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Overview Fund Activity

883 hedge funds and large institutions have $52.7B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 241 funds opening new positions, 304 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+171
Holders Change %
+24.02%
% of All Funds
17.86%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
241
Increased
304
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.19B
2
Norges Bank
2
Norges Bank
Norway
$761M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$773M
4
State Street
4
State Street
Massachusetts
$1.64B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$341M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$1.08B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.47B
3
HA
3
HHLR Advisors
Cayman Islands
$2.36B
4
LPC
4
Lone Pine Capital
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$6.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
501
Mission Wealth Management
California
$600K +$73.8K +157 +14%
KeyBank National Association
502
KeyBank National Association
Ohio
$593K -$1.08M -2,307 -65%
MMA
503
Miracle Mile Advisors
California
$593K -$145K -308 -20%
GIA
504
Gladstone Institutional Advisory
Florida
$593K +$593K +1,262 New
WP
505
WealthPLAN Partners
Nebraska
$592K -$42.9K -100 -7%
CAGAS
506
Capital Advisory Group Advisory Services
Minnesota
$592K +$16K +34 +3%
TA
507
Tiedemann Advisors
New York
$588K -$11.3K -24 -2%
CGH
508
Crossmark Global Holdings
Texas
$583K +$4.7K +10 +0.8%
WF
509
Welch & Forbes
Massachusetts
$579K – – –
BJL
510
Brighton Jones LLC
Washington
$576K -$119K -253 -17%
MMG
511
Monetary Management Group
Missouri
$574K +$574K +1,220 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$565K +$527K +1,121 +1,401%
TYCC
513
Texas Yale Capital Corp
Florida
$564K – – –
SFG
514
Sowa Financial Group
Rhode Island
$553K +$202K +430 +58%
BWP
515
Baldwin Wealth Partners
Massachusetts
$548K – – –
SWMG
516
Strategic Wealth Management Group
Maryland
$547K -$197K -419 -26%
FM
517
Family Management
New York
$535K +$66.8K +142 +14%
PJB
518
Paul John Balson
California
$534K +$21.2K +45 +4%
RCAG
519
Rehmann Capital Advisory Group
Michigan
$534K +$534K +1,135 New
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$531K +$52.2K +111 +11%
WWM
521
Western Wealth Management
Colorado
$523K +$124K +263 +31%
IA
522
IFP Advisors
Florida
$522K +$95.2K +205 +22%
GCP
523
GSA Capital Partners
United Kingdom
$522K +$522K +1,111 New
CFA
524
Carroll Financial Associates
North Carolina
$521K -$235K -500 -31%
MIC
525
Means Investment Company
Maine
$521K +$15K +30 +3%
19 20
21
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