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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
476
Tower Research Capital (TRC)
New York
$749K -$1.2M -2,702 -55%
LMAM
477
Legg Mason Asset Management
Japan
$739K +$976K +2,190 New
BWL
478
Bogart Wealth LLC
Virginia
$739K +$978K +2,193 New
PFS
479
Prospera Financial Services
Texas
$718K -$421K -945 -31%
BL
480
BFSG LLC
California
$718K +$103K +231 +12%
VFA
481
Voya Financial Advisors
Connecticut
$717K -$84.7K -190 -9%
AAS
482
Avantax Advisory Services
Texas
$711K -$1.77M -3,962 -65%
JCM
483
Jag Capital Management
Missouri
$708K +$936K +2,100 New
CS
484
Comerica Securities
Michigan
$703K +$9.81K +22 +1%
AGM
485
Alpine Global Management
New York
$700K +$926K +2,076 New
MIC
486
Means Investment Company
Maine
$696K +$253K +567 +54%
IFG
487
Independent Financial Group
California
$696K -$845K -1,895 -48%
CRWM
488
Castle Rock Wealth Management
California
$687K
MA
489
Mutual Advisors
Nebraska
$686K -$130K -292 -13%
PFA
490
Pinnacle Family Advisors
Missouri
$686K +$337K +755 +59%
AI
491
Axiom Investors
Connecticut
$685K -$465K -1,042 -34%
JCM
492
Jacobi Capital Management
Pennsylvania
$684K +$899K +2,017 +20,170%
FFN
493
Focus Financial Network
Minnesota
$677K +$117K +262 +15%
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$675K +$39.7K +89 +8%
FMT
495
First Mercantile Trust
Tennessee
$675K +$424K +950 +90%
IAIM
496
International Assets Investment Management
Florida
$667K +$38.8K +87 +5%
B
497
Barings
North Carolina
$665K -$629K -1,410 -42%
VFA
498
Valeo Financial Advisors
Indiana
$664K -$105K -236 -11%
CAPTRUST Financial Advisors
499
CAPTRUST Financial Advisors
North Carolina
$662K +$410K +919 +88%
GIA
500
Gladstone Institutional Advisory
Florida
$651K +$298K +668 +53%

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.