Hello Group
MOMO
214 hedge funds and large institutions have $1.56B invested in Hello Group in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 46 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 68
2% more capital invested
Capital invested by funds: $1.54B → $1.56B (+$24.2M)
7.5% less ownership
Funds ownership: 33.43% → 25.93% (-7.5%)
9% less funds holding
Funds holding: 236 → 214 (-22)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
43% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 46
54% less call options, than puts
Call options by funds: $47.8M | Put options by funds: $103M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$38.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$19.5M |
| 3 |
Two Sigma Investments
New York
|
+$18.9M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$10.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$39.1M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$36.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$29.4M |
| 4 |
KM
Kylin Management
New York
|
-$18.2M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$18.1M |
MOMO Hedge Fund Activity: Q4 2020 in Review
214 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q4 2020, worth a combined $1.56B — up 1.6% from $1.54B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of MOMO and 26 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 84 added.
The largest buyer was ARGA Investment Management, adding an estimated $38.7M. The largest seller was Acadian Asset Management, cutting an estimated $39.1M.
- 214 institutional investors held Hello Group (MOMO) as of Q4 2020, down from 236 in Q3 2020.
- Funds reported $1.56B of Hello Group stock for Q4 2020, up 1.6% quarter-over-quarter.
- 26 funds opened new Hello Group positions in Q4 2020 and 46 closed out, a net change of -20 holders.
- The largest Hello Group buyer in Q4 2020 was ARGA Investment Management, an estimated $38.7M added.
- The largest Hello Group seller in Q4 2020 was Acadian Asset Management, an estimated $39.1M sold.
Based on aggregated 13F filings for Q4 2020.