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Overview Fund Activity

938 hedge funds and large institutions have $53.8B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
16.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
339
Reduced
315
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.05B
2
Tiger Global Management
Tiger Global Management
New York
+$709M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$516M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$481M
5
State Street
State Street
Massachusetts
+$293M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$367M
2
BlackRock
BlackRock
New York
-$309M
3
Jennison Associates
Jennison Associates
New York
-$271M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$259M
5
SG Americas Securities
SG Americas Securities
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
676
SeaCrest Wealth Management
New York
$247K -$13.9K -36 -5%
CB
677
CNB Bank
Pennsylvania
$246K +$70.2K +182 +40%
CAS
678
Cascadia Advisory Services
Oregon
$245K – – –
DFCM
679
Dark Forest Capital Management
Puerto Rico
$243K +$243K +627 New
SHGA
680
Sand Hill Global Advisors
California
$243K +$243K +628 New
VHAM
681
Van Hulzen Asset Management
California
$240K -$5.82K -15 -2%
CPA
682
Clear Perspective Advisors
Illinois
$240K +$240K +620 New
KFC
683
Klingenstein Fields & Co
New York
$239K +$239K +616 New
9WM
684
9258 Wealth Management
Ohio
$239K +$239K +617 New
PA
685
Procyon Advisors
Connecticut
$238K -$333K -861 -58%
CFGS
686
Concourse Financial Group Securities
Alabama
$238K -$109K -281 -31%
FCM
687
Firestone Capital Management
Florida
$237K -$12K -31 -5%
KFGK
688
Keystone Financial Group (Kentucky)
Kentucky
$237K +$237K +612 New
ZIG
689
Zuckerman Investment Group
Illinois
$237K +$237K +613 New
AWM
690
Apollon Wealth Management
South Carolina
$233K -$17.8K -46 -7%
SFA
691
Sequoia Financial Advisors
Ohio
$233K +$233K +601 New
CCFM
692
Clear Creek Financial Management
Washington
$233K +$233K +603 New
CCM
693
Cribstone Capital Management
Maine
$232K -$193K -500 -45%
CIAS
694
Capital Investment Advisory Services
North Carolina
$232K -$54.2K -140 -19%
GAG
695
GM Advisory Group
New York
$232K +$232K +600 New
CCC
696
Chelsea Counsel Company
California
$232K +$232K +600 New
LCP
697
Legacy Capital Partners
Wisconsin
$232K +$232K +600 New
Fisher Asset Management
698
Fisher Asset Management
Washington
$231K -$143K -370 -38%
OIA
699
OneDigital Investment Advisors
Kansas
$231K -$46.4K -120 -17%
MAM
700
McCarthy Asset Management
California
$229K +$1.55K +4 +0.7%
26 27
28
29 30