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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
FHA
276
Flagship Harbor Advisors
Massachusetts
$3.56M +$425K +953 +10%
Truist Financial
277
Truist Financial
North Carolina
$3.5M +$426K +956 +10%
DI
278
DUMAC Inc
North Carolina
$3.49M +$4.62M +10,353 New
AWM
279
Avitas Wealth Management
California
$3.41M -$2.67K -6 -0.1%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$3.38M +$559K +1,253 +14%
AWM
281
AE Wealth Management
Kansas
$3.36M +$882K +1,979 +25%
PHK
282
Point72 Hong Kong
Hong Kong
$3.35M +$3.8M +8,514 +598%
OC
283
Oppenheimer & Co
New York
$3.34M -$234K -525 -5%
AAF
284
Andra AP-fonden
Sweden
$3.31M -$8.87M -19,900 -67%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$3.22M +$3.72M +8,335 +694%
EGM
286
Engineers Gate Manager
New York
$3.21M -$6.53M -14,647 -61%
AIA
287
AGF Investments America
Ontario, Canada
$3.21M -$699K -1,567 -14%
JG
288
Jefferies Group
New York
$3.17M +$1.07M +2,400 +34%
MWM
289
Meridian Wealth Management
Kentucky
$3.15M -$1.81M -4,070 -30%
CS
290
Candriam SCA
Luxembourg
$3.15M +$644K +1,445 +18%
HI
291
Harrington Investments
California
$3.07M -$609K -1,367 -13%
SPIA
292
Steward Partners Investment Advisory
New York
$3M -$676K -1,516 -15%
AB
293
Amalgamated Bank
New York
$2.94M -$57.1K -128 -1%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$2.92M +$214K +481 +6%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$2.89M +$1.99M +4,469 +109%
LSA
296
Leonteq Securities AG
Switzerland
$2.87M +$3.8M +8,523 New
LSERS
297
Louisiana State Employees Retirement System
Louisiana
$2.87M +$3.79M +8,500 New
M&T Bank
298
M&T Bank
New York
$2.87M -$67.3K -151 -2%
Pacer Advisors
299
Pacer Advisors
Pennsylvania
$2.86M -$2.35M -5,275 -38%
CBT
300
Capital Bank & Trust
California
$2.83M

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.