Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
200 hedge funds and large institutions have $817M invested in Zuora, Inc. in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 36 closing their positions.
255% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $1.53M
29% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 62
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less funds holding
Funds holding: 213 → 200 (-13)
25% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 36
71% less capital invested
Capital invested by funds: $2.84B → $817M (-$2.02B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$11.9M |
| 2 |
Millennium Management
New York
|
+$10.1M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.36M |
| 4 |
BlackRock
New York
|
+$8.65M |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$6.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$229M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$21.9M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$21.5M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$16.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$22K | -1,480 | Closed |
|
227
Koshinski Asset Management
Decatur,
Illinois
| – | -$11.1K | -740 | Closed |
|
|
QCG
228
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$11K | -734 | Closed |
|
229
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$7K | -475 | Closed |
|
|
FFWM
230
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$4K | -300 | Closed |
|
|
NFSG
231
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$2K | -150 | Closed |
|
|
SC
232
Siena Capital
Cincinnati,
Ohio
| – | -$1.18K | -106 | -85% |
|
|
C
233
Covestor
London,
United Kingdom
| – | -$44 | -4 | -20% |
|
ZUO Hedge Fund Activity: Q2 2022 in Review
200 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2022, worth a combined $817M — down 71% from $2.84B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ZUO and 27 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 80 added.
The largest buyer was Renaissance Technologies, adding an estimated $11.9M. The largest seller was Aaron Wealth Advisors, cutting an estimated $229M.
- 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2022, down from 213 in Q1 2022.
- Funds reported $817M of Zuora, Inc. stock for Q2 2022, down 71% quarter-over-quarter.
- 27 funds opened new Zuora, Inc. positions in Q2 2022 and 36 closed out, a net change of -9 holders.
- The largest Zuora, Inc. buyer in Q2 2022 was Renaissance Technologies, an estimated $11.9M added.
- The largest Zuora, Inc. seller in Q2 2022 was Aaron Wealth Advisors, an estimated $229M sold.
Based on aggregated 13F filings for Q2 2022.