Zepp Health
ZEPP
62 hedge funds and large institutions have $193M invested in Zepp Health in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
12% more capital invested
Capital invested by funds: $173M → $193M (+$20.3M)
7% more funds holding
Funds holding: 58 → 62 (+4)
0.1% more ownership
Funds ownership: 4.04% → 4.14% (+0.1%)
90% less call options, than puts
Call options by funds: $62K | Put options by funds: $606K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$7.17M |
| 2 |
Lazard Asset Management
New York
|
+$3.43M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.79M |
| 4 |
Goldman Sachs
New York
|
+$2.15M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.27M |
| 2 |
Morgan Stanley
New York
|
-$4.08M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.65M |
| 4 |
Renaissance Technologies
New York
|
-$1.75M |
| 5 |
SG Americas Securities
New York
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Marshall Wace
London,
United Kingdom
| – | -$36K | -757 | Closed |
|
|
FHA
77
First Horizon Advisors
Memphis,
Tennessee
| – | -$5.09K | -94 | -95% |
|
ZEPP Hedge Fund Activity: Q1 2020 in Review
62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zepp Health (ZEPP) for Q1 2020, worth a combined $193M — up 12% from $173M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ZEPP positions and 15 closed out — a net gain of 7 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $7.17M. The largest seller was Bank of America, cutting an estimated $6.27M.
- 62 institutional investors held Zepp Health (ZEPP) as of Q1 2020, up from 58 in Q4 2019.
- Funds reported $193M of Zepp Health stock for Q1 2020, up 12% quarter-over-quarter.
- 22 funds opened new Zepp Health positions in Q1 2020 and 15 closed out, a net change of +7 holders.
- The largest Zepp Health buyer in Q1 2020 was Franklin Resources, an estimated $7.17M added.
- The largest Zepp Health seller in Q1 2020 was Bank of America, an estimated $6.27M sold.
Based on aggregated 13F filings for Q1 2020.