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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
SFG
576
Sowa Financial Group
Rhode Island
$414K +$22.3K +50 +4%
TAM
577
Tucker Asset Management
Colorado
$402K +$531K +1,192 New
MS
578
Maven Securities
Jersey
$397K +$500K +1,122 New
LFAS
579
Level Four Advisory Services
Texas
$394K +$40.1K +90 +8%
OTPPB
580
Ontario Teachers' Pension Plan Board
Ontario, Canada
$392K +$518K +1,161 New
FNBT
581
FineMark National Bank & Trust
Florida
$391K +$95.9K +215 +23%
HPC
582
HM Payson & Co
Maine
$387K -$97.6K -219 -16%
PF
583
Phoenix Financial
Israel
$385K -$180K -403 -27%
TCM
584
Tuttle Capital Management
Connecticut
$374K +$494K +1,108 New
CAN
585
Claraphi Advisory Network
United States
$371K -$320K -717 -40%
QC
586
QCM Cayman
Texas
$371K -$122K -273 -20%
CCM
587
Cribstone Capital Management
Maine
$371K +$446K +1,000 +1,000%
MMA
588
Miracle Mile Advisors
California
$365K -$80.3K -180 -14%
NFC
589
Northeast Financial Consultants
Connecticut
$362K +$41K +92 +9%
WWM
590
Western Wealth Management
Colorado
$360K -$20.5K -46 -4%
AWA
591
Arkadios Wealth Advisors
Georgia
$358K +$250K +560 +112%
PCA
592
Personal Capital Advisors
California
$356K +$60.2K +135 +15%
HH
593
Hilltop Holdings
Texas
$356K +$82.9K +186 +21%
HFM
594
Harvest Fund Management
China
$352K -$610K -1,368 -57%
BF
595
BOK Financial
Oklahoma
$351K -$413K -927 -47%
TC
596
Truvestments Capital
Florida
$350K +$41K +92 +10%
CFGS
597
Concourse Financial Group Securities
Alabama
$347K +$242K +542 +111%
HFAS
598
Hummer Financial Advisory Services
Illinois
$341K
KC
599
KCL Capital
New York
$340K +$449K +1,008 New
AAM
600
Azzad Asset Management
Virginia
$338K +$100K +225 +29%

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.