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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.88B
2
AIM
ARK Investment Management
Florida
+$658M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$481M
4
Tiger Global Management
Tiger Global Management
New York
+$323M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$262M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$598M
2
Coatue Management
Coatue Management
New York
-$430M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$361M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$354M
5
HA
HHLR Advisors
Cayman Islands
-$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
476
Oxbow Advisors
Texas
$675K +$675K +2,100 New
AIL
477
AGF Investments LLC
Ontario, Canada
$662K -$81.7K -254 -11%
EFM
478
E Fund Management
China
$661K +$661K +2,057 New
FC
479
FORA Capital
Florida
$654K -$9.91M -30,851 -94%
SSCA
480
South Shore Capital Advisors
Massachusetts
$650K -$369K -1,150 -36%
PFO
481
Pathstone Family Office
New Jersey
$648K +$646K +2,010 +33,500%
NIA
482
NIA Impact Advisors
California
$645K +$146K +454 +29%
NB
483
Norinchukin Bank
Japan
$639K +$215K +671 +51%
DT
484
Diversified Trust
Tennessee
$637K +$112K +348 +21%
YWP
485
YorkBridge Wealth Partners
New York
$621K +$621K +1,932 New
MS
486
Mizuho Securities
Japan
$618K +$615K +1,916 +23,950%
SBIA
487
Sheaff Brock Investment Advisors
Indiana
$615K +$58.4K +182 +10%
VFA
488
Valeo Financial Advisors
Indiana
$610K -$22.8K -71 -4%
NFSG
489
Newbridge Financial Services Group
Florida
$604K -$315K -981 -34%
MAFM
490
Mid Atlantic Financial Management
Pennsylvania
$603K +$9.96K +31 +2%
FFA
491
First Foundation Advisors
California
$603K +$117K +363 +24%
UR
492
USCA RIA
Texas
$601K -$9.64K -30 -2%
CI
493
Cavalier Investments
Georgia
$598K – – –
Lido Advisors
494
Lido Advisors
California
$597K -$261K -811 -30%
B
495
Barings
North Carolina
$596K -$37.6K -117 -6%
HFP
496
Holistic Financial Partners
Indiana
$590K +$279K +868 +90%
MMG
497
Monetary Management Group
Missouri
$582K -$8.03K -25 -1%
AC
498
Apogem Capital
New York
$582K +$582K +1,813 New
LC
499
Lindbrook Capital
California
$577K +$22.5K +70 +4%
LMAM
500
Legg Mason Asset Management
Japan
$576K -$128K -397 -18%
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