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RingCentral

521 hedge funds and large institutions have $22.4B invested in RingCentral in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 208 increasing their positions, 176 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 176

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more call options, than puts

Call options by funds: $597M | Put options by funds: $522M

0.52% less ownership

Funds ownership: 96.1%95.58% (-0.52%)

2% less capital invested

Capital invested by funds: $23B → $22.4B (-$528M)

4% less funds holding

Funds holding: 544521 (-23)

20% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 86

Holders
521
Holders Change
-23
Holders Change %
-4.23%
% of All Funds
9.07%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
69
Increased
208
Reduced
176
Closed
86
Calls
$597M
Puts
$522M
Net Calls
+$74.6M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
476
CVA Family Office
Colorado
$15K +$14.3K +50 New
PB
477
Pinnacle Bancorp
Nebraska
$14K
RFA
478
Reilly Financial Advisors
California
$13K +$12.6K +44 New
DFCM
479
Dark Forest Capital Management
Puerto Rico
$12K +$11.7K +41 New
APA
480
American Portfolios Advisors
New York
$11K -$6.28K -22 -37%
GWS
481
Glassman Wealth Services
Virginia
$11K -$2.28K -8 -18%
NFSG
482
Newbridge Financial Services Group
Florida
$10K +$1.71K +6 +22%
AWA
483
Arkadios Wealth Advisors
Georgia
$10K +$6.85K +24 +185%
CFD
484
Creative Financial Designs
Indiana
$9K
KTC
485
Kistler-Tiffany Companies
Pennsylvania
$9K +$8.56K +30 New
TWA
486
TCI Wealth Advisors
Arizona
$8K -$5.71K -20 -42%
JAM
487
JCIC Asset Management
Ontario, Canada
$8K
CCA
488
Column Capital Advisors
Indiana
$7K
VCM
489
Versant Capital Management
Arizona
$6K
SWM
490
Spire Wealth Management
Virginia
$5K -$355K -1,244 -99%
FHC
491
First Horizon Corporation
Tennessee
$5K
IA
492
IFP Advisors
Florida
$5K
KFI
493
Key Financial Inc
Pennsylvania
$5K
MIM
494
Macroview Investment Management
Maryland
$5K +$2K +7 +70%
PP
495
Pacifica Partners
Canada
$5K +$4.85K +17 New
AIM
496
Anchor Investment Management
South Carolina
$4.07K
AWM
497
Activest Wealth Management
Florida
$4K
BWM
498
BerganKDV Wealth Management
Minnesota
$4K
BWL
499
Bogart Wealth LLC
Virginia
$4K
SB
500
Strategic Blueprint
Georgia
$4K +$4K +14 New

RNG Hedge Fund Activity: Q2 2021 in Review

521 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RingCentral (RNG) for Q2 2021, worth a combined $22.4B — down 2.3% from $23B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of RNG and 69 opened new positions — a net loss of 17 holders — while 176 trimmed existing stakes and 208 added.

The largest buyer was Wellington Management Group, adding an estimated $370M. The largest seller was Jennison Associates, cutting an estimated $869M.

  • 521 institutional investors held RingCentral (RNG) as of Q2 2021, down from 544 in Q1 2021.
  • Funds reported $22.4B of RingCentral stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 69 funds opened new RingCentral positions in Q2 2021 and 86 closed out, a net change of -17 holders.
  • The largest RingCentral buyer in Q2 2021 was Wellington Management Group, an estimated $370M added.
  • The largest RingCentral seller in Q2 2021 was Jennison Associates, an estimated $869M sold.

Based on aggregated 13F filings for Q2 2021.