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886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
401
Hussman Strategic Advisors
Maryland
$1.2M +$815K +2,550 New
PL
402
Polianta Ltd
Jersey
$1.18M +$799K +2,500 New
HFM
403
Harvest Fund Management
China
$1.17M +$526K +1,644 +214%
GIA
404
Gateway Investment Advisers
Ohio
$1.17M -$3.54M -11,072 -82%
DAS
405
Dynamic Advisor Solutions
Arizona
$1.17M +$16.6K +52 +2%
Wellington Management Group
406
Wellington Management Group
Massachusetts
$1.15M -$627K -1,960 -45%
BA
407
Bristlecone Advisors
Washington
$1.15M +$420K +1,314 +117%
Cetera Investment Advisers
408
Cetera Investment Advisers
Illinois
$1.12M +$161K +502 +27%
DSAM
409
Dock Street Asset Management
Florida
$1.12M -$1.28M -4,000 -63%
SNN
410
Shen Neil Nanpeng
$1.12M -$5.57M -17,428 -88%
WWM
411
WT Wealth Management
Arizona
$1.11M -$177K -552 -19%
CSA
412
Cottage Street Advisors
Massachusetts
$1.1M +$752K +2,350 New
MA
413
Mutual Advisors
Nebraska
$1.09M +$45.1K +141 +6%
GAM
414
Gotham Asset Management
New York
$1.09M -$382K -1,194 -34%
HCM
415
HGI Capital Management
New York
$1.09M +$420K +1,314 +131%
CPIG
416
Chicago Partners Investment Group
Illinois
$1.08M +$37.1K +116 +5%
RG
417
Rathbones Group
United Kingdom
$1.07M -$108K -338 -13%
VFA
418
Valeo Financial Advisors
Indiana
$1.04M -$92.1K -288 -12%
VFA
419
Voya Financial Advisors
Connecticut
$1.03M +$211K +660 +42%
SBIA
420
Sheaff Brock Investment Advisors
Indiana
$1.03M +$40.3K +126 +6%
SW
421
SlateStone Wealth
Florida
$1.03M +$64K +200 +10%
SIAP
422
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M -$1.63M -5,100 -70%
BRA
423
Blue Rock Advisors
Minnesota
$999K -$304K -950 -31%
ETC
424
Exchange Traded Concepts
Oklahoma
$999K +$668K +2,090 +5,806%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$991K +$674K +2,109 New

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.