ZETA icon

Zeta Global
ZETA

Overview Fund Activity

160 hedge funds and large institutions have $897M invested in Zeta Global in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+23
Holders Change %
+16.79%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
39
Closed
13
Calls
$7.06M
Puts
$1.11M
Net Calls
+$5.95M
Net Calls Change
+$5.29M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$30.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$10.6M
3
GLA
Great Lakes Advisors
Illinois
+$10.3M
4
SCA
Summit Creek Advisors
Minnesota
+$7.83M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
+$7.38M

Top Sellers

1
GIM
Granahan Investment Management
Massachusetts
-$8.59M
2
Millennium Management
Millennium Management
New York
-$7.72M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$5.15M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.28M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$8.06K – – –
SWA
152
SOA Wealth Advisors
New York
$6.5K – – –
BAM
153
Belpointe Asset Management
Nevada
$2.33K – – –
TFA
154
Toth Financial Advisory
Virginia
$1.46K +$1.46K +135 New
S
155
SignatureFD
Georgia
$986 – – –
EI
156
Ellevest Inc
New York
$888 – – –
GWS
157
Glassman Wealth Services
Virginia
$422 – – –
VCM
158
Versant Capital Management
Arizona
$422 – – –
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$262 -$16 -1,500 -6%
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
– -$2.28M -278,511 Closed
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
– -$1.68M -205,994 Closed
Nordea Investment Management
162
Nordea Investment Management
Sweden
– -$1.1M -137,628 Closed
AR
163
Advisory Research
Illinois
– -$457K -55,997 Closed
Group One Trading
164
Group One Trading
Illinois
– -$457K -55,981 Closed
DTL
165
Dynamic Technology Lab
Singapore
– -$326K -39,901 Closed
YIH
166
Y-Intercept (HK)
Hong Kong
– -$269K -32,964 Closed
Verition Fund Management
167
Verition Fund Management
Connecticut
– -$161K -19,665 Closed
CMF
168
Counterpoint Mutual Funds
California
– -$150K -18,409 Closed
Simplex Trading
169
Simplex Trading
Illinois
– -$100K -12,244 Closed
WP
170
Woodline Partners
California
– -$91.2K -11,163 Closed
CC
171
Corton Capital
Ontario, Canada
– -$84.3K -10,314 Closed
FGAM
172
Financial Gravity Asset Management
Texas
– -$361 -8 Closed
3 4 5 6
7