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714 hedge funds and large institutions have $27.2B invested in Zoom in 2020 Q2 according to their latest regulatory filings, with 294 funds opening new positions, 191 increasing their positions, 177 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 294 | Existing positions closed: 92

132% more capital invested

Capital invested by funds: $11.7B → $27.2B (+$15.5B)

39% more funds holding

Funds holding: 513714 (+201)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

16% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.24B

8% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 177

4.76% less ownership

Funds ownership: 63.69%58.93% (-4.8%)

Holders
714
Holders Change
+201
Holders Change %
+39.18%
% of All Funds
14.64%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.68%
New
294
Increased
191
Reduced
177
Closed
92
Calls
$2.6B
Puts
$2.24B
Net Calls
+$354M
Net Calls Change
+$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
226
B. Riley Wealth Management
Tennessee
$2.62M -$1.52M -8,462 -45%
Canada Pension Plan Investment Board
227
Canada Pension Plan Investment Board
Ontario, Canada
$2.62M +$1.86M +10,327 New
AWM
228
Avitas Wealth Management
California
$2.58M -$745K -4,141 -29%
AIG
229
American International Group
New York
$2.54M +$1.8M +10,021 New
CCM
230
Cinctive Capital Management
New York
$2.51M +$1.78M +9,889 New
Nordea Investment Management
231
Nordea Investment Management
Sweden
$2.5M +$1.78M +9,866 New
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$2.45M -$2.52M -14,000 -59%
AIM
233
Achmea Investment Management
Netherlands
$2.44M +$1.73M +9,625 New
OC
234
Oppenheimer & Co
New York
$2.42M +$691K +3,842 +68%
APA
235
American Portfolios Advisors
New York
$2.39M -$1.99M -11,042 -54%
DCM
236
Driehaus Capital Management
Illinois
$2.34M -$4.27M -23,705 -72%
Truist Financial
237
Truist Financial
North Carolina
$2.29M -$2.39M -13,284 -60%
AB
238
Amalgamated Bank
New York
$2.28M +$1.62M +9,003 New
GF
239
Gabelli Funds
New York
$2.28M -$180K -1,000 -10%
SCM
240
Shelton Capital Management
Colorado
$2.23M +$1.59M +8,811 New
PAM
241
Panagora Asset Management
Massachusetts
$2.22M +$1.58M +8,759 New
IC
242
IEQ Capital
California
$2.21M +$1.57M +8,732 New
IAA
243
Independent Advisor Alliance
North Carolina
$2.21M +$134K +746 +9%
AC
244
Avestar Capital
New York
$2.15M +$105K +583 +7%
DILIC
245
Dai-ichi Life Insurance Company
Japan
$2.08M +$1.48M +8,211 New
GVAG
246
Great Valley Advisor Group
Delaware
$2.07M -$41.9K -233 -3%
Comerica Bank
247
Comerica Bank
Texas
$2.06M +$1.07M +5,959 +306%
WS
248
Wedbush Securities
California
$2.02M -$290K -1,611 -17%
II
249
IFM Investors
Australia
$2.02M +$1.43M +7,947 New
ER
250
Enlightenment Research
Florida
$2M +$1.42M +7,900 New

ZM Hedge Fund Activity: Q2 2020 in Review

714 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2020, worth a combined $27.2B — up 132% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 294 funds opened new ZM positions and 92 closed out — a net gain of 202 holders — while 191 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.15B. The largest seller was Salesforce Inc, exiting entirely with an estimated $406M sold.

  • 714 institutional investors held Zoom (ZM) as of Q2 2020, up from 513 in Q1 2020.
  • Funds reported $27.2B of Zoom stock for Q2 2020, up 132% quarter-over-quarter.
  • 294 funds opened new Zoom positions in Q2 2020 and 92 closed out, a net change of +202 holders.
  • The largest Zoom buyer in Q2 2020 was Vanguard Group, an estimated $1.15B added.
  • The largest Zoom seller in Q2 2020 was Salesforce Inc, an estimated $406M sold.

Based on aggregated 13F filings for Q2 2020.