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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
SWM
701
SeaCrest Wealth Management
New York
$214K -$46.4K -104 -14%
SBSB
702
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K +$1.78K +4 +0.6%
UB
703
UMB Bank
Missouri
$210K +$277K +621 New
CPA
704
Clear Perspective Advisors
Illinois
$209K -$84.3K -189 -23%
ACA
705
Affinity Capital Advisors
California
$209K +$5.35K +12 +2%
ED
706
Exane Derivatives
France
$207K +$274K +614 New
ZIG
707
Zuckerman Investment Group
Illinois
$207K
DI
708
Diligent Investors
California
$207K +$48.1K +108 +21%
WSC
709
Wellington Shields & Co
New York
$206K
CIP
710
Convergence Investment Partners
Florida
$204K -$1.03M -2,304 -79%
EW
711
Evoke Wealth
California
$203K -$11.1K -25 -4%
FCM
712
Firestone Capital Management
Florida
$203K +$2.67K +6 +1%
CLOS
713
Compagnie Lombard Odier SCmA
Switzerland
$202K -$156K -350 -37%
ACI
714
Alpha Cubed Investments
California
$202K -$24.5K -55 -8%
GAG
715
GM Advisory Group
New York
$202K
LCP
716
Legacy Capital Partners
Wisconsin
$202K
MIFH
717
Migdal Insurance & Financial Holdings
Israel
$195K -$8.15M -18,286 -97%
NICM
718
Neo Ivy Capital Management
New York
$195K +$235K +528 +1,035%
QCG
719
Quadrant Capital Group
Ohio
$193K +$49.9K +112 +24%
OPW
720
Oxler Private Wealth
New York
$193K +$256K +575 New
HNB
721
Huntington National Bank
Ohio
$186K
HWM
722
HighMark Wealth Management
Minnesota
$176K
PVH
723
Psagot Value Holdings
Israel
$171K +$226K +506 New
FRA
724
Front Row Advisors
California
$169K
SC
725
Sawyer & Company
Massachusetts
$169K

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.