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ZEPP

Zepp Health

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.

New
Increased
Maintained
Reduced
Closed

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: 5862 (+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

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
20
Reduced
15
Closed
15
Calls
$62K
Puts
$606K
Net Calls
-$544K
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$81.7M +$551K +10,190 +0.7%
Goldman Sachs
2
Goldman Sachs
New York
$28.7M +$2.15M +39,668 +8%
Fidelity International
3
Fidelity International
Bermuda
$28.3M -$956K -17,660 -3%
Man Group
4
Man Group
United Kingdom
$9.26M +$1.97M +36,389 +26%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.17M -$1.75M -32,333 -19%
Franklin Resources
6
Franklin Resources
California
$6.95M +$7.17M +132,510 New
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.3M +$2.79M +51,522 +104%
Lazard Asset Management
8
Lazard Asset Management
New York
$3.61M +$3.43M +63,450 +1,206%
Millennium Management
9
Millennium Management
New York
$2.96M -$893K -16,502 -23%
BlackRock
10
BlackRock
New York
$2.87M +$438K +8,091 +17%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$2.59M +$2.02M +37,246 +254%
State Street
12
State Street
Massachusetts
$2.34M +$1.67M +30,946 +228%
Boston Partners
13
Boston Partners
Massachusetts
$1.38M -$225K -4,159 -14%
PG
14
Pendal Group
Australia
$1.31M +$1.35M +24,949 New
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$800K -$126K -2,336 -13%
RG
16
Renaissance Group
Kentucky
$732K -$259K -4,787 -26%
SEI Investments
17
SEI Investments
Pennsylvania
$533K +$549K +10,151 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$470K +$485K +8,961 New
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$464K
Northern Trust
20
Northern Trust
Illinois
$379K +$66.4K +1,227 +20%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$372K +$384K +7,093 New
JP Morgan Chase
22
JP Morgan Chase
New York
$358K +$369K +6,818 New
CAM
23
ClariVest Asset Management
California
$352K +$350K +6,468 +2,800%
ACI
24
AMP Capital Investors
Australia
$299K +$141K +2,604 +86%
Invesco
25
Invesco
Georgia
$262K -$122K -2,252 -31%

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.