Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
213 hedge funds and large institutions have $1.4B invested in Zuora, Inc. in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 37 closing their positions.
118% more call options, than puts
Call options by funds: $5.13M | Put options by funds: $2.35M
37% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 62
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
2% less funds holding
Funds holding: 217 → 213 (-4)
15% less capital invested
Capital invested by funds: $1.64B → $1.4B (-$242M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.9M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$22.7M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$19.8M |
| 4 |
PCR
Potrero Capital Research
San Francisco,
California
|
+$17.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$56.1M |
| 2 |
Bank of New York Mellon
New York
|
-$15.8M |
| 3 |
GH
GAM Holding
Zurich,
Switzerland
|
-$11.6M |
| 4 |
SAM
Soviero Asset Management
New York
|
-$11.4M |
| 5 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$11M |
ZUO Hedge Fund Activity: Q1 2022 in Review
213 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2022, worth a combined $1.4B — down 15% from $1.64B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ZUO and 35 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 85 added.
The largest buyer was First Trust Advisors, adding an estimated $31.9M. The largest seller was Greenhouse Funds, exiting entirely with an estimated $56.1M sold.
- 213 institutional investors held Zuora, Inc. (ZUO) as of Q1 2022, down from 217 in Q4 2021.
- Funds reported $1.4B of Zuora, Inc. stock for Q1 2022, down 15% quarter-over-quarter.
- 35 funds opened new Zuora, Inc. positions in Q1 2022 and 37 closed out, a net change of -2 holders.
- The largest Zuora, Inc. buyer in Q1 2022 was First Trust Advisors, an estimated $31.9M added.
- The largest Zuora, Inc. seller in Q1 2022 was Greenhouse Funds, an estimated $56.1M sold.
Based on aggregated 13F filings for Q1 2022.