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OZON

Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share

Delisted

OZON was delisted on the 25th of February, 2022.

113 hedge funds and large institutions have $2.03B invested in Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

40% more capital invested

Capital invested by funds: $1.45B → $2.03B (+$580M)

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

9% more funds holding

Funds holding: 104113 (+9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $72.8M | Put options by funds: $140M

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
43
Increased
37
Reduced
22
Closed
34
Calls
$72.8M
Puts
$140M
Net Calls
-$66.8M
Net Calls Change
-$66M
Name Holding Trade Value Shares
Change
Change in
Stake
IVAI
1
Index Venture Associates III
Jersey
$383M
BlackRock
2
BlackRock
New York
$295M +$51.6M +935,310 +22%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$147M -$22.7M -411,857 -14%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$114M +$35.3M +640,898 +46%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$108M -$3.26M -59,036 -3%
IVGAI
6
Index Venture Growth Associates I
Jersey
$90.9M
Goldman Sachs
7
Goldman Sachs
New York
$64.9M +$28.1M +510,168 +79%
VanEck Associates
8
VanEck Associates
New York
$64.8M +$63.8M +1,156,298 New
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$59.4M +$30M +544,407 +106%
Ameriprise
10
Ameriprise
Minnesota
$55.1M +$20.6M +373,828 +61%
DCM
11
Driehaus Capital Management
Illinois
$50.5M +$49.7M +901,074 New
BAMCO Inc
12
BAMCO Inc
New York
$44.1M +$111K +2,006 +0.3%
Morgan Stanley
13
Morgan Stanley
New York
$42.8M +$37.1M +672,559 +742%
Tiger Global Management
14
Tiger Global Management
New York
$42.1M
GIM
15
Genesis Investment Management
United Kingdom
$37M -$2.2M -39,888 -6%
RA
16
Rovida Advisors
Florida
$34.2M +$4.91M +89,000 +17%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$33.4M -$37.2M -674,163 -53%
Invesco
18
Invesco
Georgia
$25.8M -$5.93M -107,594 -19%
GCM
19
Ghisallo Capital Management
Massachusetts
$19.8M +$19.5M +353,856 New
PCM
20
Penserra Capital Management
California
$19.1M +$2.81M +51,015 +18%
UIM
21
USS Investment Management
United Kingdom
$17.6M +$11.8M +214,000 +214%
TI
22
Think Investments
California
$16.8M +$16.5M +300,000 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$16.2M +$10.1M +183,120 +173%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$16.2M +$15.9M +288,300 New
GKIM
25
GW&K Investment Management
Massachusetts
$16M +$15.7M +284,992 New

OZON Hedge Fund Activity: Q1 2021 in Review

113 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share (OZON) for Q1 2021, worth a combined $2.03B — up 40% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OZON positions and 34 closed out — a net gain of 9 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $63.8M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $41.4M sold.

  • 113 institutional investors held Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share (OZON) as of Q1 2021, up from 104 in Q4 2020.
  • Funds reported $2.03B of Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share stock for Q1 2021, up 40% quarter-over-quarter.
  • 43 funds opened new Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share positions in Q1 2021 and 34 closed out, a net change of +9 holders.
  • The largest Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share buyer in Q1 2021 was VanEck Associates, an estimated $63.8M added.
  • The largest Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share seller in Q1 2021 was Cadian Capital Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2021.