Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.
545% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $508K
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
32% more capital invested
Capital invested by funds: $948M → $1.25B (+$299M)
0% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 59
8% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 72
4% less funds holding
Funds holding: 223 → 215 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$84.7M |
| 2 |
GCL
Glazer Capital LLC
New York
|
+$70.3M |
| 3 |
TAL
TIG Advisors LLC
New York
|
+$27.8M |
| 4 |
WIC
Water Island Capital
New York
|
+$23.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGM
Scalar Gauge Management
Dallas,
Texas
|
-$48.4M |
| 2 |
Bank of New York Mellon
New York
|
-$40.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$32.9M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
-$23.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
276
Point72 Hong Kong
Hong Kong
| – | -$62.7K | -7,276 | Closed |
|
|
QL
277
Quarry LP
New York
| – | -$53.1K | -6,164 | Closed |
|
278
Simplex Trading
Chicago,
Illinois
| – | -$39.1K | -4,028 | Closed |
|
279
Walleye Trading
New York
| – | -$24.1K | -2,792 | Closed |
|
|
ACM
280
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$11.9K | -1,378 | Closed |
|
|
CFB
281
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$8.03K | -931 | Closed |
|
|
AWM
282
Avior Wealth Management
Omaha,
Nebraska
| – | -$7.53K | -873 | Closed |
|
|
BTI
283
Blue Trust Inc
Alpharetta,
Georgia
| – | -$7.68K | -773 | Closed |
|
|
CPA
284
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.25K | -145 | Closed |
|
285
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -130 | Closed |
|
286
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$517 | -60 | Closed |
|
|
MIFH
287
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$417 | -43 | -83% |
|
ZUO Hedge Fund Activity: Q4 2024 in Review
215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.
The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.
- 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
- Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
- 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
- The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
- The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.
Based on aggregated 13F filings for Q4 2024.