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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 %
CAGAS
551
Capital Advisory Group Advisory Services
Minnesota
$418K +$159K +493 +61%
RCAG
552
Rehmann Capital Advisory Group
Michigan
$418K +$150K +469 +56%
LWAC
553
Laurel Wealth Advisors (California)
California
$417K -$193K -600 -32%
HFM
554
Harvest Fund Management
China
$417K +$81.8K +255 +24%
RE
555
RBC Europe
United Kingdom
$413K -$90.9K -283 -18%
TC
556
Truvestments Capital
Florida
$409K +$75.2K +234 +23%
SAS
557
Sanford Advisory Services
Michigan
$405K -$32.1K -100 -7%
BIAS
558
Beacon Investment Advisory Services
New Jersey
$404K +$404K +1,257 New
TF
559
TLWM Financial
Texas
$402K +$402K +1,241 New
HIM
560
Hillsdale Investment Management
Ontario, Canada
$401K +$401K +1,250 New
MWM
561
Mission Wealth Management
California
$398K -$5.14K -16 -1%
OIA
562
Optimum Investment Advisors
Illinois
$398K +$241K +750 +153%
WF
563
Welch & Forbes
Massachusetts
$396K -$4.18K -13 -1%
AAM
564
Advisors Asset Management
Colorado
$396K +$321K +1,001 +430%
SFG
565
Sowa Financial Group
Rhode Island
$394K – – –
HPC
566
HM Payson & Co
Maine
$391K +$22.5K +70 +6%
PA
567
Pinnacle Associates
New York
$391K +$123K +381 +46%
VFM
568
Vivid Financial Management
California
$389K +$389K +1,212 New
RG
569
Rathbones Group
United Kingdom
$386K -$107K -334 -22%
MS
570
Maven Securities
Jersey
$384K +$21.3K +66 +6%
BJL
571
Brighton Jones LLC
Washington
$383K -$36K -112 -9%
TC
572
TwinBeech Capital
New York
$382K -$2.23M -6,949 -85%
GC
573
GFG Capital
Florida
$380K +$102K +316 +36%
OIM
574
Oder Investment Management
California
$379K +$356K +1,106 +1,515%
LCS
575
Levin Capital Strategies
New York
$376K +$54.4K +169 +17%
21 22
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