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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
BDF
501
Balasa Dinverno & Foltz
$647K +$10.7K +24 +1%
UR
502
USCA RIA
Texas
$641K -$308K -690 -27%
LWAC
503
Laurel Wealth Advisors (California)
California
$640K +$242K +542 +40%
1W
504
1776 Wealth
Georgia
$633K +$446K +1,000 +114%
CI
505
Cavalier Investments
Georgia
$628K +$207K +465 +33%
MAFM
506
Mid Atlantic Financial Management
Pennsylvania
$623K -$706K -1,584 -46%
MMG
507
Monetary Management Group
Missouri
$620K +$276K +618 +51%
NFG
508
Nations Financial Group
Iowa
$615K -$39.7K -89 -5%
FQ
509
First Quadrant
California
$606K +$801K +1,797 New
F
510
F3Logic
Minnesota
$597K +$43.7K +98 +6%
RPC
511
Rossmore Private Capital
Connecticut
$587K +$504K +1,130 +185%
SBIA
512
Sheaff Brock Investment Advisors
Indiana
$585K -$203K -456 -21%
BCA
513
Bay Colony Advisors
Massachusetts
$584K +$87.4K +196 +13%
LC
514
Lindbrook Capital
California
$582K -$31.2K -70 -4%
LFF
515
Level Four Financial
Texas
$579K +$765K +1,716 New
BAM
516
Blueshift Asset Management
New Jersey
$579K +$765K +1,717 New
BPA
517
Beacon Pointe Advisors
California
$569K +$420K +942 +126%
M1FG
518
Mach-1 Financial Group
Arkansas
$568K +$751K +1,685 New
NA
519
NewEdge Advisors
Louisiana
$556K -$1.02M -2,277 -58%
CG
520
Caprock Group
Idaho
$555K +$22.7K +51 +3%
DT
521
Diversified Trust
Tennessee
$552K -$37K -83 -5%
C
522
Certuity
Florida
$550K +$103K +231 +17%
JWCA
523
J.W. Cole Advisors
Florida
$547K -$2.97M -6,669 -80%
CI
524
Cigna Investments
Connecticut
$545K -$25K -56 -3%
MC
525
Moors & Cabot
Massachusetts
$541K -$24.5K -55 -3%

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.