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Ziff Davis

275 hedge funds and large institutions have $2.92B invested in Ziff Davis in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $700K

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

4% more funds holding

Funds holding: 264275 (+11)

3% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 96

0.57% less ownership

Funds ownership: 100.89%100.32% (-0.57%)

6% less capital invested

Capital invested by funds: $3.12B → $2.92B (-$202M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
275
Holders Change
+11
Holders Change %
+4.17%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
38
Increased
99
Reduced
96
Closed
27
Calls
$1.83M
Puts
$700K
Net Calls
+$1.13M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$2K -$199 -3 -8%
FFA
252
Farther Finance Advisors
California
$1.87K
CHA
253
Carmichael Hill & Associates
Maryland
$1.83K
VCM
254
Versant Capital Management
Arizona
$1.76K -$266 -4 -13%
OC
255
Oakworth Capital
Alabama
$1.76K
SMI
256
Shelter Mutual Insurance
Missouri
$1.58K +$1.66K +25 New
PWMG
257
Prestige Wealth Management Group
New Jersey
$1.39K
HIA
258
Harbor Investment Advisory
Maryland
$1.39K +$1.46K +22 New
GI
259
GAMMA Investing
California
$1.26K -$133 -2 -9%
IA
260
IFP Advisors
Florida
$1.07K +$1.13K +17 New
QL
261
Quarry LP
New York
$1.07K +$1.13K +17 New
AW
262
Avion Wealth
Texas
$1K
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$999 +$1.06K +16 New
OWA
264
Opal Wealth Advisors
New York
$946 +$996 +15 New
FSWA
265
Financial Synergies Wealth Advisors
Texas
$820 +$863 +13 New
GRP
266
Global Retirement Partners
California
$756 -$664 -10 -45%
SIC
267
SJS Investment Consulting
Ohio
$694 +$199 +3 +38%
SAM
268
Smartleaf Asset Management
Massachusetts
$694 +$531 +8 +267%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$693 -$531 -8 -42%
AWM
270
Avior Wealth Management
Nebraska
$567 +$598 +9 New
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$442 +$66 +1 +17%
HCP
272
Hexagon Capital Partners
Arkansas
$315 -$66 -1 -17%
AssetMark Inc
273
AssetMark Inc
California
$252 -$3.19K -48 -92%
HI
274
Harbour Investments
Wisconsin
$189
EP
275
Edgestream Partners
New Jersey
-$2.56M -38,040 Closed