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ZTO Express

238 hedge funds and large institutions have $6.42B invested in ZTO Express in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 91

0.66% less ownership

Funds ownership: 41.66%41% (-0.66%)

5% less funds holding

Funds holding: 251238 (-13)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less capital invested

Capital invested by funds: $7.42B → $6.42B (-$1B)

17% less call options, than puts

Call options by funds: $54.4M | Put options by funds: $65.2M

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

Holders
238
Holders Change
-13
Holders Change %
-5.18%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
22
Increased
95
Reduced
91
Closed
35
Calls
$54.4M
Puts
$65.2M
Net Calls
-$10.8M
Net Calls Change
+$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$437K
YCM
177
Yousif Capital Management
Michigan
$436K
CUAMC
178
China Universal Asset Management Company
China
$399K +$394K +14,300 +894%
T. Rowe Price Associates
179
T. Rowe Price Associates
Maryland
$362K
Creative Planning
180
Creative Planning
Kansas
$348K +$112K +4,069 +42%
GC
181
Guggenheim Capital
Illinois
$326K +$108K +3,930 +43%
CC
182
Centiva Capital
New York
$325K +$357K +12,961 New
USGIU
183
U.S. Global Investors (USGI)
Texas
$321K +$230K +8,361 +189%
DI
184
DUMAC Inc
North Carolina
$318K
VanEck Associates
185
VanEck Associates
New York
$308K +$330K +12,000 +4,255%
GS
186
GTS Securities
New York
$302K +$332K +12,048 New
FTDI
187
First Trust Direct Indexing
Massachusetts
$289K -$35.6K -1,295 -10%
Stifel Financial
188
Stifel Financial
Missouri
$271K -$4.73K -172 -2%
CIM
189
Confluence Investment Management
Missouri
$269K
PAM
190
Panagora Asset Management
Massachusetts
$267K
Cerity Partners
191
Cerity Partners
New York
$261K -$26.9K -978 -9%
BCI
192
Brinker Capital Investments
Pennsylvania
$254K +$40.3K +1,465 +17%
OPS
193
Orion Portfolio Solutions
Nebraska
$254K +$40.3K +1,465 +17%
FCI
194
Financial Counselors Inc
Kansas
$246K
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$242K -$69.6K -2,527 -21%
EI
196
Ethic Inc
New York
$236K -$56.8K -2,062 -18%
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$233K +$256K +9,299 New
HC
198
Henshaw Capital
Massachusetts
$232K
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$231K -$25.2K -917 -9%
RJA
200
Raymond James & Associates
Florida
$215K -$2.04K -74 -0.9%