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513 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 326 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 42

175% more capital invested

Capital invested by funds: $4.26B → $11.7B (+$7.46B)

120% more funds holding

Funds holding: 233513 (+280)

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

73% more funds holding in top 10

Funds holding in top 10: 1526 (+11)

34% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $894M

7.72% more ownership

Funds ownership: 55.97%63.69% (+7.7%)

Holders
513
Holders Change
+280
Holders Change %
+120.17%
% of All Funds
11.3%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
326
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$4.93K +50 New
MWM
477
MBE Wealth Management
Wisconsin
$7K +$5.33K +54 New
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$6K +$3.95K +40 New
FCB
479
First Command Bank
Texas
$6K +$3.95K +40 New
FCFS
480
First Command Financial Services
Texas
$6K +$3.95K +40 New
AWM
481
Avior Wealth Management
Nebraska
$5K +$3.45K +35 New
LWCFA
482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$3.45K +35 New
FHA
483
First Horizon Advisors
Tennessee
$5K +$3.95K +40 New
MIM
484
Macroview Investment Management
Maryland
$4K -$1.38K -14 -35%
NPP
485
New Potomac Partners
Maryland
$4K +$2.47K +25 New
PP
486
PrairieView Partners
Minnesota
$4K +$2.47K +25 New
VNA
487
Valley National Advisers
Pennsylvania
$4K +$2.47K +25 New
YAL
488
Your Advocates Ltd
Texas
$4K +$2.47K +25 New
AWM
489
AllSquare Wealth Management
New York
$4K +$2.96K +30 New
FCA
490
FinTrust Capital Advisors
South Carolina
$4K +$2.96K +30 New
JWA
491
JFS Wealth Advisors
Pennsylvania
$4K +$2.96K +30 New
TPWA
492
TRUE Private Wealth Advisors
Oregon
$3K -$4.14K -42 -63%
FRA
493
Front Row Advisors
California
$3K
OFG
494
OmniStar Financial Group
North Carolina
$3K +$1.78K +18 New
BCM
495
Bourgeon Capital Management
Connecticut
$3K +$1.97K +20 New
IWP
496
IAG Wealth Partners
Wisconsin
$3K +$1.97K +20 New
JCM
497
Jacobi Capital Management
Pennsylvania
$3K +$1.97K +20 New
RIA
498
RPG Investment Advisory
California
$3K +$1.97K +20 New
SIS
499
Sound Income Strategies
Florida
$3K +$1.97K +20 New
WEC
500
Winslow Evans & Crocker
Massachusetts
$2K +$789 +8 New