Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
265 hedge funds and large institutions have $3.14B invested in Stamps.com, Inc. in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 101 reducing their positions, and 51 closing their positions.
4% less capital invested
Capital invested by funds: $3.25B → $3.14B (-$116M)
6% less funds holding
Funds holding: 281 → 265 (-16)
12% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 101
25% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 51
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
47% less call options, than puts
Call options by funds: $118M | Put options by funds: $221M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
+$86.7M |
| 2 |
SCM
Simcoe Capital Management
New York
|
+$70M |
| 3 |
HCM
Harspring Capital Management
New York
|
+$45.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.5M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$88.4M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$34.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$33.3M |
| 4 |
SRFM
Shannon River Fund Management
New York
|
-$30.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$30.2M |
STMP Hedge Fund Activity: Q1 2021 in Review
265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q1 2021, worth a combined $3.14B — down 3.6% from $3.25B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of STMP and 38 opened new positions — a net loss of 13 holders — while 101 trimmed existing stakes and 89 added.
The largest buyer was Vista Equity Partners Management, opening a new position worth an estimated $86.7M. The largest seller was Fred Alger Management, exiting entirely with an estimated $88.4M sold.
- 265 institutional investors held Stamps.com, Inc. (STMP) as of Q1 2021, down from 281 in Q4 2020.
- Funds reported $3.14B of Stamps.com, Inc. stock for Q1 2021, down 3.6% quarter-over-quarter.
- 38 funds opened new Stamps.com, Inc. positions in Q1 2021 and 51 closed out, a net change of -13 holders.
- The largest Stamps.com, Inc. buyer in Q1 2021 was Vista Equity Partners Management, an estimated $86.7M added.
- The largest Stamps.com, Inc. seller in Q1 2021 was Fred Alger Management, an estimated $88.4M sold.
Based on aggregated 13F filings for Q1 2021.