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513 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 326 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 42

175% more capital invested

Capital invested by funds: $4.26B → $11.7B (+$7.46B)

120% more funds holding

Funds holding: 233513 (+280)

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

73% more funds holding in top 10

Funds holding in top 10: 1526 (+11)

34% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $894M

7.72% more ownership

Funds ownership: 55.97%63.69% (+7.7%)

Holders
513
Holders Change
+280
Holders Change %
+120.17%
% of All Funds
11.3%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
326
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
401
Harvest Fund Management
China
$51K +$35.6K +361 New
SF
402
Synovus Financial
Georgia
$50K +$33.9K +344 New
AF
403
Advisornet Financial
Minnesota
$48K +$20.8K +211 +176%
LFG
404
Larson Financial Group
Missouri
$48K +$32.6K +330 New
CHA
405
Carmichael Hill & Associates
Maryland
$47K +$21.7K +220 +220%
TCOV
406
Trust Company of Vermont
Vermont
$47K +$31.4K +318 New
IFAM
407
Institutional & Family Asset Management
Colorado
$47K +$32K +324 New
TFA
408
Toth Financial Advisory
Virginia
$45K +$14.8K +150 +94%
GWS
409
Glassman Wealth Services
Virginia
$40K +$19.7K +200 +274%
KC
410
Knuff & Co
California
$40K +$27.1K +275 New
GRP
411
Global Retirement Partners
California
$37K +$14.8K +150 +150%
NSIM
412
North Star Investment Management
Illinois
$35K +$20.7K +210 +700%
TWA
413
TCI Wealth Advisors
Arizona
$35K +$23.7K +240 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$30K +$15.8K +160 +340%
SIAS
415
Shine Investment Advisory Services
Colorado
$30K +$20K +203 New
TL
416
TrueWealth LLC
Georgia
$30K +$20.4K +207 New
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$29K +$9.97K +101 +101%
DTIM
418
Danda Trouve Investment Management
Kansas
$29K +$19.7K +200 New
FMT
419
First Mercantile Trust
Tennessee
$29K +$19.7K +200 New
SIA
420
SeaBridge Investment Advisors
New Jersey
$29K +$19.7K +200 New
FANJ
421
Financial Architects (New Jersey)
New Jersey
$27K +$18.1K +183 New
HNB
422
Huntington National Bank
Ohio
$26K +$17.3K +175 New
BDWM
423
Brewin Dolphin Wealth Management
Ireland
$24.8K +$16.8K +170 New
WT
424
Whittier Trust
California
$24K +$16.3K +165 New
TC
425
Truvestments Capital
Florida
$24K +$16.4K +166 New