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Zeta Global
ZETA

Overview Fund Activity

236 hedge funds and large institutions have $2.43B invested in Zeta Global in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 89 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+47
Holders Change %
+24.87%
% of All Funds
3.43%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
70
Increased
89
Reduced
57
Closed
21
Calls
$13.6M
Puts
$938K
Net Calls
+$12.7M
Net Calls Change
+$6.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.7M
2
UBS AM
UBS AM
Illinois
+$43.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$40.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$35.3M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

1
GC
GPI Capital
New York
-$106M
2
PIMC
Praesidium Investment Management Company
New York
-$50M
3
GIM
Granahan Investment Management
Massachusetts
-$44.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$41.7M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$1.77K +$1.77K +100 New
VCM
227
Versant Capital Management
Arizona
$1.68K +$1.68K +95 New
HCP
228
Hexagon Capital Partners
Arkansas
$1.52K +$1.52K +86 New
RIL
229
Rothschild Investment LLC
Illinois
$1.41K +$1.24K +70 +700%
EWA
230
EverSource Wealth Advisors
Alabama
$1.24K +$1.24K +58 New
C
231
Covestor
United Kingdom
$1K -$140 -7 -12%
CPA
232
Clear Point Advisors
New York
$883 – – –
FFA
233
Farther Finance Advisors
California
$637 – – –
BIA
234
Bell Investment Advisors
California
$618 +$618 +35 New
CFO
235
CVA Family Office
Colorado
$530 +$530 +30 New
IFAM
236
Institutional & Family Asset Management
Colorado
$459 +$459 +26 New
JGC
237
J. Goldman & Co
New York
– -$10.4M -954,960 Closed
SGM
238
Scalar Gauge Management
Texas
– -$2.86M -261,865 Closed
IWS
239
Insight Wealth Strategies
California
– -$1.71M -156,622 Closed
ECM
240
ExodusPoint Capital Management
New York
– -$1.53M -139,583 Closed
HA
241
HC Advisors
Georgia
– -$1.45M -132,789 Closed
AI
242
Atom Investors
Texas
– -$901K -82,441 Closed
AIG
243
American International Group
New York
– -$757K -69,258 Closed
TIM
244
Timelo Investment Management
Ontario, Canada
– -$547K -50,000 Closed
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
– -$481K -46,142 Closed
CC
246
Centiva Capital
New York
– -$442K -40,472 Closed
NYLIM
247
New York Life Investment Management
New York
– -$361K -32,986 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
– -$296K -27,037 Closed
FRM
249
Fox Run Management
Connecticut
– -$277K -25,385 Closed
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
– -$211K -19,313 Closed
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