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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
CAGAS
651
Capital Advisory Group Advisory Services
Minnesota
$272K -$202K -452 -36%
AFP
652
Ausdal Financial Partners
Iowa
$272K -$90.5K -203 -20%
AA
653
AQR Arbitrage
Connecticut
$270K +$356K +799 New
EPM
654
Equitec Proprietary Markets
Illinois
$270K +$357K +800 New
SAF
655
Smith Anglin Financial
Texas
$264K +$350K +784 New
GWSG
656
GPS Wealth Strategies Group
Colorado
$263K +$50.8K +114 +17%
TCM
657
Traynor Capital Management
Pennsylvania
$261K +$96.7K +217 +39%
HS
658
Haafor (Singapore)
Singapore
$259K +$25K +56 +8%
CA
659
Calton & Associates
Florida
$259K +$93.6K +210 +38%
BFWA
660
Benchmark Financial Wealth Advisors
Florida
$256K
CCFM
661
Clear Creek Financial Management
Washington
$255K +$337K +757 New
WA
662
WESPAC Advisors
California
$254K +$335K +752 New
CCP
663
Cardan Capital Partners
Colorado
$253K -$156K -350 -32%
QI
664
Qtron Investments
Massachusetts
$253K +$133K +299 +66%
OPWM
665
Oxinas Partners Wealth Management
Indiana
$253K +$334K +750 New
BSW
666
Buckingham Strategic Wealth
Missouri
$252K +$72.2K +162 +28%
IAN
667
Integrated Advisors Network
Texas
$251K -$95K -213 -22%
ISL
668
Ingalls & Snyder LLC
New York
$250K -$111K -250 -25%
DACG
669
Donor Advised Charitable Giving
California
$250K
Fisher Asset Management
670
Fisher Asset Management
Washington
$250K +$8.03K +18 +2%
BFC
671
Blue Fin Capital
Rhode Island
$248K
CFS
672
CRA Financial Services
New Jersey
$246K +$325K +730 New
MFG
673
Menard Financial Group
Texas
$245K +$80.3K +180 +33%
APW
674
Austin Private Wealth
Texas
$239K +$317K +710 New
VPIM
675
Vanguard Personalized Indexing Management
California
$237K +$313K +703 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.