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Zillow
Z

469 hedge funds and large institutions have $12.2B invested in Zillow in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 127

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

6% less funds holding

Funds holding: 500 → 469 (-31)

7.41% less ownership

Funds ownership: 109.59% → 102.18% (-7.4%)

17% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 147

32% less capital invested

Capital invested by funds: $17.9B → $12.2B (-$5.69B)

38% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $2.94B

Holders
469
Holders Change
-31
Holders Change %
-6.2%
% of All Funds
7.22%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
122
Increased
166
Reduced
127
Closed
147
Calls
$1.81B
Puts
$2.94B
Net Calls
-$1.13B
Net Calls Change
+$363M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$702M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$641M
3
Barclays
Barclays
United Kingdom
+$186M
4
EC
Eminence Capital
New York
+$153M
5
Ameriprise
Ameriprise
Minnesota
+$140M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$739M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$408M
3
Sands Capital Management
Sands Capital Management
Virginia
-$401M
4
NAMA
Nikko Asset Management Americas
New York
-$396M
5
SEP
Soma Equity Partners
California
-$264M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$2.32B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.39B +$641M +8,899,196 +69%
Morgan Stanley
3
Morgan Stanley
New York
$723M -$261M -3,620,076 -24%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$658M +$123M +1,706,141 +20%
IFP
5
Independent Franchise Partners
United Kingdom
$622M +$702M +9,746,306 New
BlackRock
6
BlackRock
New York
$565M +$18M +249,902 +3%
SIM
7
SRS Investment Management
New York
$326M -$158M -2,197,129 -30%
EC
8
Eminence Capital
New York
$260M +$153M +2,121,494 +108%
State Street
9
State Street
Massachusetts
$230M +$7.83M +108,623 +3%
CAM
10
Contour Asset Management
New York
$216M +$126M +1,754,048 +108%
Barclays
11
Barclays
United Kingdom
$201M +$186M +2,582,121 +453%
TCMI
12
Technology Crossover Management IX
California
$195M – – –
SCA
13
Southpoint Capital Advisors
New York
$192M +$130M +1,800,000 +150%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$176M -$408M -5,659,306 -67%
TCMV
15
Technology Crossover Management VIII
California
$175M – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$153M +$30.6M +424,993 +22%
NAMA
17
Nikko Asset Management Americas
New York
$148M -$396M -5,495,344 -70%
DCM
18
Dorsal Capital Management
California
$134M +$44.7M +620,000 +42%
Squarepoint
19
Squarepoint
New York
$130M -$20.2M -279,810 -12%
Ameriprise
20
Ameriprise
Minnesota
$127M +$140M +1,936,555 +3,629%
Goldman Sachs
21
Goldman Sachs
New York
$124M +$2.93M +40,668 +2%
Alkeon Capital Management
22
Alkeon Capital Management
New York
$121M +$57.6M +800,000 +73%
ZCI
23
Zevenbergen Capital Investments
Washington
$108M -$3.87M -53,635 -3%
First Trust Advisors
24
First Trust Advisors
Illinois
$106M +$14.5M +201,611 +14%
Citadel Advisors
25
Citadel Advisors
Florida
$94.7M +$54M +749,294 +102%
1
2 3 4 5

Z Hedge Fund Activity: Q4 2021 in Review

469 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q4 2021, worth a combined $12.2B — down 32% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of Z and 122 opened new positions — a net loss of 25 holders — while 127 trimmed existing stakes and 166 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $702M. The largest seller was ARK Investment Management, cutting an estimated $739M.

  • 469 institutional investors held Zillow (Z) as of Q4 2021, down from 500 in Q3 2021.
  • Funds reported $12.2B of Zillow stock for Q4 2021, down 32% quarter-over-quarter.
  • 122 funds opened new Zillow positions in Q4 2021 and 147 closed out, a net change of -25 holders.
  • The largest Zillow buyer in Q4 2021 was Independent Franchise Partners, an estimated $702M added.
  • The largest Zillow seller in Q4 2021 was ARK Investment Management, an estimated $739M sold.

Based on aggregated 13F filings for Q4 2021.