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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
CC
451
Centiva Capital
New York
$918K +$360K +808 +42%
GCP
452
GSA Capital Partners
United Kingdom
$908K +$705K +1,582 +142%
BCM
453
Breiter Capital Management
Florida
$900K -$1.11M -2,495 -48%
Lido Advisors
454
Lido Advisors
California
$899K +$593K +1,329 +99%
KPWS
455
Kestra Private Wealth Services
Texas
$890K -$10.3K -23 -0.9%
HVM
456
Harvest Volatility Management
Connecticut
$881K +$1.16M +2,613 New
GAM
457
Griffin Asset Management
New York
$875K -$1.95M -4,372 -63%
DI
458
DFPG Investments
Utah
$864K +$351K +788 +47%
DAS
459
Dynamic Advisor Solutions
Arizona
$861K +$31.7K +71 +3%
HSA
460
Hussman Strategic Advisors
Maryland
$860K
CCM
461
Conway Capital Management
California
$855K +$1.13M +2,535 New
Mercer Global Advisors
462
Mercer Global Advisors
Colorado
$855K -$990K -2,221 -47%
RA
463
Resolute Advisors
California
$845K +$1.12M +2,505 New
LS
464
Livforsakringsbolaget Skandia
Sweden
$843K +$401K +900 +56%
GIA
465
Gateway Investment Advisers
Ohio
$835K -$5.35K -12 -0.5%
PA
466
Paragon Advisors
Texas
$834K -$321K -720 -24%
TC
467
TownSquare Capital
Utah
$811K +$1.07M +2,405 New
DSAM
468
Dock Street Asset Management
Florida
$803K
AWA
469
Alta Wealth Advisors
Massachusetts
$801K +$1.06M +2,374 New
RHBC
470
R.H. Bluestein & Co
Michigan
$798K -$196K -440 -16%
S
471
Seeyond
France
$795K +$249K +559 +31%
GT
472
Greenleaf Trust
Michigan
$790K -$112K -251 -10%
KA
473
Kercheville Advisors
Texas
$785K +$1.03M +2,320 New
AIL
474
AGF Investments LLC
Ontario, Canada
$780K -$1.04M -2,337 -50%
CA
475
Cetera Advisors
Colorado
$779K -$613K -1,374 -37%

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.