We are live on ! Find out more

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
MIM
676
Marco Investment Management
Georgia
$235K +$160K +500 New
SC
677
Scotia Capital
Ontario, Canada
$234K -$306K -957 -66%
CIC
678
Cornercap Investment Counsel
Georgia
$234K +$159K +496 New
APG
679
Abacus Planning Group
South Carolina
$231K +$157K +491 New
VFP
680
Verus Financial Partners
Virginia
$231K +$157K +491 New
CFGS
681
Concourse Financial Group Securities
Alabama
$229K -$9.91K -31 -6%
CFG
682
CKW Financial Group
Hawaii
$229K +$120K +375 +375%
AWM
683
Apollon Wealth Management
South Carolina
$228K +$9.59K +30 +7%
HL
684
HeadInvest LLC
Maine
$228K +$155K +485 New
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$226K -$118K -369 -43%
SW
686
SVB Wealth
Massachusetts
$225K +$153K +479 New
DAM
687
Doheny Asset Management
California
$223K +$152K +475 New
BCWM
688
Blue Chip Wealth Management
Florida
$221K +$150K +470 New
CAM
689
Columbia Asset Management
Michigan
$221K +$150K +470 New
MWM
690
Modera Wealth Management
New Jersey
$220K +$149K +467 New
ECG
691
EPIQ Capital Group
California
$219K +$149K +466 New
GLA
692
Good Life Advisors
Pennsylvania
$219K +$149K +467 New
AWM
693
Atticus Wealth Management
Florida
$217K -$320 -1 -0.2%
QCG
694
Quadrant Capital Group
Ohio
$217K +$16.6K +52 +13%
JIC
695
Johnson Investment Counsel
Ohio
$217K +$148K +462 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
696
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$216K +$101K +317 +222%
IFS
697
Ifrah Financial Services
Arkansas
$215K -$202K -632 -58%
BA
698
Ballew Advisors
Mississippi
$214K +$141K +441 New
GC
699
Gratus Capital
Georgia
$214K +$146K +455 New
EM
700
Excalibur Management
Massachusetts
$212K +$144K +450 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.