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ZTO Express
ZTO

Overview Fund Activity

235 hedge funds and large institutions have $6.96B invested in ZTO Express in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-21
Holders Change %
-8.2%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
32
Increased
98
Reduced
69
Closed
51
Calls
$76.9M
Puts
$69.5M
Net Calls
+$7.35M
Net Calls Change
-$744K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$108M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$63.2M
4
BlackRock
4
BlackRock
New York
$551M
5
BIP
5
Brandes Investment Partners
California
$48.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.5M
2
GAM
2
Greenwoods Asset Management
Cayman Islands
$396M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$14K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.99M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$31K +$1.27K +44 +4%
TRCT
202
Tower Research Capital (TRC)
New York
$30K -$1.49M -51,233 -98%
NSIM
203
North Star Investment Management
Illinois
$29K – – –
HNB
204
Huntington National Bank
Ohio
$29K +$2.22K +77 +8%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$19K +$12.9K +440 +214%
LC
206
Lindbrook Capital
California
$18K -$10.6K -361 -37%
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$18K +$18K +630 New
ICP
208
Interchange Capital Partners
Pennsylvania
$17K +$17K +614 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$16K – – –
KFA
210
Krane Funds Advisors
New York
$15K – – –
SFS
211
Sowell Financial Services
Arkansas
$15K – – –
Lazard Asset Management
212
Lazard Asset Management
New York
$14K -$42.9M -1,547,299 -100%
ST
213
Smithfield Trust
Pennsylvania
$12K – – –
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.6K +53 +19%
FPS
217
Fieldpoint Private Securities
Connecticut
$9K +$9K +315 New
APA
218
American Portfolios Advisors
New York
$8.87K – – –
JWM
219
Janiczek Wealth Management
Colorado
$8K +$5.07K +173 +173%
AWG
220
Altus Wealth Group
Colorado
$8K +$8K +275 New
AWM
221
Atticus Wealth Management
Florida
$7K – – –
IWP
222
IAG Wealth Partners
Wisconsin
$5K – – –
BAM
223
Bellevue Asset Management
Washington
$5K +$1.35K +42 +37%
JWA
224
JFS Wealth Advisors
Pennsylvania
$3K – – –
GSAM
225
Grant Street Asset Management
Pennsylvania
$3K +$3K +100 New
7 8
9
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