ETSY ranks #1008 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
ETSY is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.
576 institutions disclose a position in ETSY, but none treat it as a major bet — even No Street GP LP, its most concentrated holder, allocates just 3.0% of its own portfolio to it.
DAVENPORT & Co LLC has added to its ETSY position for two straight quarters, increasing it by $653.7K to reach $992.8K today.
Essential Partners LLC has trimmed its ETSY position for two straight quarters, cutting it by $717.6K while still holding $87.7K.
ETSY is down 4.5% today, but institutions show net buying of $538.5M this quarter — a divergence between today's price move and the underlying institutional flow.