Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
132 hedge funds and large institutions have $469M invested in Stamps.com, Inc. in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 39 closing their positions.
18% less funds holding
Funds holding: 160 → 132 (-28)
18% less capital invested
Capital invested by funds: $572M → $469M (-$103M)
31% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 59
55% less call options, than puts
Call options by funds: $868K | Put options by funds: $1.95M
69% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GW Capital
Bellevue,
Washington
|
+$19.4M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$12.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.4M |
| 4 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$8.01M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$12.4M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$7.18M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$7.11M |
| 4 |
SRFM
Shannon River Fund Management
New York
|
-$6.45M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$5.93M |
STMP Hedge Fund Activity: Q1 2014 in Review
132 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q1 2014, worth a combined $469M — down 18% from $572M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of STMP and 12 opened new positions — a net loss of 27 holders — while 59 trimmed existing stakes and 41 added.
The largest buyer was GW Capital, opening a new position worth an estimated $19.4M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $12.4M sold.
- 132 institutional investors held Stamps.com, Inc. (STMP) as of Q1 2014, down from 160 in Q4 2013.
- Funds reported $469M of Stamps.com, Inc. stock for Q1 2014, down 18% quarter-over-quarter.
- 12 funds opened new Stamps.com, Inc. positions in Q1 2014 and 39 closed out, a net change of -27 holders.
- The largest Stamps.com, Inc. buyer in Q1 2014 was GW Capital, an estimated $19.4M added.
- The largest Stamps.com, Inc. seller in Q1 2014 was Next Century Growth Investors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2014.