We are live on ! Find out more

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
SOMRS
301
State of Michigan Retirement System
Michigan
$2.82M +$110K +246 +3%
Comerica Bank
302
Comerica Bank
Texas
$2.82M -$214K -479 -6%
ECM
303
ExodusPoint Capital Management
New York
$2.78M +$165K +369 +5%
AC
304
Avestar Capital
New York
$2.77M +$22.3K +50 +0.6%
TC
305
TwinBeech Capital
New York
$2.75M +$3.63M +8,138 New
APA
306
American Portfolios Advisors
New York
$2.68M -$794K -1,781 -18%
MFAM
307
Motley Fool Asset Management
Virginia
$2.63M +$733K +1,643 +27%
AA
308
Altman Advisors
Illinois
$2.55M -$25K -56 -0.7%
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$2.51M +$2.25M +5,045 +211%
PI
310
PineBridge Investments
New York
$2.48M +$626K +1,403 +24%
GT
311
Glenmede Trust
Pennsylvania
$2.45M +$3.08M +6,906 +1,973%
BA
312
Bridgewater Associates
Connecticut
$2.44M +$3.22M +7,233 New
NIM
313
Northeast Investment Management
Massachusetts
$2.42M -$249K -559 -7%
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.4M +$38.3K +86 +1%
AWA
315
Artemis Wealth Advisors
New York
$2.36M
AFT
316
Alpha Family Trust
California
$2.36M +$3.12M +7,000 New
HAG
317
HighPoint Advisor Group
Illinois
$2.33M +$211K +474 +10%
SC
318
Sepio Capital
Utah
$2.32M +$2.42M +5,432 +378%
B
319
BP
United Kingdom
$2.29M +$3.02M +6,784 New
HTC
320
Hershey Trust Company
Pennsylvania
$2.23M +$2.95M +6,621 New
FAIM
321
Financial Advocates Investment Management
Washington
$2.21M -$183K -410 -6%
IC
322
Intersect Capital
California
$2.2M +$1.04M +2,340 +56%
PP
323
Professional Planning
California
$2.19M +$2.9M +6,507 New
GF
324
Gabelli Funds
New York
$2.19M -$223K -500 -7%
HNW
325
High Note Wealth
Minnesota
$2.19M +$2.89M +6,486 New

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.