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RingCentral

312 hedge funds and large institutions have $7.3B invested in RingCentral in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $5.45B → $7.3B (+$1.85B)

10% more funds holding

Funds holding: 284312 (+28)

0.84% more ownership

Funds ownership: 96.45%97.29% (+0.84%)

1% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $64.3M

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
312
Holders Change
+28
Holders Change %
+9.86%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.28%
New
66
Increased
96
Reduced
114
Closed
36
Calls
$64.7M
Puts
$64.3M
Net Calls
+$356K
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.03B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$829M +$45.2M +460,172 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$677M -$1.75M -17,783 -0.3%
BlackRock
4
BlackRock
New York
$434M +$29M +295,158 +8%
Capital International Investors
5
Capital International Investors
California
$276M +$29.2M +297,300 +13%
GGHC
6
Gilder Gagnon Howe & Co
New York
$231M -$21.7M -220,732 -9%
Victory Capital Management
7
Victory Capital Management
Texas
$208M +$49.8M +507,225 +36%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$198M -$297K -3,018 -0.2%
Tiger Global Management
9
Tiger Global Management
New York
$146M +$133M +1,355,266 New
WRCM
10
Whale Rock Capital Management
Massachusetts
$137M -$25.4M -258,978 -17%
Allianz Asset Management
11
Allianz Asset Management
Germany
$118M +$3.78M +38,499 +4%
CCI
12
Columbus Circle Investors
$110M +$3.48M +35,385 +4%
O
13
OppenheimerFunds
New York
$105M -$5.18M -52,766 -5%
State Street
14
State Street
Massachusetts
$97.7M +$4.85M +49,342 +6%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$95.4M -$8.73M -88,851 -9%
Deutsche Bank
16
Deutsche Bank
Germany
$88.1M +$34.8M +353,967 +76%
Bank of America
17
Bank of America
North Carolina
$77.8M -$6.49M -66,093 -8%
EAM
18
Eagle Asset Management
Florida
$73.6M +$50.1M +509,661 +294%
Macquarie Group
19
Macquarie Group
Australia
$72.3M +$785K +7,985 +1%
Norges Bank
20
Norges Bank
Norway
$72M +$2.19M +22,279 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$71.6M -$41.4M -421,628 -39%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$71.4M +$2.04M +20,712 +3%
TCIM
23
TIAA CREF Investment Management
New York
$69.1M +$5.02M +51,042 +9%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$68.4M +$37.9M +385,932 +155%
Fidelity International
25
Fidelity International
Bermuda
$67.9M +$61.9M +630,282 New

RNG Hedge Fund Activity: Q1 2019 in Review

312 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in RingCentral (RNG) for Q1 2019, worth a combined $7.3B — up 34% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RNG positions and 36 closed out — a net gain of 30 holders — while 96 added to existing stakes and 114 trimmed.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $133M. The largest seller was Millennium Management, cutting an estimated $42.8M.

  • 312 institutional investors held RingCentral (RNG) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $7.3B of RingCentral stock for Q1 2019, up 34% quarter-over-quarter.
  • 66 funds opened new RingCentral positions in Q1 2019 and 36 closed out, a net change of +30 holders.
  • The largest RingCentral buyer in Q1 2019 was Tiger Global Management, an estimated $133M added.
  • The largest RingCentral seller in Q1 2019 was Millennium Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2019.