SPS Commerce
SPSC
316 hedge funds and large institutions have $4.09B invested in SPS Commerce in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 39 closing their positions.
19% more call options, than puts
Call options by funds: $700K | Put options by funds: $589K
0.44% more ownership
Funds ownership: 99.45% → 99.9% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
3% less funds holding
Funds holding: 326 → 316 (-10)
13% less capital invested
Capital invested by funds: $4.7B → $4.09B (-$613M)
14% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$67.9M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$32.7M |
| 3 |
Morgan Stanley
New York
|
+$17.2M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$13.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$15.1M |
| 2 |
FAM
Fred Alger Management
New York
|
-$14M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.94M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.8M |
SPSC Hedge Fund Activity: Q2 2022 in Review
316 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in SPS Commerce (SPSC) for Q2 2022, worth a combined $4.09B — down 13% from $4.7B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of SPSC and 36 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 108 added.
The largest buyer was APG Asset Management, opening a new position worth an estimated $67.9M. The largest seller was Man Group, exiting entirely with an estimated $15.1M sold.
- 316 institutional investors held SPS Commerce (SPSC) as of Q2 2022, down from 326 in Q1 2022.
- Funds reported $4.09B of SPS Commerce stock for Q2 2022, down 13% quarter-over-quarter.
- 36 funds opened new SPS Commerce positions in Q2 2022 and 39 closed out, a net change of -3 holders.
- The largest SPS Commerce buyer in Q2 2022 was APG Asset Management, an estimated $67.9M added.
- The largest SPS Commerce seller in Q2 2022 was Man Group, an estimated $15.1M sold.
Based on aggregated 13F filings for Q2 2022.