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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
RT
726
Rockland Trust
Massachusetts
$205K +$177K +530 New
PPWP
727
Proquility Private Wealth Partners
Nevada
$204K +$176K +528 New
SFBLI
728
Southern Farm Bureau Life Insurance
Mississippi
$203K +$175K +525 New
HWM
729
HighMark Wealth Management
Minnesota
$202K – – –
BSW
730
Buckingham Strategic Wealth
Missouri
$202K +$174K +521 New
MOS
731
MGO One Seven
Ohio
$201K -$40.6K -122 -19%
WA
732
Wealth Architects
California
$201K +$173K +520 New
FVWA
733
Foster Victor Wealth Advisors
South Carolina
$199K +$171K +513 New
SOW
734
State of Wyoming
Wyoming
$196K +$119K +357 +238%
SC
735
Sawyer & Company
Massachusetts
$194K – – –
Loomis, Sayles & Company
736
Loomis, Sayles & Company
Massachusetts
$193K -$10.7K -32 -6%
WQ
737
Wealth Quarterback
New Jersey
$190K +$163K +490 New
TFGT
738
TS Financial Group (TSFG)
Illinois
$188K +$147K +440 +978%
IA
739
IFP Advisors
Florida
$186K -$6.99K -21 -4%
CFG
740
CKW Financial Group
Hawaii
$184K – – –
PCH
741
Polar Capital Holdings
United Kingdom
$169K +$34.7M +104,213 +31%
PMAS
742
PNC Managed Account Solutions
Texas
$169K +$145K +436 New
CAL
743
Capital Analysts LLC
Pennsylvania
$168K -$107K -322 -43%
FRA
744
Front Row Advisors
California
$167K +$333 +1 +0.2%
SGAM
745
Smith Group Asset Management
Texas
$166K +$143K +430 New
EWA
746
Evolution Wealth Advisors
Florida
$151K +$88.3K +265 +210%
GC
747
Garde Capital
Washington
$150K +$129K +388 New
CMBA
748
C.M. Bidwell & Associates
Hawaii
$149K +$129K +386 New
TCOV
749
Trust Company of Vermont
Vermont
$148K -$1.67K -5 -1%
CBT
750
Central Bank & Trust
Kentucky
$146K -$66.6K -200 -35%
28 29
30
31 32

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.