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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
AA
526
AlphaMark Advisors
Kentucky
$5K -$1.85M -8,233 -100%
TFGT
527
TS Financial Group (TSFG)
Illinois
$5K -$5.39K -24 -49%
Rockefeller Capital Management
528
Rockefeller Capital Management
New York
$5K +$5.84K +26 New
CI
529
CX Institutional
Indiana
$5K +$6.52K +29 New
BWM
530
Baystate Wealth Management
Massachusetts
$4K – – –
FFC
531
First Financial Corp
Indiana
$4K – – –
DWM
532
Darwin Wealth Management
Florida
$4K +$5.39K +24 New
BL
533
Balentine LLC
Georgia
$3K -$6.07K -27 -63%
CFA
534
Carroll Financial Associates
North Carolina
$3K – – –
EARNEST Partners
535
EARNEST Partners
Georgia
$3K – – –
MSFP
536
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
MWM
537
MBE Wealth Management
Wisconsin
$3K +$4.27K +19 New
LCC
538
Lincoln Capital Corp
Rhode Island
$2.1K +$250K +1,112 +11%
AssetMark Inc
539
AssetMark Inc
California
$2K -$10.8K -48 -81%
VFA
540
Valeo Financial Advisors
Indiana
$2K -$225 -1 -10%
SWM
541
Selective Wealth Management
Virginia
$2K – – –
TIM
542
Tortoise Investment Management
New York
$2K – – –
BCA
543
Berman Capital Advisors
Georgia
$2K +$1.57K +7 +117%
PWMG
544
Prestige Wealth Management Group
New Jersey
$2K +$2.7K +12 New
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$1K -$225 -1 -17%
BWM
546
BerganKDV Wealth Management
Minnesota
$1K – – –
SFSIG
547
San Francisco Sentry Investment Group
California
$1K – – –
GWS
548
Glassman Wealth Services
Virginia
$1K +$674 +3 New
GI
549
Gradient Investments
Minnesota
$1K +$674 +3 New
AII
550
AGF Investments Inc
Ontario, Canada
$1K +$899 +4 New
20 21
22
23 24

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.