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ZUO

Zuora, Inc.

Delisted

ZUO was delisted on the 13th of February, 2025.

180 hedge funds and large institutions have $703M invested in Zuora, Inc. in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

7% more funds holding

Funds holding: 168180 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $22.8M

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

12% less capital invested

Capital invested by funds: $803M → $703M (-$100M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
52
Reduced
55
Closed
26
Calls
$22.1M
Puts
$22.8M
Net Calls
-$704K
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$14.9K +1,289 New
GWM
152
Geneos Wealth Management
Colorado
$10K
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$10K +$2.9K +250 +33%
HFRG
154
Houlihan Financial Resource Group
Virginia
$10K +$11.2K +970 New
BCV
155
Banque Cantonale Vaudoise
Switzerland
$9K +$10.4K +900 New
MF
156
Manchester Financial
California
$8K
CCM
157
Chiron Capital Management
Florida
$7K +$7.99K +690 New
HGWM
158
Harvest Group Wealth Management
Massachusetts
$6K
HWM
159
HighMark Wealth Management
Minnesota
$6K
ATC
160
Adirondack Trust Company
New York
$5K
RMC
161
Resources Management Corp
Connecticut
$5K
QT
162
Quantbot Technologies
New York
$5K +$5.82K +503 New
FEG
163
Financial Enhancement Group
Indiana
$3K +$3.47K +300 New
RE
164
RBC Europe
United Kingdom
$2.08K
CFGS
165
Concourse Financial Group Securities
Alabama
$2K
MAM
166
Meeder Asset Management
Ohio
$2K
SFS
167
Sowell Financial Services
Arkansas
$2K
CWA
168
Carolina Wealth Advisors
South Carolina
$2K +$1.97K +170 New
S
169
SignatureFD
Georgia
$1K
LJHT
170
Laurie J. Hall Trustee
$1K +$579 +50 New
ETC
171
Exchange Traded Concepts
Oklahoma
$1K +$695 +60 New
FCM
172
Firestone Capital Management
Florida
$1K +$1.16K +100 New
PCM
173
Prelude Capital Management
New York
$1K +$1.16K +100 New
AIM
174
Anchor Investment Management
South Carolina
$755
Millennium Management
175
Millennium Management
New York
$512 +$573K +49,484 New

ZUO Hedge Fund Activity: Q3 2020 in Review

180 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2020, worth a combined $703M — down 12% from $803M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ZUO positions and 26 closed out — a net gain of 12 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Hound Partners, adding an estimated $35.3M. The largest seller was First Trust Advisors, cutting an estimated $27.7M.

  • 180 institutional investors held Zuora, Inc. (ZUO) as of Q3 2020, up from 168 in Q2 2020.
  • Funds reported $703M of Zuora, Inc. stock for Q3 2020, down 12% quarter-over-quarter.
  • 38 funds opened new Zuora, Inc. positions in Q3 2020 and 26 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q3 2020 was Hound Partners, an estimated $35.3M added.
  • The largest Zuora, Inc. seller in Q3 2020 was First Trust Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2020.