Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.
242% more call options, than puts
Call options by funds: $25.8M | Put options by funds: $7.54M
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
17% more capital invested
Capital invested by funds: $1.36B → $1.6B (+$235M)
9% more funds holding
Funds holding: 199 → 217 (+18)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.5M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$11.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$10.9M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$10.8M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$9.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$15.8M |
| 2 |
Goldman Sachs
New York
|
-$13.6M |
| 3 |
Two Sigma Investments
New York
|
-$6.52M |
| 4 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
-$5.78M |
| 5 |
CMG
Cavalry Management Group
San Francisco,
California
|
-$5.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
226
TwinBeech Capital
Purchase,
New York
| – | -$395K | -23,852 | Closed |
|
227
Lazard Asset Management
New York
| – | -$331K | -20,000 | Closed |
|
|
VI
228
Versor Investments
New York
| – | -$232K | -14,000 | Closed |
|
|
CC
229
Centiva Capital
New York
| – | -$186K | -11,224 | Closed |
|
230
D.E. Shaw & Co
New York
| – | -$171K | -10,306 | Closed |
|
|
OSAM
231
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$89K | -5,361 | Closed |
|
|
QT
232
Quantbot Technologies
New York
| – | -$67K | -4,076 | Closed |
|
|
APC
233
Aspire Private Capital
Cornelius,
North Carolina
| – | -$5K | -300 | Closed |
|
|
RE
234
RBC Europe
London,
United Kingdom
| – | -$3.33K | -201 | Closed |
|
|
FCM
235
Firestone Capital Management
Coral Gables,
Florida
| – | -$2K | -100 | Closed |
|
|
NFG
236
Next Financial Group
Houston,
Texas
| – | +$382 | +19 | New |
|
|
C
237
Covestor
London,
United Kingdom
| – | +$502 | +25 | New |
|
ZUO Hedge Fund Activity: Q4 2021 in Review
217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.
- 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
- Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
- 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
- The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
- The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q4 2021.