Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
281 hedge funds and large institutions have $3.26B invested in Stamps.com, Inc. in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 79 reducing their positions, and 41 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 79
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3% more funds holding
Funds holding: 273 → 281 (+8)
4% less call options, than puts
Call options by funds: $155M | Put options by funds: $161M
17% less capital invested
Capital invested by funds: $3.93B → $3.26B (-$671M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$40.7M |
| 2 |
SCM
Simcoe Capital Management
New York
|
+$40.4M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$37.6M |
| 4 |
Jennison Associates
New York
|
+$33.5M |
| 5 |
BlackRock
New York
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$109M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$40.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$37.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$24.6M |
STMP Hedge Fund Activity: Q4 2020 in Review
281 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q4 2020, worth a combined $3.26B — down 17% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new STMP positions and 41 closed out — a net gain of 9 holders — while 108 added to existing stakes and 79 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $40.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $109M.
- 281 institutional investors held Stamps.com, Inc. (STMP) as of Q4 2020, up from 273 in Q3 2020.
- Funds reported $3.26B of Stamps.com, Inc. stock for Q4 2020, down 17% quarter-over-quarter.
- 50 funds opened new Stamps.com, Inc. positions in Q4 2020 and 41 closed out, a net change of +9 holders.
- The largest Stamps.com, Inc. buyer in Q4 2020 was Massachusetts Financial Services, an estimated $40.7M added.
- The largest Stamps.com, Inc. seller in Q4 2020 was Lord, Abbett & Co, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2020.