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Zai Lab

137 hedge funds and large institutions have $2.39B invested in Zai Lab in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 29

62% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.19M

53% more capital invested

Capital invested by funds: $1.56B → $2.39B (+$824M)

32% more funds holding

Funds holding: 104137 (+33)

5.87% more ownership

Funds ownership: 56.66%62.52% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
137
Holders Change
+33
Holders Change %
+31.73%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
50
Increased
48
Reduced
29
Closed
16
Calls
$1.92M
Puts
$1.19M
Net Calls
+$735K
Net Calls Change
+$792K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$381M +$34.1M +655,097 +10%
Capital World Investors
2
Capital World Investors
California
$303M +$306M +5,877,759 New
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$160M +$3.91M +75,100 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$142M -$4.71M -90,270 -3%
BAMCO Inc
5
BAMCO Inc
New York
$115M +$1.43M +27,405 +1%
BlackRock
6
BlackRock
New York
$106M +$52.3M +1,003,751 +94%
Federated Hermes
7
Federated Hermes
Pennsylvania
$102M +$18.7M +358,389 +22%
SCM
8
Segantii Capital Management
Hong Kong
$93.5M -$80.8M -1,550,135 -46%
ZAM
9
Zeal Asset Management
Hong Kong
$77.2M +$34.6M +663,700 +80%
Vanguard Group
10
Vanguard Group
Pennsylvania
$72.2M +$12.8M +246,056 +21%
CS
11
Credit Suisse
Switzerland
$67.1M -$16.6M -318,310 -20%
GGHC
12
Gilder Gagnon Howe & Co
New York
$59.6M -$1.21M -23,120 -2%
HH
13
HSG Holding
Hong Kong
$53.5M -$52.1M -1,000,001 -49%
TLA
14
Tree Line Advisors
Hong Kong
$45M
ICP
15
Indus Capital Partners
New York
$41M +$13.3M +255,281 +47%
Norges Bank
16
Norges Bank
Norway
$40.3M +$25.7M +493,688 +170%
RSCM
17
Rock Springs Capital Management
Maryland
$38.6M +$6.52M +125,000 +20%
State Street
18
State Street
Massachusetts
$34.1M +$26.2M +502,274 +315%
Wells Fargo
19
Wells Fargo
California
$29.6M -$2.6M -49,820 -8%
HA
20
HHLR Advisors
Cayman Islands
$28.4M -$12.8M -245,745 -31%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$21.2M +$1.51M +28,974 +8%
Millennium Management
22
Millennium Management
New York
$20.4M +$19M +365,312 +1,158%
ClearBridge Investments
23
ClearBridge Investments
New York
$19M +$3.32M +63,651 +21%
ACM
24
Atika Capital Management
New York
$17M +$2.35M +45,000 +16%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$16.9M

ZLAB Hedge Fund Activity: Q1 2020 in Review

137 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zai Lab (ZLAB) for Q1 2020, worth a combined $2.39B — up 53% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ZLAB positions and 16 closed out — a net gain of 34 holders — while 48 added to existing stakes and 29 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $306M. The largest seller was Segantii Capital Management, cutting an estimated $80.8M.

  • 137 institutional investors held Zai Lab (ZLAB) as of Q1 2020, up from 104 in Q4 2019.
  • Funds reported $2.39B of Zai Lab stock for Q1 2020, up 53% quarter-over-quarter.
  • 50 funds opened new Zai Lab positions in Q1 2020 and 16 closed out, a net change of +34 holders.
  • The largest Zai Lab buyer in Q1 2020 was Capital World Investors, an estimated $306M added.
  • The largest Zai Lab seller in Q1 2020 was Segantii Capital Management, an estimated $80.8M sold.

Based on aggregated 13F filings for Q1 2020.