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872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
376
Jaffetilchin Investment Partners
Florida
$1.16M -$1.84M -5,470 -55%
IWM
377
IHT Wealth Management
Illinois
$1.15M +$108K +320 +8%
SPC
378
Sigma Planning Corp
Michigan
$1.14M +$73.2K +217 +5%
CAN
379
Cetera Advisor Networks
California
$1.14M -$85.6K -254 -6%
FIM
380
Freedom Investment Management
Connecticut
$1.14M +$490K +1,453 +50%
VRM
381
Vectors Research Management
New York
$1.12M +$46.9K +139 +3%
HC
382
HNP Capital
New York
$1.11M +$38.1K +113 +3%
FAIM
383
Financial Advocates Investment Management
Washington
$1.11M -$297K -882 -17%
IG
384
ING Group
Netherlands
$1.11M +$23.9K +71 +2%
CI
385
CX Institutional
Indiana
$1.1M -$165K -488 -10%
PCMC
386
Paragon Capital Management (Colorado)
Colorado
$1.09M +$1.4M +4,167 New
TCM
387
Twin Capital Management
Pennsylvania
$1.09M -$188K -559 -12%
DF
388
Donoghue Forlines
Massachusetts
$1.08M +$178K +527 +15%
ACM
389
AlphaCrest Capital Management
New York
$1.07M +$1.11M +3,300 +413%
JAFL
390
Jay A. Fishman Ltd
Michigan
$1.06M +$1.37M +4,065 New
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$1.06M -$263K -780 -16%
BG
392
Bollard Group
Massachusetts
$1.05M
CPIG
393
Chicago Partners Investment Group
Illinois
$1.03M +$145K +429 +12%
AC
394
AWM Capital
Arizona
$1.03M +$1.35M +4,012 New
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
$1.02M -$59.7K -177 -4%
IAIM
396
International Assets Investment Management
Florida
$1.01M +$220K +653 +20%
BCI
397
Brinker Capital Investments
Pennsylvania
$1.01M
OPW
398
Oxler Private Wealth
New York
$1M
HAG
399
HighPoint Advisor Group
Illinois
$993K -$728K -2,159 -36%
Temasek Holdings
400
Temasek Holdings
Singapore
$986K

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.