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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
BAM
601
Beaumont Asset Management
Texas
$338K +$10.7K +24 +2%
LCS
602
Levin Capital Strategies
New York
$337K -$375K -842 -46%
Primecap Management
603
Primecap Management
California
$337K
GC
604
Gruss & Co
Florida
$337K +$223K +500 +100%
KeyBank National Association
605
KeyBank National Association
Ohio
$336K -$118K -264 -21%
Cerity Partners
606
Cerity Partners
New York
$334K +$8.92K +20 +2%
SIAP
607
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$333K -$535K -1,200 -55%
BDS
608
Banco de Sabadell
Florida
$332K +$426K +955 New
RPWA
609
Regent Peak Wealth Advisors
Georgia
$331K -$8.92K -20 -2%
NAM
610
NorthCoast Asset Management
Connecticut
$331K +$437K +980 New
AWM
611
Avior Wealth Management
Nebraska
$329K -$21K -47 -5%
PJB
612
Paul John Balson
California
$327K -$74K -166 -15%
HFP
613
Holistic Financial Partners
Indiana
$327K +$242K +542 +127%
CFA
614
Carroll Financial Associates
North Carolina
$322K -$68.7K -154 -14%
VCWA
615
Vanguard Capital Wealth Advisors
Colorado
$321K +$406K +910 New
PCM
616
Palisade Capital Management
New Jersey
$320K +$424K +950 New
SA
617
Strategic Advisors
New York
$319K -$16.9K -38 -4%
First Manhattan
618
First Manhattan
New York
$315K
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$314K -$44.6K -100 -10%
SCA
620
STALEY CAPITAL ADVISERS
Pennsylvania
$310K
DA
621
DSC Advisors
Illinois
$307K +$405K +909 New
KM
622
Kalos Management
Georgia
$306K +$2.23K +5 +0.6%
AF
623
Alerus Financial
North Dakota
$304K
CFD
624
Creative Financial Designs
Indiana
$304K +$251K +563 +167%
DZ Bank
625
DZ Bank
Germany
$304K +$401K +900 New

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.