Hello Group
MOMO
296 hedge funds and large institutions have $4.74B invested in Hello Group in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 31 closing their positions.
148% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 31
35% more capital invested
Capital invested by funds: $3.51B → $4.74B (+$1.22B)
35% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 78
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
17% more funds holding
Funds holding: 253 → 296 (+43)
4.71% more ownership
Funds ownership: 30.17% → 34.88% (+4.7%)
8% less call options, than puts
Call options by funds: $179M | Put options by funds: $194M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
+$177M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$162M |
| 3 |
Renaissance Technologies
New York
|
+$95.5M |
| 4 |
TC
Tairen Capital
Hong Kong
|
+$92.7M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$47.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Fosun International
Hong Kong,
China
|
-$124M |
| 2 |
PG
Pendal Group
Sydney,
Australia
|
-$92.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.9M |
| 4 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$61.4M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$52.2M |
MOMO Hedge Fund Activity: Q2 2018 in Review
296 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q2 2018, worth a combined $4.74B — up 35% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new MOMO positions and 31 closed out — a net gain of 46 holders — while 105 added to existing stakes and 78 trimmed.
The largest buyer was Jericho Capital Asset Management, adding an estimated $177M. The largest seller was Fosun International, cutting an estimated $124M.
- 296 institutional investors held Hello Group (MOMO) as of Q2 2018, up from 253 in Q1 2018.
- Funds reported $4.74B of Hello Group stock for Q2 2018, up 35% quarter-over-quarter.
- 77 funds opened new Hello Group positions in Q2 2018 and 31 closed out, a net change of +46 holders.
- The largest Hello Group buyer in Q2 2018 was Jericho Capital Asset Management, an estimated $177M added.
- The largest Hello Group seller in Q2 2018 was Fosun International, an estimated $124M sold.
Based on aggregated 13F filings for Q2 2018.