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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
AIC
501
Ameritas Investment Company
Nebraska
$20K -$11.2K -50 -32%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$19K +$2.25K +10 +10%
FHA
503
First Horizon Advisors
Tennessee
$18K -$449 -2 -2%
LFM
504
Lumina Fund Management
New York
$18K +$22.5K +100 New
SIAS
505
Shine Investment Advisory Services
Colorado
$16K – – –
S
506
SignatureFD
Georgia
$16K +$2.47K +11 +14%
LF
507
Lee Financial
Texas
$15K -$2.25K -10 -11%
OIA
508
Optimum Investment Advisors
Illinois
$15K – – –
GAM
509
Guinness Asset Management
United Kingdom
$12K – – –
TPWA
510
TRUE Private Wealth Advisors
Oregon
$12K – – –
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$12K +$5.62K +25 +60%
SWM
512
Sugarloaf Wealth Management
Georgia
$11K – – –
AIM
513
AIA Investment Management
Singapore
$10K – – –
WEC
514
Winslow Evans & Crocker
Massachusetts
$8K -$285K -1,270 -97%
FRA
515
Front Row Advisors
California
$8K -$1.57K -7 -16%
CFG
516
Citizens Financial Group
Rhode Island
$8K – – –
IRC
517
Investors Research Corp
Georgia
$8K – – –
FGAM
518
Financial Gravity Asset Management
Texas
$7.54K +$9.21K +41 New
HI
519
Hudock Inc
Pennsylvania
$7K – – –
ACA
520
Atlas Capital Advisors
Wyoming
$6.06K +$7.42K +33 New
ATC
521
Adirondack Trust Company
New York
$6K – – –
CFFP
522
Center for Financial Planning
Michigan
$6K +$6.74K +30 New
SLF
523
Sun Life Financial
Ontario, Canada
$6K +$7.19K +32 New
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$6K +$7.87K +35 New
EW
525
Evoke Wealth
California
$5.51K – – –
19 20
21
22 23

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.