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ZUO

Zuora, Inc.

Delisted

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

178 hedge funds and large institutions have $971M invested in Zuora, Inc. in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $16.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $703M → $971M (+$268M)

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
60
Reduced
52
Closed
31
Calls
$35.7M
Puts
$16.2M
Net Calls
+$19.5M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
176
Ameriprise
Minnesota
-$1.51M -146,061 Closed
Adage Capital Partners
177
Adage Capital Partners
Massachusetts
-$1.03M -100,000 Closed
BAM
178
Bullseye Asset Management
Colorado
-$595K -57,445 Closed
VU
179
Vanderbilt University
Tennessee
-$583K -56,419 Closed
Millennium Management
180
Millennium Management
New York
-$512 -49,484 Closed
HF
181
HRT Financial
New York
-$466K -45,089 Closed
BIM
182
Bogle Investment Management
Massachusetts
-$453K -43,800 Closed
MSL
183
Mackay Shields LLC
New York
-$217K -21,000 Closed
SMH
184
Sanders Morris Harris
Texas
-$217K -21,000 Closed
PP
185
Paloma Partners
Connecticut
-$190K -18,421 Closed
OSAM
186
O'Shaughnessy Asset Management
Connecticut
-$173K -16,693 Closed
RWM
187
Ritholtz Wealth Management
New York
-$173K -16,693 Closed
SC
188
Sepio Capital
Utah
-$161K -15,601 Closed
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
-$152K -14,710 Closed
Russell Investments Group
190
Russell Investments Group
United Kingdom
-$149K -14,493 Closed
WMA
191
Wealth Management Associates
New Jersey
-$122K -11,830 Closed
CC
192
Centiva Capital
New York
-$104K -10,017 Closed
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
-$35K -3,350 Closed
NFG
194
Next Financial Group
Texas
-$14K -1,400 Closed
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
-$10K -1,000 Closed
CCM
196
Chiron Capital Management
Florida
-$7K -690 Closed
QT
197
Quantbot Technologies
New York
-$5K -503 Closed
FEG
198
Financial Enhancement Group
Indiana
-$3K -300 Closed
CFGS
199
Concourse Financial Group Securities
Alabama
-$2.27K -200 Closed
FCA
200
FinTrust Capital Advisors
South Carolina
-$2 -200 Closed

ZUO Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2020, worth a combined $971M — up 38% from $703M a quarter earlier.

Fund positioning in ZUO was balanced in Q4 2020: 31 funds opened new positions, 31 closed out, 60 added to existing stakes and 52 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $15.2M. The largest seller was Brown Advisory, cutting an estimated $21.9M.

  • 178 institutional investors held Zuora, Inc. (ZUO) as of Q4 2020, down from 180 in Q3 2020.
  • Funds reported $971M of Zuora, Inc. stock for Q4 2020, up 38% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2020 and 31 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q4 2020 was Baillie Gifford & Co, an estimated $15.2M added.
  • The largest Zuora, Inc. seller in Q4 2020 was Brown Advisory, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2020.