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ZTO Express
ZTO

Overview Fund Activity

238 hedge funds and large institutions have $6.58B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
84
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$200M
3
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$177M
4
Morgan Stanley
Morgan Stanley
New York
$141M
5
FBIL
First Beijing Investment Ltd
Hong Kong
$40.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$211M
2
Fidelity International
Fidelity International
Bermuda
$25.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
PIM
Platinum Investment Management
Australia
$346M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$3.7K +$1.26K +52 +51%
JWA
227
JFS Wealth Advisors
Pennsylvania
$3.53K -$1.35K -56 -28%
BWS
228
Buck Wealth Strategies
Colorado
$2.42K +$2.42K +100 New
BC
229
Barrett & Company
Rhode Island
$2.41K – – –
GWS
230
Glassman Wealth Services
Virginia
$2.39K +$556 +23 +30%
BAM
231
Byrne Asset Management
New Jersey
$2K – – –
BIA
232
Bell Investment Advisors
California
$1.74K -$725 -30 -29%
EWA
233
EverSource Wealth Advisors
Alabama
$1.62K +$387 +16 +31%
PCTC
234
Perkins Coie Trust Company
Washington
$1.4K +$1.4K +58 New
TJHA
235
Thomas J. Herzfeld Advisors
Florida
$1.21K +$1.21K +50 New
Point72 Asset Management
236
Point72 Asset Management
Connecticut
$677 -$5.51M -227,907 -100%
AWM
237
Abound Wealth Management
Tennessee
$484 – – –
HI
238
Harbour Investments
Wisconsin
$435 -$1.21K -50 -74%
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
– -$42.8M -1,706,326 Closed
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
– -$32.7M -1,300,000 Closed
VAM
241
Veritas Asset Management
United Kingdom
– -$25.8M -1,030,000 Closed
Janus Henderson Group
242
Janus Henderson Group
United Kingdom
– -$9.87M -393,673 Closed
Citadel Advisors
243
Citadel Advisors
Florida
– -$7.73M -308,255 Closed
OA
244
Ocean Arete
Hong Kong
– -$5.93M -236,400 Closed
NSRI
245
New Silk Road Investment
Singapore
– -$5.85M -233,131 Closed
PHK
246
Point72 Hong Kong
Hong Kong
– -$5.52M -220,228 Closed
TI
247
Trexquant Investment
Connecticut
– -$4.43M -176,691 Closed
TC
248
TwinBeech Capital
New York
– -$4.17M -166,232 Closed
ECM
249
ExodusPoint Capital Management
New York
– -$1.35M -53,938 Closed
LCM
250
Lattice Capital Management
Washington
– -$1.21M -48,100 Closed
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