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Zai Lab

61 hedge funds and large institutions have $493M invested in Zai Lab in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $394M → $493M (+$98.4M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

3% more funds holding

Funds holding: 5961 (+2)

2% more ownership

Funds ownership: 34.47%36.47% (+2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $250K

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
19
Reduced
17
Closed
18
Calls
Puts
$250K
Net Calls
-$250K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M +$130 +7 +0%
SCM
2
Segantii Capital Management
Hong Kong
$55.7M +$22.3K +1,203 +0.1%
BAMCO Inc
3
BAMCO Inc
New York
$45.8M +$1.36M +73,582 +4%
O
4
OrbiMed
New York
$40.7M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$22.1M +$106K +5,700 +0.6%
GGHC
6
Gilder Gagnon Howe & Co
New York
$20.4M +$780K +42,038 +5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$18.7M +$667K +35,977 +5%
MAM
8
Myriad Asset Management
Hong Kong
$18.6M -$1.64M -88,600 -10%
CAM
9
Cormorant Asset Management
Massachusetts
$18.3M -$385K -20,740 -3%
EC
10
EcoR1 Capital
California
$13.2M +$4.07M +219,377 +63%
CS
11
Credit Suisse
Switzerland
$10.5M +$8.39M +452,327 New
BlackRock
12
BlackRock
New York
$10M +$6.02M +324,651 +306%
TLA
13
Tree Line Advisors
Hong Kong
$9.75M +$7.79M +420,000 New
Federated Hermes
14
Federated Hermes
Pennsylvania
$9.64M +$3.06M +165,000 +66%
RSCM
15
Rock Springs Capital Management
Maryland
$8.13M
GAM
16
Greenwoods Asset Management
Cayman Islands
$6.66M -$639K -34,466 -11%
Millennium Management
17
Millennium Management
New York
$6.15M -$193K -10,422 -4%
Hudson Bay Capital Management
18
Hudson Bay Capital Management
Connecticut
$5.42M +$501K +27,001 +13%
WP
19
WealthPLAN Partners
Nebraska
$4.82M +$3.19M +171,979 New
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$4.54M -$133K -7,186 -3%
PC
21
Polar Capital
United Kingdom
$3.48M +$2.78M +150,000 New
PIM
22
Platinum Investment Management
Australia
$3.08M +$902K +48,629 +58%
DCM
23
Diag Capital Management
New York
$2.79M +$2.23M +120,092 New
ACM
24
Atika Capital Management
New York
$2.58M +$2.06M +111,000 New
SSA
25
Schonfeld Strategic Advisors
New York
$1.94M -$1.59M -85,916 -51%

ZLAB Hedge Fund Activity: Q4 2018 in Review

61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Zai Lab (ZLAB) for Q4 2018, worth a combined $493M — up 25% from $394M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZLAB positions and 18 closed out — a net gain of 2 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $8.39M. The largest seller was Marshall Wace, cutting an estimated $4.99M.

  • 61 institutional investors held Zai Lab (ZLAB) as of Q4 2018, up from 59 in Q3 2018.
  • Funds reported $493M of Zai Lab stock for Q4 2018, up 25% quarter-over-quarter.
  • 20 funds opened new Zai Lab positions in Q4 2018 and 18 closed out, a net change of +2 holders.
  • The largest Zai Lab buyer in Q4 2018 was Credit Suisse, an estimated $8.39M added.
  • The largest Zai Lab seller in Q4 2018 was Marshall Wace, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2018.