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943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31%59% (+4.7%)

1% more funds holding

Funds holding: 930943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
341
Reduced
318
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
351
Perpetual Investment Management
Australia
$2.11M -$999K -3,000 -36%
LPARFS
352
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.1M +$1.81M +5,430 New
BWL
353
Bogart Wealth LLC
Virginia
$2.07M +$593K +1,780 +50%
CCA
354
Catalyst Capital Advisors
New York
$2.06M +$308K +924 +21%
HCCM
355
Hudson Canyon Capital Management
New York
$2.05M
SSA
356
Schonfeld Strategic Advisors
New York
$2.05M +$1.53M +4,601 +658%
Lido Advisors
357
Lido Advisors
California
$2.02M +$1.12M +3,352 +181%
AWM
358
AE Wealth Management
Kansas
$2.01M -$1.54M -4,639 -47%
PRC
359
Pearl River Capital
Michigan
$2.01M +$1.73M +5,198 New
BNP Paribas Asset Management
360
BNP Paribas Asset Management
France
$2M -$43K -129 -2%
AIP
361
Ameritas Investment Partners
Nebraska
$2M +$256K +768 +18%
CAM
362
Cresset Asset Management
Illinois
$1.97M -$145K -435 -8%
EAM
363
Evanson Asset Management
California
$1.94M -$83.9K -252 -5%
ACM
364
Alight Capital Management
New York
$1.94M +$1.67M +5,000 New
SWP
365
Stratos Wealth Partners
Ohio
$1.93M -$99.2K -298 -6%
FAIM
366
Financial Advocates Investment Management
Washington
$1.93M -$80.3K -241 -4%
CB
367
Commerce Bank
Missouri
$1.92M -$12K -36 -0.7%
UCFA
368
United Capital Financial Advisors
Texas
$1.88M +$84.6K +254 +6%
BMSSC
369
B. Metzler seel. Sohn & Co
Germany
$1.87M +$144K +431 +10%
JSC
370
Jackson Square Capital
California
$1.86M -$1.13M -3,387 -41%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$1.85M -$20.6K -62 -1%
B
372
BP
United Kingdom
$1.83M -$535K -1,607 -25%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$1.83M
TCM
374
Twin Capital Management
Pennsylvania
$1.83M +$45.6K +137 +3%
CCM
375
CAAS Capital Management
New York
$1.82M -$34.4M -103,277 -96%

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.