How Cimpress NV (CMPR) Stacks Up Against Its Peers

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We already know that not all hedge funds are bullish on the stock and some hedge funds actually cashed in their positions entirely. Interestingly, Ken Griffin’s Citadel Investment Group cashed in the largest position of the “upper crust” of funds tracked by Insider Monkey, totaling close to $1.3 million in call options, and Benjamin A. Smith’s Laurion Capital Management was right behind this move, as the fund cut about $1 million worth of shares.

Let’s check out hedge fund activity in other stocks – not necessarily in the same industry as Cimpress NV (NASDAQ:CMPR) but similarly valued. These stocks are Intrexon Corp (NYSE:XON), Landstar System, Inc. (NASDAQ:LSTR), Vista Outdoor Inc (NYSE:VSTO), and XPO Logistics Inc (NYSE:XPO). This group of stocks’ market caps are similar to CMPR’s market cap.

Ticker No of HFs with positions Total Value of HF Positions (x1000) Change in HF Position
XON 10 157865 -6
LSTR 17 179246 1
VSTO 21 342497 -6
XPO 25 1091398 9

As you can see these stocks had an average of 18 hedge funds with bullish positions and the average amount invested in these stocks was $443 million. That figure was $711 million in CMPR’s case. XPO Logistics Inc (NYSE:XPO) is the most popular stock in this table. On the other hand Intrexon Corp (NYSE:XON) is the least popular one with only 10 bullish hedge fund positions. Cimpress NV (NASDAQ:CMPR) is not the least popular stock in this group but hedge fund interest is still below average. This is a slightly negative signal and we’d rather spend our time researching stocks that hedge funds are piling on. In this regard XPO might be a better candidate to consider taking a long position in.

Disclosure: None

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