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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
ADIM
526
Alpha DNA Investment Management
Maryland
$538K +$711K +1,595 New
Brown Advisory
527
Brown Advisory
Maryland
$535K +$8.92K +20 +1%
NIA
528
NIA Impact Advisors
California
$532K +$692K +1,553 New
RE
529
RBC Europe
United Kingdom
$529K -$967K -2,168 -58%
QP
530
Quilter Plc
United Kingdom
$524K -$166K -373 -19%
RG
531
Rathbones Group
United Kingdom
$518K -$329K -738 -32%
IWA
532
Intercontinental Wealth Advisors
Texas
$517K -$21.4K -48 -3%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$514K +$89.2K +200 +15%
SWA
534
Stratos Wealth Advisors
Ohio
$513K +$82K +184 +14%
GWM
535
Geneos Wealth Management
Colorado
$512K +$302K +678 +39%
FFA
536
First Foundation Advisors
California
$510K +$675K +1,513 New
BAAM
537
Baker Avenue Asset Management
California
$509K -$189K -425 -22%
MA
538
Montag & Associates
Georgia
$506K +$669K +1,500 New
PA
539
Procyon Advisors
Connecticut
$500K -$76.2K -171 -10%
WMP
540
Wealth Management Partners
Arizona
$496K +$591K +1,326 New
ETC
541
Exchange Traded Concepts
Oklahoma
$490K -$300K -674 -32%
AWE
542
Avidian Wealth Enterprises
Texas
$490K +$648K +1,453 New
MCM
543
Manchester Capital Management
Vermont
$484K -$59.3K -133 -8%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$477K +$538K +1,207 +580%
RCAG
545
Rehmann Capital Advisory Group
Michigan
$474K -$133K -299 -26%
ZIM
546
Zacks Investment Management
Illinois
$464K -$1.89M -4,250 -76%
EIM
547
Essex Investment Management
Massachusetts
$464K -$76.7K -172 -11%
WSC
548
White Square Capital
United Kingdom
$463K +$613K +1,374 New
SAS
549
Sanford Advisory Services
Michigan
$458K +$606K +1,360 New
BWP
550
Baldwin Wealth Partners
Massachusetts
$456K +$82.9K +186 +16%

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.