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872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
426
Prudential plc
United Kingdom
$815K +$161K +478 +18%
QT
427
Quantamental Technologies
New York
$814K +$559K +1,658 +114%
HIS
428
Harvest Investment Services
Illinois
$813K +$20.2K +60 +2%
UMC
429
United Maritime Capital
New York
$813K +$1.05M +3,110 New
BA
430
Bristlecone Advisors
Washington
$812K -$29.3K -87 -3%
BC
431
Belmont Capital
California
$812K +$607K +1,800 +138%
WAM
432
World Asset Management
Michigan
$805K -$110K -326 -10%
RA
433
Rational Advisors
New York
$803K +$329K +975 +47%
CAM
434
CenterStar Asset Management
Illinois
$802K
GPCM
435
Granite Point Capital Management
Massachusetts
$785K -$1.01M -3,000 -50%
ACP
436
Aviance Capital Partners
Florida
$785K
Connor, Clark & Lunn Investment Management (CC&L)
437
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$782K -$12.9M -38,208 -93%
BCM
438
Brookstone Capital Management
Illinois
$776K -$71.1K -211 -7%
1W
439
1776 Wealth
Georgia
$774K -$6.07K -18 -0.6%
JCM
440
Jag Capital Management
Missouri
$765K +$708K +2,100 +254%
AAS
441
Avantax Advisory Services
Texas
$764K -$73.8K -219 -7%
CCM
442
Conway Capital Management
California
$764K -$70.8K -210 -7%
ODIJL
443
One Day In July LLC
Vermont
$760K
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$753K -$5.39K -16 -0.6%
AFA
445
Abacus FCF Advisors
Florida
$715K
OA
446
Oxbow Advisors
Texas
$708K +$261K +775 +40%
DAS
447
Dynamic Advisor Solutions
Arizona
$691K +$74.2K +220 +9%
CA
448
Cetera Advisors
Colorado
$690K +$64.7K +192 +8%
PWM
449
Perigon Wealth Management
California
$685K +$23.6K +70 +3%
DBG
450
De Burlo Group
Massachusetts
$680K -$33.7K -100 -4%

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.