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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.03B
2
AIM
ARK Investment Management
Florida
$965M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.6B
4
Tiger Global Management
Tiger Global Management
New York
$787M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$291M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.74B
2
Coatue Management
Coatue Management
New York
$378M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$255M
4
WRCM
Whale Rock Capital Management
Massachusetts
$0
5
HA
HHLR Advisors
Cayman Islands
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
326
High Note Wealth
Minnesota
$2.08M -$1.29K -4 -0.1%
SW
327
SlateStone Wealth
Florida
$2.04M +$1.03M +3,200 +101%
CWM
328
Concentrum Wealth Management
California
$2.04M +$1.97M +6,121 +2,782%
B
329
BP
United Kingdom
$2.04M -$143K -446 -7%
QGA
330
Q Global Advisors
Texas
$2.02M +$2.02M +6,292 New
CCM
331
Covington Capital Management
California
$2M -$2.2M -6,835 -52%
IC
332
Intersect Capital
California
$2M -$96.1K -299 -5%
IP
333
Intellectus Partners
California
$1.95M +$757K +2,355 +63%
IRF
334
IBM Retirement Fund
New York
$1.92M -$75.2K -234 -4%
CMI
335
Clare Market Investments
Texas
$1.91M +$1.48M +4,606 +347%
HAG
336
HighPoint Advisor Group
Illinois
$1.9M +$155K +481 +9%
SPC
337
Sigma Planning Corp
Michigan
$1.87M +$190K +593 +11%
VR
338
Viridian RIA
Washington
$1.85M -$1.86M -5,498 Closed
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$1.83M – – –
TI
340
Tidal Investments
Wisconsin
$1.82M +$470K +1,462 +35%
HCM
341
HGI Capital Management
New York
$1.82M +$584K +1,817 +47%
AW
342
ACG Wealth
Georgia
$1.81M -$72.9K -227 -4%
SFS
343
Sowell Financial Services
Arkansas
$1.79M -$61K -208 -3%
MAM
344
Meeder Asset Management
Ohio
$1.79M +$1.71M +5,314 +2,005%
RIM
345
Redpoint Investment Management
Australia
$1.79M +$252K +785 +16%
GCA
346
Genesee Capital Advisors
New York
$1.78M +$544K +1,694 +44%
CAM
347
Cresset Asset Management
Illinois
$1.78M +$749K +2,332 +73%
PP
348
Professional Planning
California
$1.73M -$358K -1,113 -17%
FAIM
349
Financial Advocates Investment Management
Washington
$1.73M -$377K -1,174 -18%
AIM
350
Aigen Investment Management
New York
$1.71M -$5.64M -17,556 -77%
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