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872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
476
Marshall Wace
United Kingdom
$567K -$10.3M -30,633 -93%
TSS
477
Two Sigma Securities
New York
$567K +$306K +908 +72%
KeyBank National Association
478
KeyBank National Association
Ohio
$561K +$228K +675 +46%
EAM
479
Eagle Asset Management
Florida
$558K -$15.5K -46 -2%
FA
480
FDx Advisors
Illinois
$553K +$216K +642 +44%
JF
481
Jump Financial
Illinois
$549K +$708K +2,100 New
Cerity Partners
482
Cerity Partners
New York
$547K +$40.5K +120 +6%
OCAM
483
Onex Canada Asset Management
Ontario, Canada
$545K +$562K +1,666 New
QP
484
Quilter Plc
United Kingdom
$544K +$18.9K +56 +3%
MCC
485
Malaga Cove Capital
California
$542K +$243K +721 +53%
BAM
486
Belpointe Asset Management
Nevada
$530K -$53.3K -158 -7%
EMG
487
ETF Managers Group
New Jersey
$524K +$58.7K +174 +9%
MTIM
488
Marathon Trading Investment Management
Pennsylvania
$523K +$674K +2,000 New
LC
489
Lindbrook Capital
California
$519K -$10.5K -31 -2%
NFSG
490
Newbridge Financial Services Group
Florida
$516K +$66.1K +196 +11%
SV
491
Sturgeon Ventures
United Kingdom
$515K -$470K -1,395 -41%
S
492
SignatureFD
Georgia
$512K -$130K -385 -16%
VFA
493
Valeo Financial Advisors
Indiana
$511K +$31K +92 +5%
UCFA
494
United Capital Financial Advisors
Texas
$509K -$983K -2,917 -60%
YWP
495
YorkBridge Wealth Partners
New York
$507K +$1.01K +3 +0.2%
KWM
496
Kingsview Wealth Management
Oregon
$505K -$261K -775 -29%
FFA
497
First Foundation Advisors
California
$503K +$1.01K +3 +0.2%
MGIA
498
Moneta Group Investment Advisors
Missouri
$500K +$340K +1,008 +112%
JAM
499
Jupiter Asset Management
United Kingdom
$490K +$632K +1,873 New
CCM
500
Coldstream Capital Management
Washington
$485K +$118K +350 +51%

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.