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Zebra Technologies
ZBRA

551 hedge funds and large institutions have $8.7B invested in Zebra Technologies in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 208 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 87.28% → 87.63% (+0.35%)

1% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 208

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

10% less funds holding

Funds holding: 609 → 551 (-58)

28% less capital invested

Capital invested by funds: $12B → $8.7B (-$3.31B)

44% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 115

49% less call options, than puts

Call options by funds: $48.3M | Put options by funds: $94.7M

Holders
551
Holders Change
-58
Holders Change %
-9.52%
% of All Funds
12.14%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
64
Increased
205
Reduced
208
Closed
115
Calls
$48.3M
Puts
$94.7M
Net Calls
-$46.3M
Net Calls Change
+$52.9M

Top Buyers

1
CRC
Cedar Rock Capital
United Kingdom
+$248M
2
Lazard Asset Management
Lazard Asset Management
New York
+$124M
3
Victory Capital Management
Victory Capital Management
Texas
+$103M
4
JP Morgan Chase
JP Morgan Chase
New York
+$65.1M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$59.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$238M
2
American Century Companies
American Century Companies
Missouri
-$100M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
4
APG Asset Management
APG Asset Management
Netherlands
-$86.8M
5
MWNA
Marshall Wace North America
New York
-$50M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
476
Quadrant Capital Group
Ohio
$58K -$16.9K -75 -20%
CIA
477
CSat Investment Advisory
Michigan
$50K +$17.1K +76 +39%
EP
478
Eudaimonia Partners
Tennessee
$44K +$21.1K +94 +65%
LC
479
Lindbrook Capital
California
$42K +$1.35K +6 +3%
BHWM
480
Bay Harbor Wealth Management
Maryland
$42K +$8.31K +37 +19%
HMS
481
Hanseatic Management Services
New Mexico
$39K – – –
HNB
482
Huntington National Bank
Ohio
$38K – – –
GFPC
483
Global Financial Private Client
Florida
$37.8K – – –
NSIM
484
North Star Investment Management
Illinois
$37K – – –
TFS
485
TrustCore Financial Services
Tennessee
$37K – – –
TWA
486
TCI Wealth Advisors
Arizona
$35K -$18.2K -81 -30%
GRP
487
Global Retirement Partners
California
$34K +$2.25K +10 +6%
GWM
488
Geneos Wealth Management
Colorado
$32K -$18K -80 -31%
GAM
489
Gemmer Asset Management
California
$31K – – –
ST
490
Smithfield Trust
Pennsylvania
$31K +$27.9K +124 +264%
HFM
491
Hartford Financial Management
Connecticut
$29K – – –
SAM
492
S.A. Mason
Michigan
$28K – – –
TL
493
TrueWealth LLC
Georgia
$28K – – –
LAS
494
Lloyd Advisory Services
Georgia
$28K +$449 +2 +1%
SBL
495
Sargent Bickham Lagudis
Colorado
$28K +$10.1K +45 +41%
LWA
496
Lenox Wealth Advisors
New York
$27K +$15.1K +67 +86%
PCG
497
Private Capital Group
Connecticut
$26K -$19.3K -86 -38%
PA
498
Parallel Advisors
California
$25K +$19.8K +88 +169%
CAW
499
Cornerstone Advisors (Washington)
Washington
$24K +$14.4K +64 +98%
SIC
500
Salem Investment Counselors
North Carolina
$23K – – –
18 19
20
21 22

ZBRA Hedge Fund Activity: Q1 2020 in Review

551 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zebra Technologies (ZBRA) for Q1 2020, worth a combined $8.7B — down 28% from $12B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ZBRA and 64 opened new positions — a net loss of 51 holders — while 208 trimmed existing stakes and 205 added.

The largest buyer was Cedar Rock Capital, opening a new position worth an estimated $248M. The largest seller was Wellington Management Group, cutting an estimated $238M.

  • 551 institutional investors held Zebra Technologies (ZBRA) as of Q1 2020, down from 609 in Q4 2019.
  • Funds reported $8.7B of Zebra Technologies stock for Q1 2020, down 28% quarter-over-quarter.
  • 64 funds opened new Zebra Technologies positions in Q1 2020 and 115 closed out, a net change of -51 holders.
  • The largest Zebra Technologies buyer in Q1 2020 was Cedar Rock Capital, an estimated $248M added.
  • The largest Zebra Technologies seller in Q1 2020 was Wellington Management Group, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2020.