Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
251 hedge funds and large institutions have $1.38B invested in Stamps.com, Inc. in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 85 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 76
10% less funds holding
Funds holding: 280 → 251 (-29)
14% less call options, than puts
Call options by funds: $144M | Put options by funds: $167M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
32% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 85
50% less capital invested
Capital invested by funds: $2.75B → $1.38B (-$1.37B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$94.9M |
| 2 |
Millennium Management
New York
|
+$78.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$40.1M |
| 4 |
SI
SQN Investors
Menlo Park,
California
|
+$30.7M |
| 5 |
Goldman Sachs
New York
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$162M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$69.7M |
| 4 |
FAM
Fred Alger Management
New York
|
-$65.6M |
| 5 |
Renaissance Technologies
New York
|
-$43.6M |
STMP Hedge Fund Activity: Q1 2019 in Review
251 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q1 2019, worth a combined $1.38B — down 50% from $2.75B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of STMP and 58 opened new positions — a net loss of 27 holders — while 76 trimmed existing stakes and 93 added.
The largest buyer was Fisher Asset Management, adding an estimated $94.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.
- 251 institutional investors held Stamps.com, Inc. (STMP) as of Q1 2019, down from 280 in Q4 2018.
- Funds reported $1.38B of Stamps.com, Inc. stock for Q1 2019, down 50% quarter-over-quarter.
- 58 funds opened new Stamps.com, Inc. positions in Q1 2019 and 85 closed out, a net change of -27 holders.
- The largest Stamps.com, Inc. buyer in Q1 2019 was Fisher Asset Management, an estimated $94.9M added.
- The largest Stamps.com, Inc. seller in Q1 2019 was Morgan Stanley, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2019.