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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
EAM
351
Evanson Asset Management
California
$1.77M +$5.8K +13 +0.2%
Schroder Investment Management Group
352
Schroder Investment Management Group
United Kingdom
$1.77M -$5.77M -12,937 -71%
SPC
353
Sigma Planning Corp
Michigan
$1.76M -$612K -1,372 -21%
CG
354
Cutler Group
California
$1.72M +$339K +761 +17%
WG
355
Winton Group
United Kingdom
$1.72M +$2.28M +5,109 New
BCM
356
Bluefin Capital Management
New York
$1.72M +$2.27M +5,102 New
GVAG
357
Great Valley Advisor Group
Delaware
$1.72M -$1.46M -3,282 -39%
TNAM
358
Terra Nova Asset Management
New York
$1.72M +$2.27M +5,089 New
PP
359
Prudential plc
United Kingdom
$1.71M +$1.86M +4,166 +459%
CB
360
Commerce Bank
Missouri
$1.7M +$748K +1,677 +50%
VWA
361
V Wealth Advisors
Kansas
$1.7M +$236K +530 +12%
CCM
362
CloudAlpha Capital Management
Hong Kong
$1.69M +$2.23M +5,000 New
SM
363
Sciencast Management
New Jersey
$1.66M +$905K +2,030 +75%
BCM
364
Bayesian Capital Management
New York
$1.65M -$5.12M -11,490 -70%
AWP
365
Ascent Wealth Partners
New York
$1.64M -$35.2K -79 -2%
WCM
366
Weld Capital Management
New York
$1.64M +$2.17M +4,861 New
AA
367
ALPS Advisors
Colorado
$1.63M +$511K +1,146 +31%
RIM
368
Redpoint Investment Management
Australia
$1.61M +$782K +1,753 +58%
KAM
369
Karani Asset Management
New York
$1.61M +$176K +395 +9%
BG
370
Bollard Group
Massachusetts
$1.58M +$223K +500 +12%
FCI
371
Financial Counselors Inc
Kansas
$1.58M +$477K +1,070 +30%
KPW
372
Kore Private Wealth
New York
$1.57M +$705K +1,581 +51%
SDH
373
Sloy Dahl & Holst
Washington
$1.54M -$3M -6,733 -62%
UCFA
374
United Capital Financial Advisors
Texas
$1.52M +$1.12M +2,514 +126%
AP
375
Atlas Principals
North Carolina
$1.52M +$2.01M +4,500 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.