SendGrid, Inc.
SEND
SEND was delisted on the 31st of January, 2019.
145 hedge funds and large institutions have $1.85B invested in SendGrid, Inc. in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 37 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
26% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 35
25% more capital invested
Capital invested by funds: $1.47B → $1.85B (+$372M)
10% more funds holding
Funds holding: 132 → 145 (+13)
21% less call options, than puts
Call options by funds: $5.91M | Put options by funds: $7.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
+$82.4M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$77.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$46.7M |
| 4 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$35.3M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$52.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$35M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$34.5M |
| 4 |
JCAM
Jericho Capital Asset Management
New York
|
-$31.7M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$25.8M |
SEND Hedge Fund Activity: Q4 2018 in Review
145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SendGrid, Inc. (SEND) for Q4 2018, worth a combined $1.85B — up 25% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SEND positions and 37 closed out — a net gain of 14 holders — while 44 added to existing stakes and 35 trimmed.
The largest buyer was Foxhaven Asset Management, opening a new position worth an estimated $82.4M. The largest seller was Wells Fargo, cutting an estimated $52.8M.
- 145 institutional investors held SendGrid, Inc. (SEND) as of Q4 2018, up from 132 in Q3 2018.
- Funds reported $1.85B of SendGrid, Inc. stock for Q4 2018, up 25% quarter-over-quarter.
- 51 funds opened new SendGrid, Inc. positions in Q4 2018 and 37 closed out, a net change of +14 holders.
- The largest SendGrid, Inc. buyer in Q4 2018 was Foxhaven Asset Management, an estimated $82.4M added.
- The largest SendGrid, Inc. seller in Q4 2018 was Wells Fargo, an estimated $52.8M sold.
Based on aggregated 13F filings for Q4 2018.