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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
GWMIA
751
Global Wealth Management Investment Advisory
Florida
$81K +$11.1K +25 +12%
TCOV
752
Trust Company of Vermont
Vermont
$80K -$6.69K -15 -6%
AAM
753
Advisors Asset Management
Colorado
$79K +$104K +233 New
HI
754
Human Investing
Oregon
$77K +$91K +204 +850%
GRP
755
Global Retirement Partners
California
$76K -$20.1K -45 -17%
BCA
756
Berman Capital Advisors
Georgia
$76K +$12.5K +28 +14%
CWM
757
Concentrum Wealth Management
California
$74K +$98.1K +220 New
TIM
758
Thornburg Investment Management
New Mexico
$72K -$6.44M -14,455 -99%
PO
759
Private Ocean
California
$72K -$892 -2 -0.9%
NL
760
NVWM LLC
Pennsylvania
$72K +$7.13K +16 +8%
VCM
761
Versant Capital Management
Arizona
$71K +$2.23K +5 +2%
NWA
762
Navis Wealth Advisors
New York
$71K +$93.6K +210 New
AWM
763
Atticus Wealth Management
Florida
$68K -$116K -260 -56%
PMFA
764
Plante Moran Financial Advisors
Michigan
$68K -$29.4K -66 -25%
GFPC
765
Global Financial Private Client
Florida
$67.5K
HCM
766
Highlander Capital Management
New Jersey
$67K
LFG
767
Larson Financial Group
Missouri
$67K +$4.9K +11 +6%
AA
768
Ancora Advisors
Ohio
$65K +$19.6K +44 +29%
BWM
769
Birchcreek Wealth Management
Ohio
$64K +$85.6K +192 New
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$22.7K +51 +41%
HDIM
771
Hanson & Doremus Investment Management
Vermont
$58K +$23.2K +52 +43%
HR
772
Howe & Rusling
New York
$55K -$22.3K -50 -23%
TIM
773
Tortoise Investment Management
New York
$53K
JWM
774
Janiczek Wealth Management
Colorado
$53K +$54.4K +122 +349%
FFG
775
Fortem Financial Group
California
$51K +$66.9K +150 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.