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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
CCP
501
Corient Capital Partners
California
$614K +$39.3K +123 +10%
PFA
502
Pinnacle Family Advisors
Missouri
$602K
MIM
503
Moseley Investment Management
Florida
$601K -$67.8K -212 -14%
MWM
504
Mission Wealth Management
California
$600K +$50.2K +157 +14%
KeyBank National Association
505
KeyBank National Association
Ohio
$593K -$738K -2,307 -65%
MMA
506
Miracle Mile Advisors
California
$593K -$98.5K -308 -20%
GIA
507
Gladstone Institutional Advisory
Florida
$593K +$404K +1,262 New
WP
508
WealthPLAN Partners
Nebraska
$592K -$32K -100 -7%
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$592K +$10.9K +34 +3%
TA
510
Tiedemann Advisors
New York
$588K -$7.67K -24 -2%
CGH
511
Crossmark Global Holdings
Texas
$583K +$3.2K +10 +0.8%
WF
512
Welch & Forbes
Massachusetts
$579K
BJL
513
Brighton Jones LLC
Washington
$576K -$80.9K -253 -17%
MMG
514
Monetary Management Group
Missouri
$574K +$390K +1,220 New
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$565K +$358K +1,121 +1,401%
TYCC
516
Texas Yale Capital Corp
Florida
$564K
SFG
517
Sowa Financial Group
Rhode Island
$553K +$138K +430 +58%
BWP
518
Baldwin Wealth Partners
Massachusetts
$548K
SWMG
519
Strategic Wealth Management Group
Maryland
$547K -$134K -419 -26%
FM
520
Family Management
New York
$535K +$45.4K +142 +14%
PJB
521
Paul John Balson
California
$534K +$14.4K +45 +4%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$534K +$363K +1,135 New
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$531K +$35.5K +111 +11%
WWM
524
Western Wealth Management
Colorado
$523K +$84.1K +263 +31%
IA
525
IFP Advisors
Florida
$522K +$65.6K +205 +22%

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.