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ZEPP

Zepp Health

61 hedge funds and large institutions have $200M invested in Zepp Health in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $85K | Put options by funds: $49K

3% more capital invested

Capital invested by funds: $193M → $200M (+$6.44M)

0.35% less ownership

Funds ownership: 4.14%3.79% (-0.35%)

2% less funds holding

Funds holding: 6261 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
28
Closed
10
Calls
$85K
Puts
$49K
Net Calls
+$36K
Net Calls Change
+$580K
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
26
AMP Capital Investors
Australia
$279K
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$233K +$107K +2,315 +97%
AG
28
Aperio Group
California
$212K +$15.8K +343 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$211K -$27.1K -587 -12%
PPA
30
Parametric Portfolio Associates
Washington
$205K +$41.3K +896 +28%
Citadel Advisors
31
Citadel Advisors
Florida
$201K -$36.4K -790 -16%
CANY
32
Caxton Associates (New York)
New York
$186K +$174K +3,771 New
SAM
33
Shell Asset Management
Netherlands
$178K -$7.6K -165 -4%
Morgan Stanley
34
Morgan Stanley
New York
$159K -$35.3K -765 -19%
TI
35
Trexquant Investment
Connecticut
$156K -$58.3K -1,264 -29%
LPL Financial
36
LPL Financial
California
$153K -$57.3K -1,244 -29%
SBH
37
Segall Bryant & Hamill
Illinois
$138K
HTC
38
Hershey Trust Company
Pennsylvania
$136K
AIM
39
Aigen Investment Management
New York
$135K -$65.3K -1,416 -34%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$133K -$289K -6,265 -70%
CS
41
Credit Suisse
Switzerland
$128K -$3.73K -81 -3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$110K +$2.03K +44 +2%
Legal & General Group
43
Legal & General Group
United Kingdom
$40K
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$26K -$2.63K -57 -10%
Group One Trading
45
Group One Trading
Illinois
$25K -$67.2K -1,458 -74%
Osaic Holdings
46
Osaic Holdings
Arizona
$17K +$277 +6 +2%
KWM
47
Keebeck Wealth Management
Illinois
$13K +$12.2K +265 New
Citigroup
48
Citigroup
New York
$12K +$11.5K +250 New
First Manhattan
49
First Manhattan
New York
$12K +$11.5K +250 New
VanEck Associates
50
VanEck Associates
New York
$11K +$10.3K +223 New

ZEPP Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zepp Health (ZEPP) for Q2 2020, worth a combined $200M — up 3.3% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ZEPP and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 17 added.

The largest buyer was Franklin Resources, adding an estimated $14M. The largest seller was Goldman Sachs, cutting an estimated $7.26M.

  • 61 institutional investors held Zepp Health (ZEPP) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $200M of Zepp Health stock for Q2 2020, up 3.3% quarter-over-quarter.
  • 9 funds opened new Zepp Health positions in Q2 2020 and 10 closed out, a net change of -1 holder.
  • The largest Zepp Health buyer in Q2 2020 was Franklin Resources, an estimated $14M added.
  • The largest Zepp Health seller in Q2 2020 was Goldman Sachs, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2020.