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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.88B
2
AIM
ARK Investment Management
Florida
+$658M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$481M
4
Tiger Global Management
Tiger Global Management
New York
+$323M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$262M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$598M
2
Coatue Management
Coatue Management
New York
-$430M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$361M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$354M
5
HA
HHLR Advisors
Cayman Islands
-$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
451
Element Pointe Advisors
Florida
$803K +$803K +2,501 New
BC
452
Bridgefront Capital
Texas
$799K +$799K +2,488 New
AWA
453
Alta Wealth Advisors
Massachusetts
$777K +$13.8K +43 +2%
RA
454
Rational Advisors
New York
$771K -$528K -1,645 -41%
DSAM
455
Dock Street Asset Management
Florida
$765K – – –
RHBC
456
R.H. Bluestein & Co
Michigan
$760K – – –
GWM
457
Geneos Wealth Management
Colorado
$755K -$9.9K -31 -1%
TSS
458
Two Sigma Securities
New York
$751K -$127K -396 -14%
CRWM
459
Castle Rock Wealth Management
California
$749K +$161K +489 +27%
GT
460
Greenleaf Trust
Michigan
$748K -$4.5K -14 -0.6%
BG
461
Benedetti & Gucer
Georgia
$747K +$747K +2,327 New
KA
462
Kercheville Advisors
Texas
$744K -$1.61K -5 -0.2%
PWA
463
Phoenix Wealth Advisors
North Carolina
$735K +$735K +2,254 New
Credit Agricole
464
Credit Agricole
France
$733K -$3.59M -11,177 -83%
CCM
465
Conway Capital Management
California
$733K -$81.9K -255 -10%
BCA
466
Biltmore Capital Advisors
New Jersey
$731K +$731K +2,275 New
DAS
467
Dynamic Advisor Solutions
Arizona
$725K -$95.1K -296 -12%
NFG
468
Next Financial Group
Texas
$719K -$163K -506 -18%
SM
469
Sciencast Management
New Jersey
$718K -$840K -2,553 -54%
HI
470
Harbour Investments
Wisconsin
$701K +$701K +2,183 New
MA
471
Mutual Advisors
Nebraska
$696K +$42.1K +131 +6%
NERM
472
New England Research & Management
Illinois
$691K +$691K +2,150 New
VFA
473
Voya Financial Advisors
Connecticut
$685K +$50.1K +160 +8%
EAM
474
Eagle Asset Management
Florida
$685K +$685K +2,101 New
ECM
475
ExodusPoint Capital Management
New York
$683K -$1.97M -6,123 -74%
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