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ZEPP

Zepp Health

65 hedge funds and large institutions have $154M invested in Zepp Health in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

16% more funds holding

Funds holding: 5665 (+9)

3% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.78M

0.04% more ownership

Funds ownership: 3.35%3.39% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $167M → $154M (-$13.5M)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
21
Reduced
13
Closed
10
Calls
$2.86M
Puts
$2.78M
Net Calls
+$74K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$6K
CG
52
Cutler Group
California
$5K
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.78K +65 +148%
GI
54
Gradient Investments
Minnesota
$4K
FCB
55
First Command Bank
Texas
$4K +$5K +86 New
FCFS
56
First Command Financial Services
Texas
$4K +$5K +86 New
Lazard Asset Management
57
Lazard Asset Management
New York
$3K -$195K -3,354 -98%
NFG
58
Next Financial Group
Texas
$3K +$3.66K +63 New
S
59
SignatureFD
Georgia
$2K +$2.09K +36 +171%
HI
60
Harbour Investments
Wisconsin
$2K +$2.5K +43 New
HI
61
Hudock Inc
Pennsylvania
$2K +$2.9K +50 New
TFA
62
Toth Financial Advisory
Virginia
$1K
US Bancorp
63
US Bancorp
Minnesota
$1K
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
-$3.34M -70,452 Closed
Wellington Management Group
65
Wellington Management Group
Massachusetts
-$1.87M -39,397 Closed
SEI Investments
66
SEI Investments
Pennsylvania
-$1.04M -22,034 Closed
JP Morgan Chase
67
JP Morgan Chase
New York
-$878K -18,526 Closed
ACI
68
AMP Capital Investors
Australia
-$282K -5,795 Closed
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
-$175K -3,700 Closed
PP
70
Paloma Partners
Connecticut
-$122K -2,581 Closed
BDS
71
Banco de Sabadell
Florida
-$120K -2,500 Closed
MLFP
72
MPS Loria Financial Planners
Illinois
-$13K -250 Closed
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
-$10K -210 Closed
QCG
74
Quadrant Capital Group
Ohio
+$639 +11 New

ZEPP Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zepp Health (ZEPP) for Q1 2021, worth a combined $154M — down 8.1% from $167M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ZEPP positions and 10 closed out — a net gain of 9 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $3.52M. The largest seller was Wells Fargo, cutting an estimated $6.13M.

  • 65 institutional investors held Zepp Health (ZEPP) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $154M of Zepp Health stock for Q1 2021, down 8.1% quarter-over-quarter.
  • 19 funds opened new Zepp Health positions in Q1 2021 and 10 closed out, a net change of +9 holders.
  • The largest Zepp Health buyer in Q1 2021 was Canada Pension Plan Investment Board, an estimated $3.52M added.
  • The largest Zepp Health seller in Q1 2021 was Wells Fargo, an estimated $6.13M sold.

Based on aggregated 13F filings for Q1 2021.