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ZEPP

Zepp Health

27 hedge funds and large institutions have $87M invested in Zepp Health in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

17% more funds holding

Funds holding: 2327 (+4)

0.08% more ownership

Funds ownership: 4.64%4.73% (+0.08%)

7% less capital invested

Capital invested by funds: $93.8M → $87M (-$6.78M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
7
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.6M +$147K +3,750 +0.5%
Goldman Sachs
2
Goldman Sachs
New York
$21.1M +$441K +11,226 +2%
HH
3
HSG Holding
Hong Kong
$20.9M -$2.08M -53,000 -9%
O
4
OppenheimerFunds
New York
$3.37M +$1.9M +48,286 +129%
TC
5
Tairen Capital
Hong Kong
$2.55M
Renaissance Technologies
6
Renaissance Technologies
New York
$1.67M +$671K +17,075 +67%
BlackRock
7
BlackRock
New York
$885K -$988K -25,141 -53%
Fidelity International
8
Fidelity International
Bermuda
$790K +$784K +19,967 New
MIM
9
Monashee Investment Management
Massachusetts
$677K +$677K +17,225 New
RG
10
Renaissance Group
Kentucky
$634K +$634K +16,129 New
FG
11
Formula Growth
Quebec, Canada
$545K -$101K -2,575 -16%
Lazard Asset Management
12
Lazard Asset Management
New York
$525K +$525K +13,361 New
OAM
13
Oxford Asset Management
United Kingdom
$359K +$359K +9,137 New
PPA
14
Parametric Portfolio Associates
Washington
$304K +$303K +7,723 New
WAM
15
WT Asset Management
Hong Kong
$295K +$295K +7,500 New
GCP
16
GSA Capital Partners
United Kingdom
$190K +$20.6K +525 +12%
Invesco
17
Invesco
Georgia
$158K +$16.3K +415 +11%
Millennium Management
18
Millennium Management
New York
$135K -$398K -10,133 -75%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$129K -$24K -612 -16%
Ameriprise
20
Ameriprise
Minnesota
$119K -$161K -4,087 -57%
Bank of America
21
Bank of America
North Carolina
$46K -$67.9K -1,729 -60%
JP Morgan Chase
22
JP Morgan Chase
New York
$13K +$13.2K +336 New
Marshall Wace
23
Marshall Wace
United Kingdom
$6K +$6.01K +153 New
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$3.69K +94 New
FHA
25
First Horizon Advisors
Tennessee
$3K

ZEPP Hedge Fund Activity: Q4 2018 in Review

27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Zepp Health (ZEPP) for Q4 2018, worth a combined $87M — down 7.2% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ZEPP positions and 6 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $1.9M. The largest seller was HSG Holding, cutting an estimated $2.08M.

  • 27 institutional investors held Zepp Health (ZEPP) as of Q4 2018, up from 23 in Q3 2018.
  • Funds reported $87M of Zepp Health stock for Q4 2018, down 7.2% quarter-over-quarter.
  • 10 funds opened new Zepp Health positions in Q4 2018 and 6 closed out, a net change of +4 holders.
  • The largest Zepp Health buyer in Q4 2018 was OppenheimerFunds, an estimated $1.9M added.
  • The largest Zepp Health seller in Q4 2018 was HSG Holding, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2018.