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513 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 326 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 42

175% more capital invested

Capital invested by funds: $4.26B → $11.7B (+$7.46B)

120% more funds holding

Funds holding: 233513 (+280)

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

73% more funds holding in top 10

Funds holding in top 10: 1526 (+11)

34% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $894M

7.72% more ownership

Funds ownership: 55.97%63.69% (+7.7%)

Holders
513
Holders Change
+280
Holders Change %
+120.17%
% of All Funds
11.3%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
326
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
$898K +$607K +6,147 New
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$897K +$607K +6,149 New
FAM
228
Fred Alger Management
New York
$888K +$600K +6,077 New
SAM
229
Storebrand Asset Management
Norway
$870K +$587K +5,951 New
BCA
230
Biltmore Capital Advisors
New Jersey
$862K +$582K +5,900 New
BS
231
Banco Santander
Spain
$841K +$258K +2,612 +83%
FHA
232
Flagship Harbor Advisors
Massachusetts
$840K +$521K +5,280 +1,119%
OC
233
Oppenheimer & Co
New York
$831K +$561K +5,688 New
PPA
234
Parametric Portfolio Associates
Washington
$829K +$560K +5,675 New
Bank Julius Baer & Co
235
Bank Julius Baer & Co
Switzerland
$816K +$551K +5,586 New
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$816K +$551K +5,587 New
BCM
237
Beck Capital Management
Texas
$791K +$534K +5,416 New
AW
238
ACG Wealth
Georgia
$781K +$527K +5,345 New
EAM
239
Evanson Asset Management
California
$774K +$522K +5,294 New
FAAS
240
First Allied Advisory Services
California
$768K +$519K +5,256 New
UR
241
USCA RIA
Texas
$760K +$513K +5,200 New
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$746K +$532K +5,392 +749%
Canada Life
243
Canada Life
Manitoba, Canada
$741K +$331K +3,353 +195%
HCM
244
Harvey Capital Management
Florida
$708K +$479K +4,850 New
PCM
245
Parsons Capital Management
Rhode Island
$705K +$476K +4,825 New
GC
246
Guggenheim Capital
Illinois
$697K -$274K -2,773 -37%
CAN
247
Cetera Advisor Networks
California
$695K +$469K +4,757 New
SW
248
SkyOak Wealth
Michigan
$683K +$461K +4,672 New
UBS AM
249
UBS AM
Illinois
$670K -$17.3K -175 -4%
CFA
250
Carroll Financial Associates
North Carolina
$638K +$428K +4,334 +12,383%