Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
307 hedge funds and large institutions have $4.21B invested in Stamps.com, Inc. in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 26 closing their positions.
131% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 26
17% more capital invested
Capital invested by funds: $3.61B → $4.21B (+$607M)
11% more funds holding
Funds holding: 277 → 307 (+30)
4% less call options, than puts
Call options by funds: $191M | Put options by funds: $199M
11% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 107
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$97.6M |
| 2 |
BlackRock
New York
|
+$61.6M |
| 3 |
Renaissance Technologies
New York
|
+$35.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.9M |
| 5 |
Jennison Associates
New York
|
+$20.7M |
Top Sellers
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
-$74.9M |
| 2 |
PCP
P2 Capital Partners
New York
|
-$72.3M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
-$59.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.9M |
| 5 |
TI
Think Investments
San Francisco,
California
|
-$34.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
326
Jefferies Group
New York
| – | -$360K | -1,792 | Closed |
|
|
LCM
327
Laurion Capital Management
New York
| – | -$242K | -1,200 | Closed |
|
328
Verition Fund Management
Greenwich,
Connecticut
| – | -$226K | -1,125 | Closed |
|
329
Tudor Investment Corp
Stamford,
Connecticut
| – | -$214K | -1,062 | Closed |
|
330
First Manhattan
New York
| – | -$60K | -300 | Closed |
|
|
TF
331
Tompkins Financial
Ithaca,
New York
| – | -$12K | -60 | Closed |
|
|
SWP
332
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$7K | -36 | Closed |
|
|
CF
333
Centaurus Financial
Anaheim,
California
| – | +$241 | +1 | New |
|
STMP Hedge Fund Activity: Q2 2018 in Review
307 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q2 2018, worth a combined $4.21B — up 17% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new STMP positions and 26 closed out — a net gain of 34 holders — while 95 added to existing stakes and 107 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $97.6M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $74.9M sold.
- 307 institutional investors held Stamps.com, Inc. (STMP) as of Q2 2018, up from 277 in Q1 2018.
- Funds reported $4.21B of Stamps.com, Inc. stock for Q2 2018, up 17% quarter-over-quarter.
- 60 funds opened new Stamps.com, Inc. positions in Q2 2018 and 26 closed out, a net change of +34 holders.
- The largest Stamps.com, Inc. buyer in Q2 2018 was Morgan Stanley, an estimated $97.6M added.
- The largest Stamps.com, Inc. seller in Q2 2018 was Jericho Capital Asset Management, an estimated $74.9M sold.
Based on aggregated 13F filings for Q2 2018.