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216 hedge funds and large institutions have $2.17B invested in Zoom in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

9% more funds holding

Funds holding: 198216 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $2.21B → $2.17B (-$45.6M)

27.56% less ownership

Funds ownership: 77.57%50.01% (-28%)

31% less call options, than puts

Call options by funds: $214M | Put options by funds: $312M

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
67
Reduced
47
Closed
51
Calls
$214M
Puts
$312M
Net Calls
-$97.8M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Samlyn Capital
New York
$15.7M +$18.6M +206,093 New
IC
27
Iconiq Capital
California
$15.2M
AAM
28
AO Asset Management
New York
$15.2M +$18M +200,000 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$15.2M +$1.55M +17,194 +9%
Bessemer Group
30
Bessemer Group
New Jersey
$13.6M -$895K -9,933 -5%
First Trust Advisors
31
First Trust Advisors
Illinois
$13.6M +$16M +177,993 New
CMG
32
Cavalry Management Group
California
$13.5M -$158K -1,754 -1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$12.6M -$2.58M -28,696 -15%
Northern Trust
34
Northern Trust
Illinois
$12.3M +$1.2M +13,348 +9%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$11.9M +$13.3M +148,058 +1,980%
ZP
36
Zimmer Partners
New York
$11.6M
Bank of America
37
Bank of America
North Carolina
$11.2M +$10.4M +115,607 +362%
American Century Companies
38
American Century Companies
Missouri
$9.58M -$198K -2,197 -2%
SC
39
Sculptor Capital
New York
$9.09M -$63.1K -700 -0.6%
GCM
40
Gladstone Capital Management
United Kingdom
$8.86M +$10.5M +116,325 New
VEPM
41
Vista Equity Partners Management
California
$8.03M -$2.18M -24,199 -19%
Citadel Advisors
42
Citadel Advisors
Florida
$7.8M -$23.8M -263,863 -72%
MGM
43
Miura Global Management
New York
$7.62M -$2.25M -25,000 -20%
Charles Schwab
44
Charles Schwab
California
$7.55M +$782K +8,682 +10%
AI
45
Atom Investors
Texas
$7.44M +$7.37M +81,782 +516%
RJA
46
Raymond James & Associates
Florida
$7.42M +$5.92M +65,687 +207%
JG
47
Jefferies Group
New York
$5.72M +$6.76M +75,100 New
Wells Fargo
48
Wells Fargo
California
$5.3M -$16.3M -180,900 -72%
GGHC
49
Gilder Gagnon Howe & Co
New York
$4.91M +$74.7K +829 +1%
DFO
50
Duquesne Family Office
New York
$4.7M +$5.56M +61,700 New

ZM Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2019, worth a combined $2.17B — down 2.1% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ZM positions and 51 closed out — a net gain of 19 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Artisan Partners, adding an estimated $185M. The largest seller was Telemark Asset Management, exiting entirely with an estimated $31.1M sold.

  • 216 institutional investors held Zoom (ZM) as of Q3 2019, up from 198 in Q2 2019.
  • Funds reported $2.17B of Zoom stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 70 funds opened new Zoom positions in Q3 2019 and 51 closed out, a net change of +19 holders.
  • The largest Zoom buyer in Q3 2019 was Artisan Partners, an estimated $185M added.
  • The largest Zoom seller in Q3 2019 was Telemark Asset Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2019.