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872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
651
HM Payson & Co
Maine
$192K -$23.6K -70 -9%
BFEC
652
Benjamin F. Edwards & Company
Missouri
$191K +$164K +487 +199%
CFGS
653
Concourse Financial Group Securities
Alabama
$189K +$35.7K +106 +17%
PCM
654
Penserra Capital Management
California
$187K +$23.9K +71 +11%
IA
655
IFP Advisors
Florida
$186K +$71.5K +212 +44%
Federated Hermes
656
Federated Hermes
Pennsylvania
$184K -$5.39K -16 -2%
EDRH
657
Edmond de Rothschild Holding
Switzerland
$179K +$205K +607 +809%
RE
658
RBC Europe
United Kingdom
$167K -$9.78K -29 -4%
NIMI
659
Natixis Investment Managers International
France
$164K +$160K +474 +304%
CCM
660
Cribstone Capital Management
Maine
$157K
MAM
661
McCarthy Asset Management
California
$155K
AF
662
Advisornet Financial
Minnesota
$153K +$143K +423 +261%
QCG
663
Quadrant Capital Group
Ohio
$149K -$45.2K -134 -19%
MIFH
664
Migdal Insurance & Financial Holdings
Israel
$149K
BCA
665
Berman Capital Advisors
Georgia
$141K -$65.4K -194 -26%
HWM
666
HighMark Wealth Management
Minnesota
$137K
TFGT
667
TS Financial Group (TSFG)
Illinois
$133K +$8.43K +25 +5%
SC
668
Sawyer & Company
Massachusetts
$131K
SC
669
Shay Capital
New York
$131K +$169K +500 New
CFG
670
CKW Financial Group
Hawaii
$127K
HFM
671
Harvest Fund Management
China
$122K -$134K -398 -46%
CTC
672
Central Trust Company
Missouri
$118K -$33.7K -100 -18%
CAL
673
Capital Analysts LLC
Pennsylvania
$113K
SGAM
674
Smith Group Asset Management
Texas
$112K
MTCM
675
Mint Tower Capital Management
Netherlands
$112K +$145K +429 New

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.