PagSeguro Digital
PAGS
239 hedge funds and large institutions have $7.73B invested in PagSeguro Digital in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 64 increasing their positions, 93 reducing their positions, and 23 closing their positions.
165% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 23
102% more call options, than puts
Call options by funds: $101M | Put options by funds: $50.3M
19% more funds holding
Funds holding: 201 → 239 (+38)
12% more capital invested
Capital invested by funds: $6.93B → $7.73B (+$801M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
6.74% less ownership
Funds ownership: 109.7% → 102.96% (-6.7%)
31% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$221M |
| 2 |
CIEP
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
+$47.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$47.2M |
| 4 |
CG
Compass Group
New York
|
+$37.1M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$191M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$164M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$88.8M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$58M |
| 5 |
Goldman Sachs
New York
|
-$57.7M |
PAGS Hedge Fund Activity: Q3 2019 in Review
239 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q3 2019, worth a combined $7.73B — up 12% from $6.93B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new PAGS positions and 23 closed out — a net gain of 38 holders — while 64 added to existing stakes and 93 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $221M. The largest seller was Melvin Capital Management, cutting an estimated $191M.
- 239 institutional investors held PagSeguro Digital (PAGS) as of Q3 2019, up from 201 in Q2 2019.
- Funds reported $7.73B of PagSeguro Digital stock for Q3 2019, up 12% quarter-over-quarter.
- 61 funds opened new PagSeguro Digital positions in Q3 2019 and 23 closed out, a net change of +38 holders.
- The largest PagSeguro Digital buyer in Q3 2019 was Fidelity Investments, an estimated $221M added.
- The largest PagSeguro Digital seller in Q3 2019 was Melvin Capital Management, an estimated $191M sold.
Based on aggregated 13F filings for Q3 2019.