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PagSeguro Digital
PAGS

263 hedge funds and large institutions have $8.59B invested in PagSeguro Digital in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $388M | Put options by funds: $111M

81% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 64

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 243 → 263 (+20)

3.79% less ownership

Funds ownership: 107.09% → 103.3% (-3.8%)

22% less capital invested

Capital invested by funds: $11B → $8.59B (-$2.37B)

Holders
263
Holders Change
+20
Holders Change %
+8.23%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
54
Increased
116
Reduced
64
Closed
33
Calls
$388M
Puts
$111M
Net Calls
+$277M
Net Calls Change
+$212M

Top Buyers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
+$145M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$118M
3
CGI
Comgest Global Investors
France
+$109M
4
BlackRock
BlackRock
New York
+$82.8M
5
Capital International Investors
Capital International Investors
California
+$64.6M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$635M
2
Invesco
Invesco
Georgia
-$369M
3
SEI Investments
SEI Investments
Pennsylvania
-$106M
4
Capital World Investors
Capital World Investors
California
-$91.9M
5
SCH
Sylebra Capital (HK)
Hong Kong
-$87.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$69.9M – – –
Goldman Sachs
27
Goldman Sachs
New York
$62.6M +$2.65M +49,429 +4%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$59.9M +$54.4M +1,014,501 +363%
CG
29
Compass Group
New York
$56.7M +$6.38M +118,955 +11%
Axa
30
Axa
France
$56.1M -$3.68M -68,680 -5%
CFM
31
Coronation Fund Managers
South Africa
$54.8M +$12.2M +227,232 +24%
SCM
32
Steadfast Capital Management
New York
$52.6M -$31.7M -591,762 -34%
CII
33
Capital International Inc
California
$49.1M +$2.97M +55,483 +6%
N
34
Nuveen
North Carolina
$47.7M -$1.56M -29,061 -3%
CI
35
Clal Insurance
Israel
$43.9M -$2.25M -42,000 -4%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$43.8M -$366K -6,828 -0.7%
Lazard Asset Management
37
Lazard Asset Management
New York
$42.1M +$2.84M +53,036 +6%
WP
38
Woodline Partners
California
$41.8M +$48.4M +902,254 New
AM
39
Atreides Management
Massachusetts
$41.4M +$13.8M +256,603 +40%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$40.7M +$4.38M +81,666 +10%
PC
41
PointState Capital
New York
$40.7M -$13.1M -244,687 -22%
Millennium Management
42
Millennium Management
New York
$39.7M +$29M +540,987 +171%
DCM
43
Driehaus Capital Management
Illinois
$38.3M -$2.82M -52,660 -6%
GPGA
44
Grandeur Peak Global Advisors
Utah
$35.8M -$3.9M -72,679 -9%
NIPH
45
NN Investment Partners Holdings
Netherlands
$35M +$858K +16,000 +2%
Barclays
46
Barclays
United Kingdom
$30M +$34.4M +641,977 +11,368%
Citadel Advisors
47
Citadel Advisors
Florida
$28.8M +$13.8M +258,183 +71%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$27.7M +$258K +4,806 +0.8%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M -$158K -2,952 -0.5%
Fidelity International
50
Fidelity International
Bermuda
$26.7M -$4.13M -77,065 -12%
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PAGS Hedge Fund Activity: Q1 2021 in Review

263 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q1 2021, worth a combined $8.59B — down 22% from $11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PAGS positions and 33 closed out — a net gain of 21 holders — while 116 added to existing stakes and 64 trimmed.

The largest buyer was Melvin Capital Management, adding an estimated $145M. The largest seller was Artisan Partners, cutting an estimated $635M.

  • 263 institutional investors held PagSeguro Digital (PAGS) as of Q1 2021, up from 243 in Q4 2020.
  • Funds reported $8.59B of PagSeguro Digital stock for Q1 2021, down 22% quarter-over-quarter.
  • 54 funds opened new PagSeguro Digital positions in Q1 2021 and 33 closed out, a net change of +21 holders.
  • The largest PagSeguro Digital buyer in Q1 2021 was Melvin Capital Management, an estimated $145M added.
  • The largest PagSeguro Digital seller in Q1 2021 was Artisan Partners, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2021.