ZM icon

Zoom
ZM

Overview Fund Activity

510 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 323 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+277
Holders Change %
+118.88%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
323
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.05B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$688M
3
Renaissance Technologies
Renaissance Technologies
New York
+$406M
4
WRCM
Whale Rock Capital Management
Massachusetts
+$301M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$270M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$300M
2
Fidelity International
Fidelity International
Bermuda
-$210M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$208M
4
Creative Planning
Creative Planning
Kansas
-$159M
5
WCM
Wildcat Capital Management
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
251
AJ Wealth Strategies
New York
$604K +$604K +4,137 New
BNP Paribas Financial Markets
252
BNP Paribas Financial Markets
France
$593K +$31.7K +217 +6%
IWM
253
IHT Wealth Management
Illinois
$589K +$589K +4,033 New
MFAM
254
Motley Fool Asset Management
Virginia
$578K -$110K -753 -16%
QT
255
Quantbot Technologies
New York
$568K +$568K +3,890 New
EA
256
Emerald Advisers
Pennsylvania
$565K +$565K +3,866 New
HF
257
HRT Financial
New York
$562K +$562K +3,851 New
AIM
258
Axiom Investment Management
New York
$560K +$560K +3,834 New
GWM
259
Geneos Wealth Management
Colorado
$557K +$267K +1,763 +92%
CL
260
CPWM LLC
Washington
$554K +$554K +3,789 New
CMI
261
Clare Market Investments
Texas
$549K +$549K +3,760 New
RA
262
Rational Advisors
New York
$541K +$541K +3,700 New
BCM
263
Bluefin Capital Management
New York
$517K +$517K +3,541 New
RCM
264
Requisite Capital Management
Texas
$511K +$511K +3,500 New
PAG
265
Private Advisor Group
New Jersey
$507K +$507K +3,469 New
VRM
266
Vectors Research Management
New York
$506K +$506K +3,464 New
KC
267
Kingfisher Capital
North Carolina
$498K +$498K +3,411 New
M&T Bank
268
M&T Bank
New York
$496K +$57.7K +395 +13%
IC
269
Intersect Capital
California
$495K +$58.8K +402 +13%
DADC
270
D.A. Davidson & Co
Montana
$494K +$494K +3,381 New
BJL
271
Brighton Jones LLC
Washington
$492K +$492K +3,369 New
Nomura Holdings
272
Nomura Holdings
Japan
$491K +$491K +3,361 New
NFG
273
Next Financial Group
Texas
$482K +$424K +2,898 +725%
BSW
274
Buckingham Strategic Wealth
Missouri
$468K +$468K +3,202 New
PWM
275
Perigon Wealth Management
California
$466K +$466K +3,739 New
9 10
11
12 13