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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
CS
426
Comerica Securities
Michigan
$969K -$121K -378 -15%
BA
427
Birinyi Associates
Connecticut
$964K +$656K +2,050 New
HCM
428
Harvey Capital Management
Florida
$959K +$652K +2,040 New
UCFA
429
United Capital Financial Advisors
Texas
$941K +$119K +371 +23%
HIA
430
Harbor Investment Advisory
Maryland
$940K -$320K -1,000 -33%
NFG
431
Next Financial Group
Texas
$936K -$11.5K -36 -2%
BF
432
BOK Financial
Oklahoma
$925K +$629K +1,968 New
QT
433
Quantamental Technologies
New York
$924K +$629K +1,966 New
CRWM
434
Castle Rock Wealth Management
California
$920K +$117K +367 +26%
BAAM
435
Baker Avenue Asset Management
California
$909K -$158K -495 -20%
QP
436
Quilter Plc
United Kingdom
$904K +$255K +796 +71%
Macquarie Group
437
Macquarie Group
Australia
$900K +$242K +756 +65%
SLAM
438
Swiss Life Asset Management
$900K +$612K +1,914 New
NFG
439
Nations Financial Group
Iowa
$899K -$260K -812 -30%
CC
440
Centiva Capital
New York
$899K -$30.1K -94 -5%
EAM
441
Eagle Asset Management
Florida
$897K +$617K +1,928 New
BL
442
BFSG LLC
California
$893K -$458K -1,431 -43%
BDF
443
Balasa Dinverno & Foltz
$890K +$606K +1,894 New
IAIM
444
International Assets Investment Management
Florida
$888K +$6.4K +20 +1%
FI
445
FormulaFolio Investments
Michigan
$887K +$603K +1,886 New
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$872K +$593K +1,855 New
LCS
447
Levin Capital Strategies
New York
$866K +$109K +342 +23%
CAN
448
Claraphi Advisory Network
United States
$853K +$272K +851 +88%
GWM
449
Geneos Wealth Management
Colorado
$852K +$57.9K +181 +12%
S
450
Seeyond
France
$846K -$276K -863 -32%

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.