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216 hedge funds and large institutions have $2.17B invested in Zoom in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

9% more funds holding

Funds holding: 198216 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $2.21B → $2.17B (-$45.6M)

27.56% less ownership

Funds ownership: 77.57%50.01% (-28%)

31% less call options, than puts

Call options by funds: $214M | Put options by funds: $312M

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
67
Reduced
47
Closed
51
Calls
$214M
Puts
$312M
Net Calls
-$97.8M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
51
Alta Park Capital
California
$4.57M
JP Morgan Chase
52
JP Morgan Chase
New York
$4.45M +$3.95M +43,826 +301%
RCM
53
Ratan Capital Management
Florida
$3.92M -$7.25M -80,511 -61%
William Blair & Company
54
William Blair & Company
Illinois
$3.64M +$2.97M +32,951 +222%
Capital International Investors
55
Capital International Investors
California
$3.57M -$15M -166,939 -78%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$3.42M +$1.64M +18,252 +69%
HIC
57
Hartline Investment Corp
Illinois
$3.04M +$3.59M +39,856 New
TIM
58
Thornburg Investment Management
New Mexico
$3M -$476K -5,282 -12%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$2.94M +$3.48M +38,600 New
State Street
60
State Street
Massachusetts
$2.93M +$2.05M +22,770 +145%
GIA
61
Gateway Investment Advisers
Ohio
$2.91M +$3.44M +38,208 New
Alyeska Investment Group
62
Alyeska Investment Group
Illinois
$2.67M -$3.15M -35,000 -50%
Goldman Sachs
63
Goldman Sachs
New York
$2.6M +$1.79M +19,862 +139%
SIM
64
Spark Investment Management
New York
$2.6M +$1.86M +20,700 +154%
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$2.5M -$573K -6,366 -16%
TG
66
TCW Group
California
$2.46M -$236K -2,625 -8%
AIMCA
67
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M
RJFSA
68
Raymond James Financial Services Advisors
Florida
$2.4M +$1.78M +19,781 +169%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.37M +$2.5M +27,701 +811%
FA
70
Friess Associates
Delaware
$2.35M +$16.5K +183 +0.6%
ClearBridge Investments
71
ClearBridge Investments
New York
$2.3M -$5.63M -62,530 -67%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$2.29M
OGC
73
Oak Grove Capital
New Hampshire
$2.21M +$2.61M +29,000 New
BCH
74
Berkshire Capital Holdings
California
$2.16M +$2.56M +28,410 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$2.11M -$3.17M -35,174 -56%

ZM Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2019, worth a combined $2.17B — down 2.1% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ZM positions and 51 closed out — a net gain of 19 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Artisan Partners, adding an estimated $185M. The largest seller was Telemark Asset Management, exiting entirely with an estimated $31.1M sold.

  • 216 institutional investors held Zoom (ZM) as of Q3 2019, up from 198 in Q2 2019.
  • Funds reported $2.17B of Zoom stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 70 funds opened new Zoom positions in Q3 2019 and 51 closed out, a net change of +19 holders.
  • The largest Zoom buyer in Q3 2019 was Artisan Partners, an estimated $185M added.
  • The largest Zoom seller in Q3 2019 was Telemark Asset Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2019.