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886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
226
WorldQuant Millennium Advisors
New York
$6.3M +$4.29M +13,407 New
AWS
227
AJ Wealth Strategies
New York
$6.29M +$296K +926 +7%
ASN
228
Advisory Services Network
Georgia
$6.28M -$4.65M -14,533 -52%
II
229
IFM Investors
Australia
$6.17M +$1.65M +5,170 +65%
SCM
230
Shelton Capital Management
Colorado
$6.11M +$1.34M +4,188 +48%
PAG
231
Private Advisor Group
New Jersey
$6.11M +$48.3K +151 +0.9%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$6.09M -$107K -336 -3%
PP
233
Paloma Partners
Connecticut
$6.04M +$315K +985 +8%
Principal Financial Group
234
Principal Financial Group
Iowa
$6M -$1.56M -4,885 -28%
PL
235
Perpetual Ltd
Australia
$5.93M -$6.93M -21,657 -63%
MAM
236
Mark Asset Management
New York
$5.85M -$7.25M -22,685 -65%
AIM
237
Achmea Investment Management
Netherlands
$5.64M +$758K +2,371 +25%
SDH
238
Sloy Dahl & Holst
Washington
$5.54M +$1.32M +4,116 +62%
Lazard Asset Management
239
Lazard Asset Management
New York
$5.51M +$2.29M +7,153 +157%
DILIC
240
Dai-ichi Life Insurance Company
Japan
$5.42M +$1.06M +3,314 +40%
BCP
241
Berylson Capital Partners
Massachusetts
$5.36M -$7.93M -24,800 -69%
KAS
242
Kestra Advisory Services
Texas
$5.29M +$3.59M +11,211 New
AIA
243
AGF Investments America
Ontario, Canada
$5.21M -$2.48M -7,741 -41%
Squarepoint
244
Squarepoint
New York
$5.2M -$1.63M -5,097 -32%
AIG
245
American International Group
New York
$5.12M +$280K +877 +9%
BRWM
246
B. Riley Wealth Management
Tennessee
$4.97M +$72K +225 +2%
HI
247
Harrington Investments
California
$4.92M -$508K -1,587 -13%
OC
248
Oppenheimer & Co
New York
$4.9M +$286K +893 +9%
SPIA
249
Steward Partners Investment Advisory
New York
$4.9M -$337K -1,053 -9%
CWM
250
CIBC World Markets
New York
$4.76M -$227K -709 -7%

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.