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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
SFS
301
Sowell Financial Services
Arkansas
$2.75M +$185K +578 +11%
AW
302
ACG Wealth
Georgia
$2.73M +$9.91K +31 +0.5%
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$2.65M +$934K +2,920 +107%
ZIM
304
Zacks Investment Management
Illinois
$2.65M +$1.8M +5,626 New
VR
305
Viridian RIA
Washington
$2.64M -$611K -1,912 -25%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$2.63M -$599K -1,874 -25%
WCA
307
Waratah Capital Advisors
Ontario, Canada
$2.63M +$1.79M +5,584 New
MAM
308
Meeder Asset Management
Ohio
$2.61M +$1.4M +4,385 +378%
QT
309
Quantbot Technologies
New York
$2.6M +$1.77M +5,528 New
IRF
310
IBM Retirement Fund
New York
$2.56M +$488K +1,526 +39%
Calamos Advisors
311
Calamos Advisors
Illinois
$2.53M +$1.72M +5,386 New
EAM
312
Evanson Asset Management
California
$2.47M -$16K -50 -0.9%
GKWIM
313
Gerber Kawasaki Wealth & Investment Management
California
$2.46M -$103K -321 -6%
HAG
314
HighPoint Advisor Group
Illinois
$2.45M -$502K -1,571 -24%
BCM
315
Breiter Capital Management
Florida
$2.43M +$1.65M +5,164 New
BC
316
BIT Capital
Germany
$2.39M -$11.6M -36,161 -88%
AWP
317
Ascent Wealth Partners
New York
$2.33M -$462K -1,446 -23%
EAM
318
Erste Asset Management
Austria
$2.33M -$959K -3,000 -38%
TRCT
319
Tower Research Capital (TRC)
New York
$2.31M +$667K +2,085 +74%
Federated Hermes
320
Federated Hermes
Pennsylvania
$2.31M +$534K +1,671 +52%
AC
321
Athanor Capital
New York
$2.28M -$3.26M -10,196 -68%
TC
322
Telemus Capital
Michigan
$2.24M +$320K +1,000 +33%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$2.24M +$859K +2,687 +130%
AIL
324
AGF Investments LLC
Ontario, Canada
$2.19M -$796K -2,489 -35%
VWA
325
V Wealth Advisors
Kansas
$2.12M -$249K -778 -15%

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.