PayPal
PYPL
2,337 hedge funds and large institutions have $121B invested in PayPal in 2022 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,148 increasing their positions, 821 reducing their positions, and 439 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 1,148 | Existing positions reduced: 821
3.31% less ownership
Funds ownership: 75.8% → 72.49% (-3.3%)
10% less funds holding
Funds holding: 2,608 → 2,337 (-271)
20% less call options, than puts
Call options by funds: $5.99B | Put options by funds: $7.53B
28% less capital invested
Capital invested by funds: $168B → $121B (-$47.7B)
45% less funds holding in top 10
Funds holding in top 10: 121 → 67 (-54)
55% less first-time investments, than exits
New positions opened: 197 | Existing positions closed: 439
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$756M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$724M |
| 3 |
ClearBridge Investments
New York
|
+$456M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$406M |
| 5 |
D.E. Shaw & Co
New York
|
+$368M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$3.12B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.89B |
| 3 |
Jennison Associates
New York
|
-$863M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$769M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$556M |
PYPL Hedge Fund Activity: Q1 2022 in Review
2,337 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in PayPal (PYPL) for Q1 2022, worth a combined $121B — down 28% from $168B a quarter earlier.
Sellers outnumbered buyers: 439 funds closed out of PYPL and 197 opened new positions — a net loss of 242 holders — while 821 trimmed existing stakes and 1,148 added.
The largest buyer was Loomis, Sayles & Company, adding an estimated $756M. The largest seller was Edgewood Management, exiting entirely with an estimated $3.12B sold.
- 2,337 institutional investors held PayPal (PYPL) as of Q1 2022, down from 2,608 in Q4 2021.
- Funds reported $121B of PayPal stock for Q1 2022, down 28% quarter-over-quarter.
- 197 funds opened new PayPal positions in Q1 2022 and 439 closed out, a net change of -242 holders.
- The largest PayPal buyer in Q1 2022 was Loomis, Sayles & Company, an estimated $756M added.
- The largest PayPal seller in Q1 2022 was Edgewood Management, an estimated $3.12B sold.
Based on aggregated 13F filings for Q1 2022.