SPS Commerce
SPSC
162 hedge funds and large institutions have $1.23B invested in SPS Commerce in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 20 closing their positions.
207.34% more ownership
Funds ownership: 0% → 207.34% (+207%)
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
0% more funds holding
Funds holding: 162 → 162 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 58
5% less capital invested
Capital invested by funds: $1.3B → $1.23B (-$70M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $321K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hound Partners
New York
|
+$36.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.7M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.16M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$30.2M |
| 2 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$10.7M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$9.38M |
| 4 |
TA
Teachers Advisors
New York
|
-$8.64M |
| 5 |
Goldman Sachs
New York
|
-$7.93M |
SPSC Hedge Fund Activity: Q4 2016 in Review
162 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in SPS Commerce (SPSC) for Q4 2016, worth a combined $1.23B — down 5.4% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SPSC positions and 20 closed out — a net gain of 2 holders — while 53 added to existing stakes and 58 trimmed.
The largest buyer was Hound Partners, adding an estimated $36.1M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $30.2M.
- 162 institutional investors held SPS Commerce (SPSC) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $1.23B of SPS Commerce stock for Q4 2016, down 5.4% quarter-over-quarter.
- 22 funds opened new SPS Commerce positions in Q4 2016 and 20 closed out, a net change of +2 holders.
- The largest SPS Commerce buyer in Q4 2016 was Hound Partners, an estimated $36.1M added.
- The largest SPS Commerce seller in Q4 2016 was Columbia Wanger Asset Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2016.