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886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
476
Houlihan Financial Resource Group
Virginia
$727K +$563K +1,760 New
BCA
477
Bay Colony Advisors
Massachusetts
$721K +$226K +706 +85%
SC
478
Sepio Capital
Utah
$675K -$1.55M -4,839 -77%
PHK
479
Point72 Hong Kong
Hong Kong
$669K +$455K +1,424 New
FMWA
480
Forvis Mazars Wealth Advisors
Missouri
$666K -$50.5K -158 -10%
N
481
Natixis
France
$659K +$448K +1,402 New
C
482
Certuity
Florida
$658K +$27.2K +85 +6%
PF
483
Phoenix Financial
Israel
$658K +$136K +424 +39%
SCM
484
Stamina Capital Management
New York
$658K +$448K +1,400 New
CI
485
Cavalier Investments
Georgia
$656K -$403K -1,261 -47%
OIA
486
OneDigital Investment Advisors
Kansas
$654K -$156K -489 -26%
KA
487
Kovack Advisors
Florida
$652K +$153K +478 +53%
QC
488
QCM Cayman
Texas
$645K +$87.3K +273 +25%
Thrivent Financial for Lutherans
489
Thrivent Financial for Lutherans
Minnesota
$645K +$439K +1,372 New
HPC
490
HM Payson & Co
Maine
$642K +$149K +465 +52%
DWM
491
Dakota Wealth Management
Florida
$640K +$435K +1,361 New
LWAC
492
Laurel Wealth Advisors (California)
California
$637K -$5.12K -16 -1%
PIA
493
Perennial Investment Advisors
California
$636K +$432K +1,352 New
Lido Advisors
494
Lido Advisors
California
$629K -$486K -1,520 -53%
SWA
495
Stratos Wealth Advisors
Ohio
$628K -$11.2K -35 -3%
VI
496
Versor Investments
New York
$628K +$427K +1,336 New
VA
497
Valmark Advisers
Ohio
$626K +$28.5K +89 +7%
CC
498
Cannell & Co
New York
$623K -$280K -875 -40%
PGWM
499
Parisi Gray Wealth Management
New Jersey
$622K +$144K +451 +52%
EWA
500
Exencial Wealth Advisors
Oklahoma
$619K +$421K +1,317 New

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.