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886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Calton & Associates
Florida
$262K -$136K -426 -43%
9WM
652
9258 Wealth Management
Ohio
$262K +$182K +569 New
HNB
653
Huntington National Bank
Ohio
$259K -$64K -200 -27%
CWM
654
Cordatus Wealth Management
Pennsylvania
$259K +$176K +550 New
MFG
655
Menard Financial Group
Texas
$257K +$175K +546 New
RIA
656
Realta Investment Advisors
Delaware
$256K +$174K +545 New
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$173K +542 New
MGIA
658
Moneta Group Investment Advisors
Missouri
$253K +$172K +538 New
SS
659
Sunbelt Securities
Texas
$250K +$155K +486 New
RWB
660
RMR Wealth Builders
New Jersey
$250K +$170K +532 New
ECM
661
Evergreen Capital Management
Washington
$249K +$169K +529 New
CBT
662
Central Bank & Trust
Kentucky
$248K +$169K +527 New
RFC
663
Regions Financial Corp
Alabama
$246K -$121K -378 -42%
CAAS
664
Capital Asset Advisory Services
Michigan
$246K +$167K +523 New
HWM
665
HighMark Wealth Management
Minnesota
$245K
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$245K +$166K +520 New
CG
667
Colony Group
Massachusetts
$244K +$166K +520 New
SAM
668
Secure Asset Management
Michigan
$244K +$166K +520 New
BIM
669
Bogle Investment Management
Massachusetts
$239K -$471K -1,474 -74%
DI
670
Diligent Investors
California
$237K +$161K +505 New
FRA
671
Front Row Advisors
California
$236K +$152K +476 +1,904%
DC
672
Davenport & Co
Virginia
$236K +$161K +502 New
GC
673
Gruss & Co
Florida
$235K -$803K -2,510 -83%
SC
674
Sawyer & Company
Massachusetts
$235K -$320K -1,000 -67%
HAIM
675
Hunter Associates Investment Management
Pennsylvania
$235K +$160K +500 New

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.