Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
195 hedge funds and large institutions have $1.1B invested in Stamps.com, Inc. in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $1.01B → $1.1B (+$85.2M)
8% more funds holding
Funds holding: 180 → 195 (+15)
1% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 69
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less call options, than puts
Call options by funds: $10M | Put options by funds: $12.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.9M |
| 2 |
FAM
Fred Alger Management
New York
|
+$15.8M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$11.5M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
+$9.44M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
-$14.8M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$13.8M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$12.7M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$7.82M |
| 5 |
GC
GW Capital
Bellevue,
Washington
|
-$7.06M |
STMP Hedge Fund Activity: Q3 2015 in Review
195 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q3 2015, worth a combined $1.1B — up 8.4% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new STMP positions and 17 closed out — a net gain of 16 holders — while 70 added to existing stakes and 69 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $30.9M. The largest seller was Simcoe Capital Management, exiting entirely with an estimated $14.8M sold.
- 195 institutional investors held Stamps.com, Inc. (STMP) as of Q3 2015, up from 180 in Q2 2015.
- Funds reported $1.1B of Stamps.com, Inc. stock for Q3 2015, up 8.4% quarter-over-quarter.
- 33 funds opened new Stamps.com, Inc. positions in Q3 2015 and 17 closed out, a net change of +16 holders.
- The largest Stamps.com, Inc. buyer in Q3 2015 was Fidelity Investments, an estimated $30.9M added.
- The largest Stamps.com, Inc. seller in Q3 2015 was Simcoe Capital Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2015.