Hello Group
MOMO
257 hedge funds and large institutions have $2.45B invested in Hello Group in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 108 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 84
1.81% less ownership
Funds ownership: 33.95% → 32.14% (-1.8%)
22% less funds holding
Funds holding: 329 → 257 (-72)
50% less capital invested
Capital invested by funds: $4.86B → $2.45B (-$2.41B)
50% less call options, than puts
Call options by funds: $67.8M | Put options by funds: $137M
55% less funds holding in top 10
Funds holding in top 10: 22 → 10 (-12)
63% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$267M |
| 2 |
Renaissance Technologies
New York
|
+$125M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$51.4M |
| 4 |
BPIH
Broad Peak Investment Holdings
Singapore
|
+$38.7M |
| 5 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
-$223M |
| 2 |
PCM
Prime Capital Management
Hong Kong
|
-$98.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$63.1M |
| 4 |
Morgan Stanley
New York
|
-$50M |
| 5 |
NCA
Newbrook Capital Advisors
New York
|
-$46.7M |
MOMO Hedge Fund Activity: Q4 2018 in Review
257 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q4 2018, worth a combined $2.45B — down 50% from $4.86B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of MOMO and 40 opened new positions — a net loss of 68 holders — while 84 trimmed existing stakes and 101 added.
The largest buyer was Fidelity Investments, adding an estimated $267M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $223M sold.
- 257 institutional investors held Hello Group (MOMO) as of Q4 2018, down from 329 in Q3 2018.
- Funds reported $2.45B of Hello Group stock for Q4 2018, down 50% quarter-over-quarter.
- 40 funds opened new Hello Group positions in Q4 2018 and 108 closed out, a net change of -68 holders.
- The largest Hello Group buyer in Q4 2018 was Fidelity Investments, an estimated $267M added.
- The largest Hello Group seller in Q4 2018 was Jericho Capital Asset Management, an estimated $223M sold.
Based on aggregated 13F filings for Q4 2018.