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513 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 326 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 42

175% more capital invested

Capital invested by funds: $4.26B → $11.7B (+$7.46B)

120% more funds holding

Funds holding: 233513 (+280)

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

73% more funds holding in top 10

Funds holding in top 10: 1526 (+11)

34% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $894M

7.72% more ownership

Funds ownership: 55.97%63.69% (+7.7%)

Holders
513
Holders Change
+280
Holders Change %
+120.17%
% of All Funds
11.3%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
326
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
276
Buckingham Strategic Wealth
Missouri
$468K +$316K +3,202 New
PWM
277
Perigon Wealth Management
California
$466K +$369K +3,739 New
MIH
278
Meitav Investment House
Israel
$462K -$90.1K -913 -22%
NA
279
NewEdge Advisors
Louisiana
$460K +$311K +3,150 New
CFG
280
Citizens Financial Group
Rhode Island
$459K +$310K +3,140 New
HIS
281
Harvest Investment Services
Illinois
$451K +$305K +3,092 New
KWM
282
Kingsview Wealth Management
Oregon
$447K +$302K +3,058 New
SC
283
Sawyer & Company
Massachusetts
$438K
BCV
284
Banque Cantonale Vaudoise
Switzerland
$438K +$3.55K +36 +1%
DTL
285
Dynamic Technology Lab
Singapore
$438K +$296K +3,000 New
IFG
286
Independent Financial Group
California
$432K +$292K +2,958 New
ODIJL
287
One Day In July LLC
Vermont
$430K +$290K +2,940 New
HIIFS
288
Harel Insurance Investments & Financial Services
Israel
$428K +$289K +2,927 New
KPW
289
Kore Private Wealth
New York
$422K +$285K +2,887 New
AIC
290
Archer Investment Corporation
Indiana
$421K +$284K +2,880 New
BAM
291
Blueshift Asset Management
New Jersey
$415K -$1.93M -19,583 -87%
Legal & General Group
292
Legal & General Group
United Kingdom
$409K +$355K +3,601 +583%
CAM
293
CenterStar Asset Management
Illinois
$397K
AF
294
Alerus Financial
North Dakota
$395K +$266K +2,700 New
KA
295
Kovack Advisors
Florida
$385K +$260K +2,634 New
LWAC
296
Laurel Wealth Advisors (California)
California
$384K +$259K +2,629 New
Sumitomo Mitsui Trust Group
297
Sumitomo Mitsui Trust Group
Japan
$380K +$257K +2,600 New
Lazard Asset Management
298
Lazard Asset Management
New York
$379K +$257K +2,600 New
TFA
299
Teamwork Financial Advisors
Texas
$377K +$254K +2,577 New
PA
300
Parallel Advisors
California
$375K +$195K +1,976 +332%