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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
CT
426
Clearstead Trust
Maine
$23K +$15.5K +157 New
VCM
427
Versant Capital Management
Arizona
$23K +$16.1K +163 New
AA
428
Ancora Advisors
Ohio
$22K
HDIM
429
Hanson & Doremus Investment Management
Vermont
$22K +$15K +152 New
ADL
430
Asset Dedication LLC
California
$21K +$8.39K +85 +137%
CYG
431
Clean Yield Group
Vermont
$20K +$13.3K +135 New
SJIM
432
St. Johns Investment Management
Florida
$20K +$13.8K +140 New
OPS
433
Orion Portfolio Solutions
Nebraska
$18K +$12.3K +125 New
KTC
434
Kistler-Tiffany Companies
Pennsylvania
$17K
CAGAS
435
Capital Advisory Group Advisory Services
Minnesota
$16K +$10.8K +109 New
AIP
436
Ameritas Investment Partners
Nebraska
$16K +$11.3K +115 New
FP
437
Financial Perspectives
Minnesota
$15.8K +$10.7K +108 New
AA
438
Advisory Alpha
Michigan
$15.2K +$8.88K +90 New
HCM
439
Highlander Capital Management
New Jersey
$15K
BFC
440
Bedel Financial Consulting
Indiana
$15K +$4.93K +50 +91%
BCH
441
Berkshire Capital Holdings
California
$15K +$9.87K +100 New
CFB
442
Cullen/Frost Bankers
Texas
$15K +$9.87K +100 New
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$9.87K +100 New
PFO
444
Pathstone Family Office
New Jersey
$15K +$9.87K +100 New
SFSIG
445
San Francisco Sentry Investment Group
California
$15K +$9.87K +100 New
CAL
446
Capital Advisors Ltd
Ohio
$15K +$10.1K +102 New
EWP
447
Engrave Wealth Partners
Texas
$14K +$5.92K +60 +150%
PMFA
448
Plante Moran Financial Advisors
Michigan
$14K +$6.51K +66 +220%
PO
449
Private Ocean
California
$14K +$9.87K +100 New
ST
450
Smithfield Trust
Pennsylvania
$13K +$8.59K +87 New