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MOMO

Hello Group

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.

New
Increased
Maintained
Reduced
Closed

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: 1520 (+5)

17% more funds holding

Funds holding: 253296 (+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

Holders
296
Holders Change
+43
Holders Change %
+17%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
77
Increased
105
Reduced
78
Closed
31
Calls
$179M
Puts
$194M
Net Calls
-$15.3M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
1
Pendal Group
Australia
$375M -$92.6M -2,228,886 -21%
BlackRock
2
BlackRock
New York
$290M +$9.13M +219,866 +3%
PCM
3
Prime Capital Management
Hong Kong
$281M
JCAM
4
Jericho Capital Asset Management
New York
$231M +$177M +4,270,495 +411%
AG
5
Alibaba Group
Hong Kong
$218M
Renaissance Technologies
6
Renaissance Technologies
New York
$196M +$95.5M +2,300,100 +105%
JIM
7
Jupiter Investment Management
United Kingdom
$170M +$162M +3,903,649 New
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$167M +$6.08M +146,355 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$148M +$37.7M +908,565 +36%
TC
10
Tairen Capital
Hong Kong
$97.1M +$92.7M +2,231,368 New
Neuberger Berman Group
11
Neuberger Berman Group
New York
$91.1M -$14.2M -341,561 -15%
Morgan Stanley
12
Morgan Stanley
New York
$89.2M +$3.01M +72,564 +4%
State Street
13
State Street
Massachusetts
$80.9M -$5.03M -121,110 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$74.5M -$74.9M -1,803,559 -51%
BAMCO Inc
15
BAMCO Inc
New York
$74M +$32.9M +792,540 +87%
Boston Partners
16
Boston Partners
Massachusetts
$69.3M -$1.2M -28,819 -2%
SCH
17
Sylebra Capital (HK)
Hong Kong
$67.3M +$42.5M +1,022,971 +195%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$54.1M +$14.9M +357,700 +40%
KFA
19
Krane Funds Advisors
New York
$53.7M -$43.1M -1,037,994 -46%
Norges Bank
20
Norges Bank
Norway
$52.5M +$15.8M +379,247 +46%
Man Group
21
Man Group
United Kingdom
$50M +$9.2M +221,391 +24%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$49.9M +$47.7M +1,147,800 New
FI
23
Fosun International
China
$48.4M -$124M -2,989,827 -73%
Deutsche Bank
24
Deutsche Bank
Germany
$46.8M +$16.1M +388,473 +57%
KCM
25
Keywise Capital Management
Cayman Islands
$44.4M +$42.4M +1,021,388 New

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.