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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$7.18M +$7.27M +105,600 New
Charles Schwab
52
Charles Schwab
California
$7.03M +$289K +4,193 +4%
Jane Street
53
Jane Street
New York
$6.97M +$6.55M +95,220 +1,311%
DIG
54
Dragoneer Investment Group
California
$6.8M +$6.88M +100,000 New
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$6.43M +$4.36M +63,328 +204%
UBS Group
56
UBS Group
Switzerland
$6.39M +$4.96M +72,072 +329%
Millennium Management
57
Millennium Management
New York
$5.97M +$5.44M +79,011 +911%
PL
58
Plancorp LLC
Missouri
$5.92M +$5.99M +87,050 New
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$5.67M +$5.8M +84,300 New
State Street
60
State Street
Massachusetts
$5.51M +$2.93M +42,573 +111%
TCA
61
Transcend Capital Advisors
New Jersey
$5.08M +$5.14M +74,707 New
EVM
62
Eaton Vance Management
Massachusetts
$5.01M +$5.06M +73,581 New
Goldman Sachs
63
Goldman Sachs
New York
$4.87M +$2.58M +37,461 +110%
Citigroup
64
Citigroup
New York
$4.81M +$3.84M +55,752 +374%
William Blair & Company
65
William Blair & Company
Illinois
$4.71M +$1.48M +21,440 +45%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$4.7M +$3.07M +44,561 +182%
TI
67
Trexquant Investment
Connecticut
$4.4M +$4.45M +64,679 New
Nomura Asset Management
68
Nomura Asset Management
Japan
$4.27M +$4.32M +62,800 New
DFO
69
Duquesne Family Office
New York
$4.2M – – –
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$4.16M +$4.21M +61,155 New
APC
71
Alta Park Capital
California
$4.08M – – –
Alkeon Capital Management
72
Alkeon Capital Management
New York
$4.08M +$4.13M +60,000 New
ARTA
73
A.R.T. Advisors
New York
$3.96M +$2.46M +35,800 +160%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$3.65M +$609K +8,845 +20%
Franklin Resources
75
Franklin Resources
California
$3.62M +$3.66M +53,200 New
1 2
3
4 5

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.