VeriSign
VRSN
541 hedge funds and large institutions have $19.3B invested in VeriSign in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 173 increasing their positions, 209 reducing their positions, and 85 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 6 → 15 (+9)
0.89% more ownership
Funds ownership: 91.04% → 91.92% (+0.89%)
4% less funds holding
Funds holding: 563 → 541 (-22)
6% less capital invested
Capital invested by funds: $20.6B → $19.3B (-$1.27B)
17% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 209
18% less call options, than puts
Call options by funds: $76M | Put options by funds: $92.3M
20% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$135M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$76M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$65.6M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$64.6M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$139M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$133M |
| 3 |
D.E. Shaw & Co
New York
|
-$95.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$90.7M |
| 5 |
Goldman Sachs
New York
|
-$84.6M |
VRSN Hedge Fund Activity: Q1 2020 in Review
541 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VeriSign (VRSN) for Q1 2020, worth a combined $19.3B — down 6.2% from $20.6B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of VRSN and 68 opened new positions — a net loss of 17 holders — while 209 trimmed existing stakes and 173 added.
The largest buyer was Stockbridge Partners, opening a new position worth an estimated $135M. The largest seller was APG Asset Management, cutting an estimated $139M.
- 541 institutional investors held VeriSign (VRSN) as of Q1 2020, down from 563 in Q4 2019.
- Funds reported $19.3B of VeriSign stock for Q1 2020, down 6.2% quarter-over-quarter.
- 68 funds opened new VeriSign positions in Q1 2020 and 85 closed out, a net change of -17 holders.
- The largest VeriSign buyer in Q1 2020 was Stockbridge Partners, an estimated $135M added.
- The largest VeriSign seller in Q1 2020 was APG Asset Management, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2020.