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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
AWM
251
Avitas Wealth Management
California
$4.76M -$13.1K -41 -0.4%
ARI
252
Applied Research Investments
Delaware
$4.74M +$3.23M +10,087 New
ACP
253
Aviance Capital Partners
Florida
$4.7M -$1.92M -6,000 -38%
BCM
254
Bluefin Capital Management
New York
$4.63M -$708K -2,213 Closed
APA
255
American Portfolios Advisors
New York
$4.57M +$100K +314 +3%
FHA
256
Flagship Harbor Advisors
Massachusetts
$4.51M +$588K +1,839 +24%
Truist Financial
257
Truist Financial
North Carolina
$4.43M +$124K +387 +4%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$4.34M +$2.79M +8,733 New
AC
259
Avestar Capital
New York
$4.23M -$98.2K -307 -4%
AB
260
Amalgamated Bank
New York
$4.16M -$49.6K -155 -2%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$4.12M +$866K +2,709 +45%
M&T Bank
262
M&T Bank
New York
$4.06M +$334K +1,045 +14%
Comerica Bank
263
Comerica Bank
Texas
$4M -$24.3K -76 -1%
BBVA
264
Banco Bilbao Vizcaya Argentaria
Spain
$3.96M +$408K +1,276 +18%
CBT
265
Capital Bank & Trust
California
$3.95M +$2.69M +8,405 New
GVAG
266
Great Valley Advisor Group
Delaware
$3.94M +$63.3K +198 +2%
Neuberger Berman Group
267
Neuberger Berman Group
New York
$3.93M +$802K +2,508 +43%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$3.91M +$895K +2,798 +51%
JWCA
269
J.W. Cole Advisors
Florida
$3.9M +$2.65M +8,291 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$3.85M +$299K +936 +13%
AIM
271
AIA Investment Management
Singapore
$3.81M +$333K +1,041 +15%
SOMRS
272
State of Michigan Retirement System
Michigan
$3.81M +$2.59M +8,110 New
AWM
273
AE Wealth Management
Kansas
$3.76M -$1.02M -3,175 -28%
Verition Fund Management
274
Verition Fund Management
Connecticut
$3.74M +$2.54M +7,956 New
CS
275
Candriam SCA
Luxembourg
$3.71M +$2.52M +7,883 New

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.