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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
426
Maryland State Retirement & Pension System
Maryland
$1.06M +$1.23M +2,769 New
GW
427
GW & Wade
Massachusetts
$1.05M +$136K +306 +11%
WAM
428
World Asset Management
Michigan
$1.05M +$40.6K +91 +3%
Nisa Investment Advisors
429
Nisa Investment Advisors
Missouri
$1.05M -$4.81M -10,785 -78%
KOCAA
430
Knights of Columbus Asset Advisors
Connecticut
$1.03M +$1.37M +3,069 New
YIH
431
Y-Intercept (HK)
Hong Kong
$1.03M +$1.3M +2,913 New
BCV
432
Banque Cantonale Vaudoise
Switzerland
$1.02M +$571K +1,281 +73%
SV
433
Sturgeon Ventures
United Kingdom
$1.01M +$1.34M +3,010 New
ACP
434
Aviance Capital Partners
Florida
$1.01M -$3.12M -7,000 -70%
CIA
435
Capital Impact Advisors
Massachusetts
$1.01M
SIM
436
Spark Investment Management
New York
$1.01M +$1.34M +3,000 New
GAM
437
Gotham Asset Management
New York
$1.01M +$300K +672 +29%
PWM
438
Perigon Wealth Management
California
$996K -$135K -303 -9%
ODIJL
439
One Day In July LLC
Vermont
$992K
JSL
440
JT Stratford LLC
Georgia
$990K -$47.3K -106 -3%
BA
441
Bristlecone Advisors
Washington
$981K +$209K +469 +19%
NFSG
442
Newbridge Financial Services Group
Florida
$965K +$1.18M +2,654 +1,288%
BA
443
Bellwether Advisors
Nebraska
$965K +$1.28M +2,861 New
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$956K +$323K +725 +34%
LWM
445
Laidlaw Wealth Management
New York
$943K +$1.25M +2,795 New
FI
446
FormulaFolio Investments
Michigan
$940K +$402K +901 +48%
WWM
447
WT Wealth Management
Arizona
$936K +$183K +411 +17%
NFG
448
Next Financial Group
Texas
$926K +$335K +752 +38%
DF
449
Donoghue Forlines
Massachusetts
$924K -$334K -749 -21%
TSS
450
Two Sigma Securities
New York
$922K +$1.22M +2,734 New

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.