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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
MAM
726
McCarthy Asset Management
California
$169K +$223K +500 New
VC
727
Vestor Capital
Illinois
$169K +$223K +500 New
WB
728
Webster Bank
Connecticut
$168K +$222K +498 New
OIA
729
Optimum Investment Advisors
Illinois
$165K -$44.6K -100 -17%
CFG
730
CKW Financial Group
Hawaii
$160K
WT
731
Whittier Trust
California
$152K +$38.8K +87 +24%
TFS
732
TrustCore Financial Services
Tennessee
$146K -$128K -288 -40%
CTC
733
Central Trust Company
Missouri
$134K
PCM
734
Penserra Capital Management
California
$132K -$4.46K -10 -2%
TFA
735
Toth Financial Advisory
Virginia
$127K
TWA
736
TCI Wealth Advisors
Arizona
$119K +$69.5K +156 +79%
GWS
737
Glassman Wealth Services
Virginia
$118K -$446 -1 -0.3%
GC
738
Garde Capital
Washington
$115K +$152K +341 New
AF
739
Allworth Financial
California
$114K
SSB
740
Sandy Spring Bank
Maryland
$110K +$45.9K +103 +46%
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$74K -166 -35%
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$105K
MF
743
Manchester Financial
California
$103K
BAM
744
Bellevue Asset Management
Washington
$100K
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$94K -$22.3K -50 -15%
KC
746
Knuff & Co
California
$93K
MAM
747
Meeder Asset Management
Ohio
$89K -$2.35M -5,279 -95%
NSIM
748
North Star Investment Management
Illinois
$89K -$66.9K -150 -36%
CHA
749
Carmichael Hill & Associates
Maryland
$84K -$6.69K -15 -6%
SC
750
Shay Capital
New York
$84K +$111K +250 New

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.