Zoom
714 hedge funds and large institutions have $27.2B invested in Zoom in 2020 Q2 according to their latest regulatory filings, with 294 funds opening new positions, 191 increasing their positions, 177 reducing their positions, and 92 closing their positions.
220% more first-time investments, than exits
New positions opened: 294 | Existing positions closed: 92
132% more capital invested
Capital invested by funds: $11.7B → $27.2B (+$15.5B)
39% more funds holding
Funds holding: 513 → 714 (+201)
27% more funds holding in top 10
Funds holding in top 10: 26 → 33 (+7)
16% more call options, than puts
Call options by funds: $2.6B | Put options by funds: $2.24B
8% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 177
4.76% less ownership
Funds ownership: 63.69% → 58.93% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.15B |
| 2 |
Renaissance Technologies
New York
|
+$806M |
| 3 |
BlackRock
New York
|
+$677M |
| 4 |
Morgan Stanley
New York
|
+$534M |
| 5 |
State Street
Boston,
Massachusetts
|
+$472M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Salesforce Inc
San Francisco,
California
|
-$406M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$344M |
| 3 |
SVI
Strategic Vision Investment
Hong Kong
|
-$235M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$176M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$175M |
ZM Hedge Fund Activity: Q2 2020 in Review
714 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2020, worth a combined $27.2B — up 132% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 294 funds opened new ZM positions and 92 closed out — a net gain of 202 holders — while 191 added to existing stakes and 177 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.15B. The largest seller was Salesforce Inc, exiting entirely with an estimated $406M sold.
- 714 institutional investors held Zoom (ZM) as of Q2 2020, up from 513 in Q1 2020.
- Funds reported $27.2B of Zoom stock for Q2 2020, up 132% quarter-over-quarter.
- 294 funds opened new Zoom positions in Q2 2020 and 92 closed out, a net change of +202 holders.
- The largest Zoom buyer in Q2 2020 was Vanguard Group, an estimated $1.15B added.
- The largest Zoom seller in Q2 2020 was Salesforce Inc, an estimated $406M sold.
Based on aggregated 13F filings for Q2 2020.