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Zeta Global

65 hedge funds and large institutions have $391M invested in Zeta Global in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $333K | Put options by funds: $135K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

51% more capital invested

Capital invested by funds: $259M → $391M (+$133M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 5465 (+11)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.01% less ownership

Funds ownership: 29.03%29.02% (-0.01%)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
13
Reduced
13
Closed
13
Calls
$333K
Puts
$135K
Net Calls
+$198K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
GPI Capital
New York
$170M
GIM
2
Granahan Investment Management
Massachusetts
$58.5M +$7.95M +946,098 +16%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$45.3M
ClearBridge Investments
4
ClearBridge Investments
New York
$24.2M +$31.1K +3,700 +0.1%
OAM
5
Ophir Asset Management
Australia
$16.4M +$16.4M +1,948,543 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.2M +$857K +102,002 +6%
AC
7
Apogem Capital
New York
$6.6M
MHP
8
Manatuck Hill Partners
Connecticut
$6.28M +$5.43M +645,700 +646%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$5.8M +$5.79M +688,678 New
FFM
10
Forager Funds Management
Australia
$5.72M +$4.15M +494,220 New
BAM
11
Bullseye Asset Management
Colorado
$3.63M +$3.2M +381,338 +680%
ECM
12
ExodusPoint Capital Management
New York
$3.51M +$1.22M +145,483 +54%
ACA
13
Arena Capital Advisors
California
$2.09M -$6.32M -751,775 -75%
BlackRock
14
BlackRock
New York
$2.06M +$1.46M +173,805 +245%
Victory Capital Management
15
Victory Capital Management
Texas
$1.83M -$296K -35,213 -14%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.71M +$1.71M +203,200 New
Marshall Wace
17
Marshall Wace
United Kingdom
$1.68M +$1.68M +199,667 New
WMSA
18
Weiss Multi-Strategy Advisers
New York
$1.56M -$2.43M -289,223 -61%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.52M +$1.42M +169,395 +1,493%
CCM
20
Cerberus Capital Management
New York
$1.45M
Norges Bank
21
Norges Bank
Norway
$1.41M -$1.63M -194,167 -54%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$1.37M +$214K +25,464 +18%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$1.19M -$81.4K -9,692 -6%
ACM
24
ACT Capital Management
Pennsylvania
$1.14M
Bank of America
25
Bank of America
North Carolina
$906K +$455K +54,115 +101%

ZETA Hedge Fund Activity: Q4 2021 in Review

65 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q4 2021, worth a combined $391M — up 51% from $259M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ZETA positions and 13 closed out — a net gain of 11 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.4M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $7.62M sold.

  • 65 institutional investors held Zeta Global (ZETA) as of Q4 2021, up from 54 in Q3 2021.
  • Funds reported $391M of Zeta Global stock for Q4 2021, up 51% quarter-over-quarter.
  • 24 funds opened new Zeta Global positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest Zeta Global buyer in Q4 2021 was Ophir Asset Management, an estimated $16.4M added.
  • The largest Zeta Global seller in Q4 2021 was Avidity Partners Management, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2021.