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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
OIA
676
OneDigital Investment Advisors
Kansas
$236K -$308K -691 -50%
FMLI
677
Fukoku Mutual Life Insurance
Japan
$236K
AWM
678
Avondale Wealth Management
Texas
$236K +$268K +600 +600%
WSCM
679
Wellington Shields Capital Management
New York
$236K +$312K +700 New
BA
680
Ballew Advisors
Mississippi
$235K +$114K +256 +58%
CAAS
681
Capital Asset Advisory Services
Michigan
$233K +$74.5K +167 +32%
CCM
682
Coldstream Capital Management
Washington
$232K -$153K -343 -33%
CBT
683
Central Bank & Trust
Kentucky
$230K +$68.7K +154 +29%
SW
684
SVB Wealth
Massachusetts
$229K +$89.6K +201 +42%
MCM
685
Moore Capital Management
New York
$228K +$301K +675 New
VCA
686
Verdence Capital Advisors
Maryland
$227K -$446K -1,000 -60%
RBCM
687
Raub Brock Capital Management
California
$226K +$299K +670 New
APW
688
Aurora Private Wealth
New Jersey
$224K +$4.01K +9 +1%
SBL
689
Sargent Bickham Lagudis
Colorado
$224K +$96.7K +217 +48%
CIAS
690
Capital Investment Advisory Services
North Carolina
$224K +$296K +663 New
VA
691
Valmark Advisers
Ohio
$220K -$303K -680 -51%
BCM
692
Brookstone Capital Management
Illinois
$220K -$38.8K -87 -12%
VHAM
693
Van Hulzen Asset Management
California
$220K -$4.46K -10 -2%
BWP
694
Bernardo Wealth Planning
Pennsylvania
$220K +$291K +653 New
IWC
695
Integrated Wealth Concepts
Massachusetts
$219K -$23.6K -53 -8%
RWM
696
RKL Wealth Management
Pennsylvania
$219K +$290K +650 New
FCCM
697
First City Capital Management
Georgia
$216K -$178K -400 -44%
CF
698
Centaurus Financial
California
$216K +$23.6K +53 +9%
PCIA
699
Prime Capital Investment Advisors
Kansas
$216K +$87.8K +197 +45%
WP
700
WMS Partners
Maryland
$215K +$4.46K +10 +2%

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.