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RingCentral

403 hedge funds and large institutions have $12.5B invested in RingCentral in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 129 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 38

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

42% more capital invested

Capital invested by funds: $8.83B → $12.5B (+$3.7B)

24% more funds holding

Funds holding: 325403 (+78)

14% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 113

1.18% more ownership

Funds ownership: 97.93%99.1% (+1.2%)

7% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $97.4M

Holders
403
Holders Change
+78
Holders Change %
+24%
% of All Funds
7.94%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.43%
New
122
Increased
129
Reduced
113
Closed
38
Calls
$90.3M
Puts
$97.4M
Net Calls
-$7.12M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$77K +$8.08K +49 +12%
GEA
352
Glen Eagle Advisors
New Jersey
$70K
S
353
SignatureFD
Georgia
$66K +$4.29K +26 +7%
AssetMark Inc
354
AssetMark Inc
California
$62K
BCV
355
Banque Cantonale Vaudoise
Switzerland
$62K +$60.7K +368 New
WCG
356
Weaver Consulting Group
California
$61K -$8.24K -50 -9%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$51K
MAWCM
358
Mine & Arao Wealth Creation & Management
California
$51K +$49.5K +300 New
OPS
359
Orion Portfolio Solutions
Nebraska
$49K +$48K +291 New
PCM
360
Penserra Capital Management
California
$45K +$36.6K +222 New
PHK
361
Point72 Hong Kong
Hong Kong
$39K -$131K -795 -77%
BCA
362
Berman Capital Advisors
Georgia
$35K
CI
363
CX Institutional
Indiana
$29K
CIA
364
CSat Investment Advisory
Michigan
$29K +$4.12K +25 +17%
WEC
365
Winslow Evans & Crocker
Massachusetts
$28K -$154K -934 -86%
TRCT
366
Tower Research Capital (TRC)
New York
$28K -$53.4K -324 -66%
AIM
367
AIA Investment Management
Singapore
$27K +$26.9K +163 New
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$25K
SNT
369
Security National Trust
West Virginia
$25K +$24.7K +150 New
AW
370
Alpha Windward
Massachusetts
$22K -$483K -2,930 -96%
IA
371
IFP Advisors
Florida
$18K
HIA
372
Harbor Investment Advisory
Maryland
$17K +$16.5K +100 New
TFA
373
Toth Financial Advisory
Virginia
$17K +$16.5K +100 New
EI
374
Ellevest Inc
New York
$16K +$15.3K +93 +2,325%
VFA
375
Valeo Financial Advisors
Indiana
$15K -$7.09K -43 -32%

RNG Hedge Fund Activity: Q4 2019 in Review

403 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in RingCentral (RNG) for Q4 2019, worth a combined $12.5B — up 42% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new RNG positions and 38 closed out — a net gain of 84 holders — while 129 added to existing stakes and 113 trimmed.

The largest buyer was Coatue Management, adding an estimated $279M. The largest seller was Fidelity Investments, cutting an estimated $132M.

  • 403 institutional investors held RingCentral (RNG) as of Q4 2019, up from 325 in Q3 2019.
  • Funds reported $12.5B of RingCentral stock for Q4 2019, up 42% quarter-over-quarter.
  • 122 funds opened new RingCentral positions in Q4 2019 and 38 closed out, a net change of +84 holders.
  • The largest RingCentral buyer in Q4 2019 was Coatue Management, an estimated $279M added.
  • The largest RingCentral seller in Q4 2019 was Fidelity Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2019.