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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
ER
326
Enlightenment Research
Florida
$2.11M -$1.09M -3,410 -43%
HLA
327
Hamilton Lane Advisors
Pennsylvania
$2.09M -$2.18M -6,820 -61%
BAM
328
Belpointe Asset Management
Nevada
$2.06M -$909K -2,843 -39%
KAM
329
Karani Asset Management
New York
$2.06M +$1.2M +3,752 +597%
HSA
330
HBK Sorce Advisory
Pennsylvania
$2.06M +$844K +2,640 +152%
CG
331
Cutler Group
California
$2.04M +$656K +2,051 +89%
BG
332
Bollard Group
Massachusetts
$1.97M +$1.34M +4,200 New
RA
333
Rational Advisors
New York
$1.97M +$28.8K +90 +2%
IC
334
Intersect Capital
California
$1.97M +$428K +1,339 +47%
PA
335
Parallel Advisors
California
$1.97M +$287K +897 +27%
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$1.93M +$219K +685 +20%
JF
337
Jump Financial
Illinois
$1.92M +$1.31M +4,087 New
SCP
338
Syntal Capital Partners
Texas
$1.91M +$1.3M +4,071 New
HC
339
HNP Capital
New York
$1.9M +$108K +339 +10%
Canada Pension Plan Investment Board
340
Canada Pension Plan Investment Board
Ontario, Canada
$1.88M -$2.02M -6,325 -61%
IFG
341
Independent Financial Group
California
$1.86M +$342K +1,071 +37%
NA
342
NewEdge Advisors
Louisiana
$1.84M +$247K +772 +24%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.83M
AFA
344
Abacus FCF Advisors
Florida
$1.83M -$107K -335 -8%
PCM
345
Parsons Capital Management
Rhode Island
$1.82M -$149K -465 -11%
CIA
346
CSat Investment Advisory
Michigan
$1.82M +$56.6K +177 +5%
TI
347
Tidal Investments
Wisconsin
$1.82M +$56.6K +177 +5%
VRM
348
Vectors Research Management
New York
$1.8M +$119K +372 +11%
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$1.8M -$511K -1,599 -28%
CL
350
CPWM LLC
Washington
$1.79M -$55.6K -174 -4%

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.