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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$27.4M +$6.17M +89,679 +29%
AAMU
27
Amundi Asset Management US
Massachusetts
$24.5M +$7.65M +111,102 +45%
Bank of America
28
Bank of America
North Carolina
$24.4M +$14.5M +210,878 +143%
SM
29
SCGE Management
California
$23.8M – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$23.8M +$298K +4,325 +1%
Citadel Advisors
31
Citadel Advisors
Florida
$22.7M +$16M +231,912 +227%
HCM
32
Hitchwood Capital Management
New York
$22.5M +$22.7M +330,000 New
VEPM
33
Vista Equity Partners Management
California
$20.6M +$13.6M +197,897 +188%
TCMNY
34
Thrive Capital Management (New York)
New York
$20.4M – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$18.6M +$7.46M +108,408 +66%
Wells Fargo
36
Wells Fargo
California
$17.9M +$13.3M +193,150 +278%
SC
37
Strategy Capital
California
$17.4M +$3.38M +49,126 +24%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$15.7M +$2.16M +31,438 +16%
GCM
39
Glynn Capital Management
California
$15.6M – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$15.3M +$3.2M +46,526 +26%
American Century Companies
41
American Century Companies
Missouri
$14.3M +$5.78M +83,994 +67%
CS
42
Credit Suisse
Switzerland
$11.3M +$9.94M +144,455 +655%
Northern Trust
43
Northern Trust
Illinois
$11.2M +$198K +2,884 +2%
Holocene Advisors
44
Holocene Advisors
New York
$11.1M +$11.2M +162,802 New
DKCM
45
Davidson Kempner Capital Management
New York
$10.9M +$11M +160,000 New
AAM
46
AO Asset Management
New York
$10.5M -$3.14M -45,600 -23%
Bessemer Group
47
Bessemer Group
New Jersey
$9.31M -$2.89M -41,969 -23%
HLA
48
Hamilton Lane Advisors
Pennsylvania
$9.2M +$9.31M +135,264 New
BPA
49
Beacon Pointe Advisors
California
$7.94M +$8.03M +116,664 New
JP Morgan Chase
50
JP Morgan Chase
New York
$7.85M +$3.92M +56,948 +98%
1
2
3 4 5

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.