Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
119 hedge funds and large institutions have $644M invested in Zuora, Inc. in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 29 closing their positions.
66% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 29
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
17% more funds holding
Funds holding: 102 → 119 (+17)
17% more capital invested
Capital invested by funds: $553M → $644M (+$91.7M)
14% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $10.2M
9.42% more ownership
Funds ownership: 39.11% → 48.54% (+9.4%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.3M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$32.4M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$24.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$13.9M |
| 3 |
GCM
Glynn Capital Management
Menlo Park,
California
|
-$13.1M |
| 4 |
PC
Passport Capital
San Francisco,
California
|
-$11.3M |
| 5 |
BlackRock
New York
|
-$10.7M |
ZUO Hedge Fund Activity: Q4 2018 in Review
119 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2018, worth a combined $644M — up 17% from $553M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ZUO positions and 29 closed out — a net gain of 19 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $77.7M. The largest seller was Wellington Management Group, cutting an estimated $55.3M.
- 119 institutional investors held Zuora, Inc. (ZUO) as of Q4 2018, up from 102 in Q3 2018.
- Funds reported $644M of Zuora, Inc. stock for Q4 2018, up 17% quarter-over-quarter.
- 48 funds opened new Zuora, Inc. positions in Q4 2018 and 29 closed out, a net change of +19 holders.
- The largest Zuora, Inc. buyer in Q4 2018 was Fidelity Investments, an estimated $77.7M added.
- The largest Zuora, Inc. seller in Q4 2018 was Wellington Management Group, an estimated $55.3M sold.
Based on aggregated 13F filings for Q4 2018.