510 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 323 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+277
Holders Change %
+118.88%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
323
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
426
Hanson & Doremus Investment Management
Vermont
$22K +$22K +152 New
ADL
427
Asset Dedication LLC
California
$21K +$12.1K +85 +137%
CYG
428
Clean Yield Group
Vermont
$20K +$20K +135 New
SJIM
429
St. Johns Investment Management
Florida
$20K +$20K +140 New
OPS
430
Orion Portfolio Solutions
Nebraska
$18K +$18K +125 New
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$17K
CAGAS
432
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +109 New
AIP
433
Ameritas Investment Partners
Nebraska
$16K +$16K +115 New
FP
434
Financial Perspectives
Minnesota
$15.8K +$15.8K +108 New
AA
435
Advisory Alpha
Michigan
$15.2K +$15.2K +90 New
HCM
436
Highlander Capital Management
New Jersey
$15K
BFC
437
Bedel Financial Consulting
Indiana
$15K +$7.14K +50 +91%
BCH
438
Berkshire Capital Holdings
California
$15K +$15K +100 New
CFB
439
Cullen/Frost Bankers
Texas
$15K +$15K +100 New
LWANC
440
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$15K +100 New
SFSIG
441
San Francisco Sentry Investment Group
California
$15K +$15K +100 New
PFO
442
Pathstone Family Office
New Jersey
$15K +$15K +100 New
CAL
443
Capital Advisors Ltd
Ohio
$15K +$15K +102 New
EWP
444
Engrave Wealth Partners
Texas
$14K +$8.4K +60 +150%
PMFA
445
Plante Moran Financial Advisors
Michigan
$14K +$9.63K +66 +220%
PO
446
Private Ocean
California
$14K +$14K +100 New
ST
447
Smithfield Trust
Pennsylvania
$13K +$13K +87 New
GAM
448
Gemmer Asset Management
California
$13K +$13K +88 New
SBL
449
Sargent Bickham Lagudis
Colorado
$13K +$13K +89 New
PFBT
450
Parkside Financial Bank & Trust
Missouri
$13K +$13K +90 New