagSeguro Digital positions in Q1 2019 and 25 closed out, a net change of +34 holders.
  • The largest PagSeguro Digital buyer in Q1 2019 was Bessemer Group, an estimated $55.5M added.
  • The largest PagSeguro Digital seller in Q1 2019 was Melvin Capital Management, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2019.