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ZM

943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31% → 59% (+4.7%)

1% more funds holding

Funds holding: 930 → 943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
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
341
Reduced
318
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
+$1.77B
2
Tiger Global Management
Tiger Global Management
New York
+$610M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$444M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$414M
5
State Street
State Street
Massachusetts
+$252M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$316M
2
BlackRock
BlackRock
New York
-$266M
3
Jennison Associates
Jennison Associates
New York
-$233M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
5
SG Americas Securities
SG Americas Securities
New York
-$156M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
701
Legacy Capital Partners
Wisconsin
$232K +$200K +600 New
Fisher Asset Management
702
Fisher Asset Management
Washington
$231K -$123K -370 -38%
OIA
703
OneDigital Investment Advisors
Kansas
$231K -$40K -120 -17%
MAM
704
McCarthy Asset Management
California
$229K +$1.33K +4 +0.7%
SFG
705
SageGuard Financial Group
Tennessee
$228K +$196K +588 New
CG
706
Colony Group
Massachusetts
$226K -$25K -75 -11%
CS
707
Comerica Securities
Michigan
$224K -$917K -2,753 -83%
CFG
708
Cooper Financial Group
California
$224K +$193K +580 New
KW
709
KWB Wealth
California
$221K – – –
MIFH
710
Migdal Insurance & Financial Holdings
Israel
$220K -$90.3K -271 -32%
ASFA
711
All Season Financial Advisors
Colorado
$218K +$188K +564 New
PAG
712
Private Advisory Group
Washington
$217K +$187K +560 New
ACM
713
AlphaStar Capital Management
North Carolina
$215K +$185K +555 New
GLA
714
Good Life Advisors
Pennsylvania
$215K +$185K +555 New
RCAG
715
Rehmann Capital Advisory Group
Michigan
$214K -$252K -756 -58%
MFG
716
Menard Financial Group
Texas
$213K -$109K -326 -37%
CTC
717
Central Trust Company
Missouri
$213K +$34K +102 +23%
ACM
718
Allred Capital Management
Texas
$212K -$40K -120 -18%
SI
719
Stephens Inc
Arkansas
$212K -$32.6K -98 -15%
MFA
720
Mayflower Financial Advisors
Massachusetts
$212K +$182K +547 New
STA
721
Summit Trail Advisors
New York
$210K -$105K -315 -37%
EWM
722
Empirical Wealth Management
Washington
$210K +$181K +543 New
WJA
723
Willis Johnson & Associates
Texas
$206K +$177K +531 New
FPA
724
First Pacific Advisors
California
$205K +$36.6K +110 +26%
ZCA
725
Zeke Capital Advisors
Pennsylvania
$205K +$176K +529 New
27 28
29
30 31

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.