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ZEPP

Zepp Health

23 hedge funds and large institutions have $93.8M invested in Zepp Health in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more capital invested

Capital invested by funds: $62.4M → $93.8M (+$31.5M)

15% more funds holding

Funds holding: 2023 (+3)

1.3% more ownership

Funds ownership: 3.34%4.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.3M +$501K +12,453 +2%
HH
2
HSG Holding
Hong Kong
$25M +$23.5M +584,987 New
Goldman Sachs
3
Goldman Sachs
New York
$22.5M -$25.6K -635 -0.1%
TC
4
Tairen Capital
Hong Kong
$2.77M -$1.48M -36,769 -36%
BlackRock
5
BlackRock
New York
$2.04M +$1.36M +33,852 +245%
O
6
OppenheimerFunds
New York
$1.6M +$1.5M +37,353 New
Renaissance Technologies
7
Renaissance Technologies
New York
$1.09M +$1.02M +25,450 New
ACM
8
Ativo Capital Management
Illinois
$858K +$1.33K +33 +0.2%
MIM
9
Monashee Investment Management
Massachusetts
$737K
FG
10
Formula Growth
Quebec, Canada
$704K -$266K -6,607 -29%
Millennium Management
11
Millennium Management
New York
$581K +$179K +4,446 +49%
SPM
12
Symmetry Peak Management
Pennsylvania
$552K +$268K +6,652 +106%
Ameriprise
13
Ameriprise
Minnesota
$305K +$287K +7,120 New
GCP
14
GSA Capital Partners
United Kingdom
$184K +$173K +4,300 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$167K +$3.82K +95 +2%
Invesco
16
Invesco
Georgia
$155K +$145K +3,611 New
Bank of America
17
Bank of America
North Carolina
$123K +$14.1K +351 +14%
Morgan Stanley
18
Morgan Stanley
New York
$101K +$29.3K +728 +45%
Macquarie Group
19
Macquarie Group
Australia
$37K -$104K -2,588 -75%
Citigroup
20
Citigroup
New York
$21K +$14.4K +359 +253%
UBS Group
21
UBS Group
Switzerland
$8K +$7.85K +195 New
FHA
22
First Horizon Advisors
Tennessee
$4K
AG
23
Advisor Group
Arizona
$3K
Deutsche Bank
24
Deutsche Bank
Germany
$1K -$14.1K -350 -93%
CS
25
Credit Suisse
Switzerland
-$2.21M -56,150 Closed

ZEPP Hedge Fund Activity: Q3 2018 in Review

23 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Zepp Health (ZEPP) for Q3 2018, worth a combined $93.8M — up 50% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ZEPP positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was HSG Holding, opening a new position worth an estimated $23.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.21M sold.

  • 23 institutional investors held Zepp Health (ZEPP) as of Q3 2018, up from 20 in Q2 2018.
  • Funds reported $93.8M of Zepp Health stock for Q3 2018, up 50% quarter-over-quarter.
  • 7 funds opened new Zepp Health positions in Q3 2018 and 4 closed out, a net change of +3 holders.
  • The largest Zepp Health buyer in Q3 2018 was HSG Holding, an estimated $23.5M added.
  • The largest Zepp Health seller in Q3 2018 was Credit Suisse, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2018.