We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
176
First Manhattan
New York
$37K -$4.02K -200 -9%
TRCT
177
Tower Research Capital (TRC)
New York
$32K -$102K -5,075 -75%
ACM
178
Aquatic Capital Management
Illinois
$21K +$22.1K +1,100 New
PCH
179
Polar Capital Holdings
United Kingdom
$20.9K -$4.91M -244,384 -18%
DFCM
180
Dark Forest Capital Management
Puerto Rico
$20K -$82.8K -4,124 -79%
Manulife (Manufacturers Life Insurance)
181
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.2K +$10.9M +541,469 +111%
HNB
182
Huntington National Bank
Ohio
$19K +$20.1K +1,000 +100,000%
LWP
183
Lumature Wealth Partners
Georgia
$15K
APA
184
American Portfolios Advisors
New York
$14.9K
QCG
185
Quadrant Capital Group
Ohio
$14K
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$14K +$5.7K +284 +60%
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$13.8K
MIFH
188
Migdal Insurance & Financial Holdings
Israel
$11K -$462 -23 -4%
ATC
189
Adirondack Trust Company
New York
$9K
RMC
190
Resources Management Corp
Connecticut
$9K
HWM
191
HighMark Wealth Management
Minnesota
$7K -$5.02K -250 -40%
LSA
192
Leonteq Securities AG
Switzerland
$6.54K
BC
193
Burleson & Co
California
$6K
OCM
194
Orion Capital Management
California
$6K
TWA
195
TCI Wealth Advisors
Arizona
$6K
FFWM
196
Future Financial Wealth Management
Ohio
$6K +$6.03K +300 New
BHWM
197
Beaird Harris Wealth Management
Texas
$6K +$6.11K +304 New
MCM
198
Manchester Capital Management
Vermont
$5K -$1.45K -72 -22%
LWANC
199
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
SIC
200
Salem Investment Counselors
North Carolina
$5K

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.