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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$6.5M -$1.01M -2,260 -11%
Aberdeen Group
227
Aberdeen Group
United Kingdom
$6.44M +$588K +1,318 +7%
PP
228
Paloma Partners
Connecticut
$6.18M +$2.44M +5,463 +43%
BAMCO Inc
229
BAMCO Inc
New York
$6.15M -$133K -299 -2%
Wellington Management Group
230
Wellington Management Group
Massachusetts
$6.1M +$6.98M +15,651 +641%
X
231
Xponance
Pennsylvania
$5.91M +$18.7K +42 +0.2%
NA
232
Navellier & Associates
Nevada
$5.89M +$709K +1,591 +10%
CWM
233
CIBC World Markets
New York
$5.87M +$3.24M +7,276 +72%
Tudor Investment Corp
234
Tudor Investment Corp
Connecticut
$5.86M +$1.14M +2,560 +17%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$5.81M +$5.89M +13,213 +330%
II
236
IFM Investors
Australia
$5.63M +$1.59M +3,576 +27%
Macquarie Group
237
Macquarie Group
Australia
$5.59M +$6.53M +14,653 +765%
Franklin Resources
238
Franklin Resources
California
$5.4M -$53.8M -120,750 -88%
VU
239
Vanderbilt University
Tennessee
$5.32M +$7.04M +15,785 New
CCM
240
Consolidated Capital Management
California
$5.25M -$6.6M -14,797 -49%
Korea Investment Corp
241
Korea Investment Corp
South Korea
$5.2M -$44.9M -100,800 -87%
MA
242
Mezzasalma Advisors
New Jersey
$5.17M +$6.83M +15,320 New
GFA
243
Gifford Fong Associates
California
$5.06M +$6.69M +15,000 New
HIIFS
244
Harel Insurance Investments & Financial Services
Israel
$4.94M -$232K -520 -7%
SCM
245
Sitrin Capital Management
California
$4.93M -$807K -1,809 -11%
VIA
246
Vident Investment Advisory
Georgia
$4.89M -$2.95M -6,609 -31%
MSE
247
MUFG Securities EMEA
United Kingdom
$4.87M +$6.44M +14,436 New
PAG
248
Private Advisor Group
New Jersey
$4.82M -$918K -2,060 -13%
MAP
249
Managed Asset Portfolios
Michigan
$4.72M
PG
250
Pendal Group
Australia
$4.68M +$2.83M +6,340 +84%

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.