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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
CIBC World Market
376
CIBC World Market
Ontario, Canada
$1.51M -$494K -1,109 -20%
Janney Montgomery Scott
377
Janney Montgomery Scott
Pennsylvania
$1.51M +$356K +798 +22%
Bank Julius Baer & Co
378
Bank Julius Baer & Co
Switzerland
$1.51M +$115K +259 +6%
FAM
379
Fred Alger Management
New York
$1.5M -$16.2M -36,232 -89%
CCA
380
Catalyst Capital Advisors
New York
$1.49M -$1.06M -2,383 -35%
HSA
381
HBK Sorce Advisory
Pennsylvania
$1.48M -$446 -1 -0%
VI
382
Vestcor Inc
New Brunswick, Canada
$1.45M +$1.92M +4,301 New
CAN
383
Cetera Advisor Networks
California
$1.43M +$202K +453 +12%
TI
384
Tidal Investments
Wisconsin
$1.42M +$154K +346 +9%
AIP
385
Ameritas Investment Partners
Nebraska
$1.4M +$246K +552 +15%
HIS
386
Harvest Investment Services
Illinois
$1.39M +$1.41M +3,167 +337%
BMSSC
387
B. Metzler seel. Sohn & Co
Germany
$1.39M +$1.74M +3,898 New
QT
388
Quantbot Technologies
New York
$1.37M -$655K -1,469 -27%
RA
389
Rational Advisors
New York
$1.36M -$64.6K -145 -3%
TMAM
390
Tokio Marine Asset Management
Japan
$1.36M +$1.07M +2,405 +147%
PSUF
391
People's United Financial
Connecticut
$1.35M +$1.33M +2,988 +292%
VRM
392
Vectors Research Management
New York
$1.35M +$74.9K +168 +4%
HC
393
HNP Capital
New York
$1.34M +$81.1K +182 +5%
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$1.34M +$1.77M +3,979 New
Federated Hermes
395
Federated Hermes
Pennsylvania
$1.33M -$426K -955 -19%
CPIG
396
Chicago Partners Investment Group
Illinois
$1.33M +$483K +1,084 +45%
IUHSA
397
Itau Unibanco Holding S.A.
Brazil
$1.3M +$459K +1,029 +36%
GCA
398
Genesee Capital Advisors
New York
$1.3M +$1.71M +3,844 New
PCM
399
Parsons Capital Management
Rhode Island
$1.29M -$11.1K -25 -0.6%
HCM
400
HGI Capital Management
New York
$1.29M +$678K +1,521 +66%

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.