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MOMO

Hello Group

23 hedge funds and large institutions have $159M invested in Hello Group in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $95.6M → $159M (+$63.1M)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

28% more funds holding

Funds holding: 1823 (+5)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
3
Reduced
5
Closed
8
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
+$675K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Hillhouse Investment Management
Cayman Islands
$57.9M +$60M +5,464,880 New
Tiger Global Management
2
Tiger Global Management
New York
$23.1M +$4.72M +430,000 +25%
Morgan Stanley
3
Morgan Stanley
New York
$19.2M -$9.66M -880,461 -33%
SIM
4
SRS Investment Management
New York
$14.3M +$13.2M +1,200,700 +800%
Citadel Advisors
5
Citadel Advisors
Florida
$8.96M -$1.73M -157,248 -16%
Goldman Sachs
6
Goldman Sachs
New York
$8.34M +$7.77M +708,021 +903%
CS
7
Credit Suisse
Switzerland
$6.36M +$6.58M +600,150 New
Coatue Management
8
Coatue Management
New York
$5.88M
GH
9
GAM Holding
Switzerland
$5.46M
JCAM
10
Jericho Capital Asset Management
New York
$3.27M +$3.38M +308,429 New
ACI
11
AMP Capital Investors
Australia
$2.93M +$3.06M +278,900 New
Millennium Management
12
Millennium Management
New York
$557K +$577K +52,556 New
HCS
13
Harvest Capital Strategies
California
$477K +$494K +45,000 New
Mitsubishi UFJ Asset Management
14
Mitsubishi UFJ Asset Management
Japan
$424K +$439K +40,000 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$368K +$381K +34,686 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$361K -$3.79M -345,723 -91%
HI
17
HBK Investments
Texas
$236K +$244K +22,248 New
HSBC Holdings
18
HSBC Holdings
United Kingdom
$233K -$307K -27,997 -56%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$203K +$210K +19,176 New
UBS Group
20
UBS Group
Switzerland
$12K -$41.8K -3,806 -77%
Simplex Trading
21
Simplex Trading
Illinois
$12K +$12.8K +1,169 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$11K +$11K +1,000 New
WAM
23
Wolverine Asset Management
Illinois
$7K +$7.78K +709 New
ASI
24
All-Stars Investment
Hong Kong
-$3.6M -300,000 Closed
KM
25
Kylin Management
New York
-$3.6M -300,000 Closed

MOMO Hedge Fund Activity: Q1 2015 in Review

23 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q1 2015, worth a combined $159M — up 66% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MOMO positions and 8 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Hillhouse Investment Management, opening a new position worth an estimated $60M. The largest seller was Morgan Stanley, cutting an estimated $9.66M.

  • 23 institutional investors held Hello Group (MOMO) as of Q1 2015, up from 18 in Q4 2014.
  • Funds reported $159M of Hello Group stock for Q1 2015, up 66% quarter-over-quarter.
  • 13 funds opened new Hello Group positions in Q1 2015 and 8 closed out, a net change of +5 holders.
  • The largest Hello Group buyer in Q1 2015 was Hillhouse Investment Management, an estimated $60M added.
  • The largest Hello Group seller in Q1 2015 was Morgan Stanley, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2015.