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886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
751
Credit Agricole
France
$84K +$57.2K +179 New
EWA
752
Evolution Wealth Advisors
Florida
$80K -$75.2K -235 -58%
TIM
753
Tortoise Investment Management
New York
$74K +$48K +150 +1,875%
ECM
754
Estabrook Capital Management
New York
$73.8K
ADL
755
Asset Dedication LLC
California
$73K +$47.3K +148 +2,114%
EDRH
756
Edmond de Rothschild Holding
Switzerland
$71K -$16K -50 -25%
AA
757
Ancora Advisors
Ohio
$71K
TCM
758
Tradewinds Capital Management
Washington
$69K -$64.9K -203 -58%
AS
759
Altshuler Shaham
Israel
$67K +$45.4K +142 New
JIR
760
James Investment Research
Ohio
$67K +$45.4K +142 New
TFGT
761
TS Financial Group (TSFG)
Illinois
$65K -$20.8K -65 -32%
EWM
762
Edge Wealth Management
New York
$63K +$18.9K +59 +78%
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K
SFPG
764
Stonebridge Financial Planning Group
Florida
$56K -$32K -100 -50%
HDIM
765
Hanson & Doremus Investment Management
Vermont
$56K
TFM
766
TFC Financial Management
Massachusetts
$56K +$38.4K +120 New
SC
767
Solstein Capital
California
$55K -$237K -742 -86%
HWA
768
HHM Wealth Advisors
Tennessee
$55K +$3.84K +12 +12%
AA
769
Advisory Alpha
Michigan
$55K +$36.8K +115 New
BDWM
770
Brewin Dolphin Wealth Management
Ireland
$54.1K -$17.6K -55 -32%
CYG
771
Clean Yield Group
Vermont
$54K
EFSCE
772
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$26.9K +84 +311%
RIM
773
Rockbridge Investment Management
New York
$52K +$27.5K +86 +358%
FP
774
Financial Perspectives
Minnesota
$50.8K
CAL
775
Capital Advisors Ltd
Ohio
$48K

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.