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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
VHAM
301
Van Hulzen Asset Management
California
$373K +$252K +2,551 New
GW
302
GW & Wade
Massachusetts
$367K +$248K +2,512 New
JG
303
Jefferies Group
New York
$365K +$247K +2,500 New
WCM
304
Weld Capital Management
New York
$354K +$239K +2,422 New
WP
305
WealthPLAN Partners
Nebraska
$347K +$204K +2,067 New
GTAM
306
Global Trust Asset Management
Florida
$347K +$227K +2,300 New
NEIRG
307
New England Investment & Retirement Group
Massachusetts
$347K +$234K +2,372 New
AAP
308
Aristotle Atlantic Partners
Florida
$336K +$227K +2,297 New
Dimensional Fund Advisors
309
Dimensional Fund Advisors
Texas
$328K +$221K +2,243 New
US Bancorp
310
US Bancorp
Minnesota
$327K +$215K +2,181 +3,965%
S
311
SignatureFD
Georgia
$325K +$216K +2,190 +6,257%
NFG
312
Nations Financial Group
Iowa
$324K +$219K +2,219 New
Comerica Bank
313
Comerica Bank
Texas
$309K +$192K +1,947 New
DAS
314
Dynamic Advisor Solutions
Arizona
$308K +$208K +2,108 New
Marshall Wace
315
Marshall Wace
United Kingdom
$302K +$204K +2,065 New
SFS
316
Sowell Financial Services
Arkansas
$301K +$58.9K +597 +41%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$301K +$99.5K +1,008 +96%
QSS
318
Quantitative Systematic Strategies
Florida
$297K +$200K +2,030 New
PP
319
Paloma Partners
Connecticut
$294K -$809K -8,198 -80%
MWM
320
Mission Wealth Management
California
$293K +$198K +2,006 New
HAIM
321
Hunter Associates Investment Management
Pennsylvania
$292K +$197K +2,000 New
VIM
322
Vista Investment Management
Pennsylvania
$292K +$197K +2,000 New
PA
323
Procyon Advisors
Connecticut
$287K +$21.9K +222 +13%
RG
324
Rathbones Group
United Kingdom
$284K +$192K +1,944 New
VCA
325
Verdence Capital Advisors
Maryland
$277K +$187K +1,898 New