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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

Rank Fund Capital Flow
1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
276
Verition Fund Management
Connecticut
– -$277K -3,637 Closed
MML Investors Services
277
MML Investors Services
Massachusetts
– -$276K -3,618 Closed
Primecap Management
278
Primecap Management
California
– -$259K -3,400 Closed
SWP
279
Stratos Wealth Partners
Ohio
– -$250K -3,278 Closed
PFA
280
Pinnacle Family Advisors
Missouri
– -$236K -3,100 Closed
TRCT
281
Tower Research Capital (TRC)
New York
– -$221K -2,902 Closed
TAM
282
Tocqueville Asset Management
New York
– -$218K -2,865 Closed
QT
283
Quantbot Technologies
New York
– -$34K -450 Closed
SM
284
SG3 Management
Puerto Rico
– -$23K -300 Closed
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
– -$20K -260 Closed
CCA
286
Catalyst Capital Advisors
New York
– -$9K -123 Closed
AIC
287
Ameritas Investment Company
Nebraska
– -$4K -50 Closed
CIAS
288
Capital Investment Advisory Services
North Carolina
– -$4K -50 Closed
CFG
289
Citizens Financial Group
Rhode Island
– -$3K -40 Closed
IFAM
290
Institutional & Family Asset Management
Colorado
– -$1K -18 Closed
AIM
291
Aigen Investment Management
New York
– +$138 +2 New
8 9 10 11
12

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.