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814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
376
Paragon Capital Management (Colorado)
Colorado
$765K -$1.41K -6 -0.1%
VRM
377
Vectors Research Management
New York
$749K -$50.3K -214 -5%
HC
378
HNP Capital
New York
$744K -$50.3K -214 -5%
NFSG
379
Newbridge Financial Services Group
Florida
$742K +$484K +2,060 +104%
LOAME
380
Lombard Odier Asset Management (Europe)
United Kingdom
$742K +$948K +4,032 New
CIBC World Market
381
CIBC World Market
Ontario, Canada
$721K +$146K +620 +19%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$720K +$81.1K +345 +10%
IAIM
383
International Assets Investment Management
Florida
$715K +$5.64K +24 +0.6%
IUHSA
384
Itau Unibanco Holding S.A.
Brazil
$708K -$12.5K -53 -1%
FAIM
385
Financial Advocates Investment Management
Washington
$699K -$105K -447 -11%
AIL
386
AGF Investments LLC
Ontario, Canada
$692K +$328K +1,394 +59%
GCP
387
GSA Capital Partners
United Kingdom
$690K +$882K +3,752 New
FA
388
FDx Advisors
Illinois
$687K +$381K +1,620 +77%
TCM
389
Twin Capital Management
Pennsylvania
$678K -$112K -475 -11%
PAS
390
Park Avenue Securities
New York
$678K +$74.5K +317 +9%
NIM
391
Northeast Investment Management
Massachusetts
$670K -$463K -1,970 -35%
CWM
392
Centric Wealth Management
Illinois
$670K
CAM
393
Cresset Asset Management
Illinois
$665K -$1.07M -4,540 -56%
PFO
394
Pathstone Family Office
New Jersey
$664K -$16.5K -70 -2%
IRF
395
IBM Retirement Fund
New York
$654K -$585K -2,486 -41%
PDN
396
Pensionfund DSM Netherlands
Netherlands
$644K
SSA
397
Schonfeld Strategic Advisors
New York
$644K +$823K +3,500 New
EI
398
Ethic Inc
New York
$639K +$67.7K +288 +9%
GW
399
GW & Wade
Massachusetts
$637K -$11.8K -50 -1%
PCIA
400
Prime Capital Investment Advisors
Kansas
$633K -$609K -2,592 -43%

ZM Hedge Fund Activity: Q4 2021 in Review

814 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2021, worth a combined $28.3B — down 26% from $38.4B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of ZM and 150 opened new positions — a net loss of 44 holders — while 278 trimmed existing stakes and 276 added.

The largest buyer was ARK Investment Management, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.

  • 814 institutional investors held Zoom (ZM) as of Q4 2021, down from 872 in Q3 2021.
  • Funds reported $28.3B of Zoom stock for Q4 2021, down 26% quarter-over-quarter.
  • 150 funds opened new Zoom positions in Q4 2021 and 194 closed out, a net change of -44 holders.
  • The largest Zoom buyer in Q4 2021 was ARK Investment Management, an estimated $582M added.
  • The largest Zoom seller in Q4 2021 was T. Rowe Price Associates, an estimated $482M sold.

Based on aggregated 13F filings for Q4 2021.