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80 hedge funds and large institutions have $420M invested in Tucows in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

38% more capital invested

Capital invested by funds: $304M → $420M (+$116M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

4.34% more ownership

Funds ownership: 56.12%60.46% (+4.3%)

6% less funds holding

Funds holding: 8580 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

79% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $10.6M

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
7
Increased
31
Reduced
25
Closed
11
Calls
$2.21M
Puts
$10.6M
Net Calls
-$8.35M
Net Calls Change
-$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IFLIT
1
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$99.2M +$2.46M +43,089 +3%
VBA
2
Van Berkom & Associates
Quebec, Canada
$46.5M -$748K -13,118 -3%
BlackRock
3
BlackRock
New York
$32M -$8.78K -154 -0%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$28M +$67K +1,175 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.8M -$11.5K -201 -0%
Renaissance Technologies
6
Renaissance Technologies
New York
$26.5M -$2.87M -50,400 -11%
PM
7
Pembroke Management
Quebec, Canada
$25.4M -$116K -2,034 -0.6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$22.2M +$11.1K +194 +0.1%
BFM
9
Blacksheep Fund Management
Ireland
$19.5M +$18M +315,888 New
State Street
10
State Street
Massachusetts
$12M +$264K +4,635 +2%
OP
11
Osmium Partners
California
$10.4M +$1.03M +18,040 +12%
Northern Trust
12
Northern Trust
Illinois
$6.57M -$229K -4,015 -4%
WA
13
Wasatch Advisors
Utah
$5.8M +$579K +10,154 +12%
Goldman Sachs
14
Goldman Sachs
New York
$5.76M +$598K +10,485 +13%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$5.47M -$245K -4,296 -5%
EFM
16
Ennismore Fund Management
United Kingdom
$3.97M +$3.67M +64,284 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.74M +$238K +4,166 +7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$3.68M +$1.32M +23,142 +64%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.11M -$1.58M -27,697 -36%
KJHP
20
K.J. Harrison & Partners
Ontario, Canada
$2.66M -$193K -3,380 -7%
N
21
Nuveen
North Carolina
$2.3M +$14.7K +258 +0.7%
Citadel Advisors
22
Citadel Advisors
Florida
$1.84M +$545K +9,552 +47%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.8M -$68.4K -1,200 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.77M +$60.7K +1,065 +4%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.73M -$19.6K -344 -1%

TCX Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tucows (TCX) for Q4 2019, worth a combined $420M — up 38% from $304M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TCX and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 31 added.

The largest buyer was Investmentaktiengesellschaft Fuer Langfristige Investoren TGV, adding an estimated $2.46M. The largest seller was Renaissance Technologies, cutting an estimated $2.87M.

  • 80 institutional investors held Tucows (TCX) as of Q4 2019, down from 85 in Q3 2019.
  • Funds reported $420M of Tucows stock for Q4 2019, up 38% quarter-over-quarter.
  • 7 funds opened new Tucows positions in Q4 2019 and 11 closed out, a net change of -4 holders.
  • The largest Tucows buyer in Q4 2019 was Investmentaktiengesellschaft Fuer Langfristige Investoren TGV, an estimated $2.46M added.
  • The largest Tucows seller in Q4 2019 was Renaissance Technologies, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2019.