ZM icon

Zoom
ZM

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 %
EI
576
Ethic Inc
New York
$369K +$369K +1,149 New
PA
577
Paragon Advisors
Texas
$368K -$376K -1,170 -51%
WWM
578
Western Wealth Management
Colorado
$362K +$19.6K +61 +6%
NA
579
NewEdge Advisors
Louisiana
$361K -$169K -525 -32%
PA
580
PFG Advisors
Arizona
$361K +$87.4K +272 +32%
SWP
581
Strategic Wealth Partners
Ohio
$358K +$358K +1,115 New
Capstone Investment Advisors
582
Capstone Investment Advisors
New York
$354K +$354K +1,102 New
CCM
583
Cribstone Capital Management
Maine
$353K – – –
JSL
584
JT Stratford LLC
Georgia
$351K -$592K -1,843 -63%
MMA
585
Miracle Mile Advisors
California
$348K – – –
GI
586
Gradient Investments
Minnesota
$346K +$152K +475 +79%
BAM
587
Beaumont Asset Management
Texas
$344K +$22.1K +69 +7%
CPC
588
Congress Park Capital
New York
$344K +$344K +1,070 New
BAIA
589
Bel Air Investment Advisors
California
$344K +$344K +1,071 New
NFC
590
Northeast Financial Consultants
Connecticut
$343K -$1.28K -4 -0.4%
HH
591
Hilltop Holdings
Texas
$342K +$2.9K +9 +0.9%
SS
592
Simplicity Solutions
Minnesota
$340K -$1.38M -4,298 -80%
PGWM
593
Parisi Gray Wealth Management
New Jersey
$331K -$158K -493 -32%
SCA
594
Spearhead Capital Advisors
Florida
$331K +$331K +1,030 New
JCM
595
Jacobi Capital Management
Pennsylvania
$326K -$325K -1,012 -50%
HFAS
596
Hummer Financial Advisory Services
Illinois
$325K – – –
NAM
597
NorthCoast Asset Management
Connecticut
$321K +$6.11K +19 +2%
LSA
598
L & S Advisors
California
$321K +$321K +1,000 New
GWSG
599
GPS Wealth Strategies Group
Colorado
$320K +$69.8K +218 +28%
ICP
600
Interchange Capital Partners
Pennsylvania
$320K +$279K +680 +680%
22 23
24
25 26