Ziff Davis
286 hedge funds and large institutions have $3.34B invested in Ziff Davis in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 121 reducing their positions, and 57 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
6% more capital invested
Capital invested by funds: $3.17B → $3.34B (+$175M)
3.46% less ownership
Funds ownership: 120.45% → 116.99% (-3.5%)
8% less funds holding
Funds holding: 312 → 286 (-26)
19% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 121
31% less call options, than puts
Call options by funds: $18.4M | Put options by funds: $26.8M
46% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$91.5M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$32.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$31.4M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$27.6M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$64.9M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$49.4M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$48M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$43.1M |
| 5 |
BlackRock
New York
|
-$23.2M |
ZD Hedge Fund Activity: Q3 2020 in Review
286 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ziff Davis (ZD) for Q3 2020, worth a combined $3.34B — up 5.5% from $3.17B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of ZD and 31 opened new positions — a net loss of 26 holders — while 121 trimmed existing stakes and 98 added.
The largest buyer was LSV Asset Management, adding an estimated $91.5M. The largest seller was Ameriprise, cutting an estimated $64.9M.
- 286 institutional investors held Ziff Davis (ZD) as of Q3 2020, down from 312 in Q2 2020.
- Funds reported $3.34B of Ziff Davis stock for Q3 2020, up 5.5% quarter-over-quarter.
- 31 funds opened new Ziff Davis positions in Q3 2020 and 57 closed out, a net change of -26 holders.
- The largest Ziff Davis buyer in Q3 2020 was LSV Asset Management, an estimated $91.5M added.
- The largest Ziff Davis seller in Q3 2020 was Ameriprise, an estimated $64.9M sold.
Based on aggregated 13F filings for Q3 2020.