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Overview Fund Activity

883 hedge funds and large institutions have $52.7B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 241 funds opening new positions, 304 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+171
Holders Change %
+24.02%
% of All Funds
17.86%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
241
Increased
304
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.19B
2
Norges Bank
2
Norges Bank
Norway
$761M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$773M
4
State Street
4
State Street
Massachusetts
$1.64B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$341M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$1.08B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.47B
3
HA
3
HHLR Advisors
Cayman Islands
$2.36B
4
LPC
4
Lone Pine Capital
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$6.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
701
Sargent Bickham Lagudis
Colorado
$211K +$184K +390 +672%
PCIA
702
Prime Capital Investment Advisors
Kansas
$208K +$50.4K +107 +32%
RM
703
Resource Management
Louisiana
$204K +$204K +433 New
IAP
704
Indie Asset Partners
Indiana
$201K -$528K -1,125 -72%
MWA
705
Meridian Wealth Advisors
Texas
$201K +$201K +428 New
HFP
706
Holistic Financial Partners
Indiana
$200K +$200K +426 New
NSIM
707
North Star Investment Management
Illinois
$195K -$23.5K -50 -11%
PCM
708
Penserra Capital Management
California
$188K -$11.1M -23,766 -98%
CTC
709
Central Trust Company
Missouri
$188K – – –
TFA
710
Toth Financial Advisory
Virginia
$177K -$3.76K -8 -2%
KLWA
711
Kelly Lawrence W & Associates
California
$176K +$176K +375 New
WT
712
Whittier Trust
California
$172K +$94.2K +200 +121%
GWS
713
Glassman Wealth Services
Virginia
$165K +$96.2K +204 +140%
GT
714
Glenmede Trust
Pennsylvania
$164K -$145K -309 -47%
CFD
715
Creative Financial Designs
Indiana
$159K -$84.7K -180 -35%
AF
716
Allworth Financial
California
$159K +$17.8K +38 +13%
KTC
717
Kistler-Tiffany Companies
Pennsylvania
$155K – – –
BWM
718
BNC Wealth Management
Oregon
$154K +$154K +327 New
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$146K +$28.3K +60 +24%
MF
720
Manchester Financial
California
$143K +$68.7K +146 +92%
JJ
721
JDC-JSC
New York
$141K -$846K -1,800 -86%
WCG
722
Weaver Consulting Group
California
$137K -$39.9K -85 -23%
KC
723
Knuff & Co
California
$129K – – –
GRP
724
Global Retirement Partners
California
$127K -$47.8K -102 -27%
FFA
725
Founders Financial Alliance
North Carolina
$127K +$127K +270 New
27 28
29
30 31