ZM icon

Zoom
ZM

Overview Fund Activity

867 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, 349 increasing their positions, 261 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-71
Holders Change %
-7.57%
% of All Funds
15.23%
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
349
Reduced
261
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$688M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$647M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$308M
5
AIM
ARK Investment Management
Florida
+$196M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$430M
2
HA
HHLR Advisors
Cayman Islands
-$398M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Artisan Partners
Artisan Partners
Wisconsin
-$279M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
501
Azzad Asset Management
Virginia
$472K +$67.5K +258 +17%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$471K -$19.3K -74 -4%
SWA
503
Stratos Wealth Advisors
Ohio
$470K -$3.66K -14 -0.8%
FQ
504
First Quadrant
California
$469K +$469K +1,793 New
MMG
505
Monetary Management Group
Missouri
$468K – – –
NFG
506
Nations Financial Group
Iowa
$464K -$1.34M -5,117 -74%
C
507
Certuity
Florida
$462K -$7.32K -28 -2%
BO
508
BRR OpCo
Ohio
$455K +$10.5K +40 +2%
LMAM
509
Legg Mason Asset Management
Japan
$454K +$24K +92 +6%
HSA
510
HBK Sorce Advisory
Pennsylvania
$452K -$12K -46 -3%
NFG
511
Next Financial Group
Texas
$450K -$68K -260 -13%
SS
512
Simplicity Solutions
Minnesota
$445K +$120K +460 +37%
BMCM
513
Burns Matteson Capital Management
New York
$442K +$442K +1,692 New
HI
514
Harbour Investments
Wisconsin
$442K -$32.7K -125 -7%
MIM
515
Moseley Investment Management
Florida
$438K +$66.3K +248 +18%
WP
516
WealthShield Partners
North Carolina
$435K +$338K +1,292 +346%
BJL
517
Brighton Jones LLC
Washington
$433K +$186K +712 +76%
GIA
518
Gladstone Institutional Advisory
Florida
$432K -$147K -563 -25%
KPWS
519
Kestra Private Wealth Services
Texas
$432K -$91K -348 -17%
CG
520
Caprock Group
Idaho
$431K +$28K +107 +7%
DT
521
Diversified Trust
Tennessee
$429K +$81.4K +311 +23%
MIC
522
Means Investment Company
Maine
$426K -$24.3K -93 -5%
VPIM
523
Vanguard Personalized Indexing Management
California
$423K +$3.66K +14 +0.9%
CF
524
Centaurus Financial
California
$423K +$27.4K +105 +7%
FIA
525
Foundations Investment Advisors
Arizona
$421K +$421K +1,636 New
19 20
21
22 23