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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 %
BCA
501
Bay Colony Advisors
Massachusetts
$570K +$14.1K +44 +3%
BO
502
BRR OpCo
Ohio
$570K +$570K +1,775 New
NFG
503
Nations Financial Group
Iowa
$566K -$19.6K -61 -3%
BDF
504
Balasa Dinverno & Foltz
$563K -$53.3K -166 -9%
RPC
505
Rossmore Private Capital
Connecticut
$559K – – –
JIC
506
Joel Isaacson & Co
New York
$556K +$122K +380 +28%
SF
507
Synovus Financial
Georgia
$550K +$550K +1,696 New
CG
508
Caprock Group
Idaho
$548K +$18.7K +58 +4%
SW
509
SteelPeak Wealth
California
$539K -$1.52M -4,725 -74%
PAS
510
Park Avenue Securities
New York
$534K +$534K +1,663 New
F
511
F3Logic
Minnesota
$533K -$32K -100 -6%
JWCA
512
J.W. Cole Advisors
Florida
$528K +$7.07K +22 +1%
Brown Advisory
513
Brown Advisory
Maryland
$526K +$16.1K +50 +3%
MIC
514
Means Investment Company
Maine
$521K +$4.18K +13 +0.8%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$516K +$115K +359 +29%
AWE
516
Avidian Wealth Enterprises
Texas
$515K +$48.2K +150 +10%
Cerity Partners
517
Cerity Partners
New York
$514K +$196K +610 +62%
TWM
518
Triton Wealth Management
Arizona
$507K +$507K +1,601 New
WMP
519
Wealth Management Partners
Arizona
$498K +$69.5K +215 +16%
WAS
520
WESPAC Advisors SoCal
California
$496K +$496K +1,545 New
OPW
521
Oxler Private Wealth
New York
$490K +$305K +951 +165%
VPIM
522
Vanguard Personalized Indexing Management
California
$487K +$261K +813 +116%
BAAM
523
Baker Avenue Asset Management
California
$485K – – –
MA
524
Montag & Associates
Georgia
$482K – – –
CFO
525
Colony Family Offices
North Carolina
$479K +$479K +1,490 New
19 20
21
22 23