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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.03B
2
AIM
ARK Investment Management
Florida
$965M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.6B
4
Tiger Global Management
Tiger Global Management
New York
$787M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$291M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.74B
2
Coatue Management
Coatue Management
New York
$378M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$255M
4
WRCM
Whale Rock Capital Management
Massachusetts
$0
5
HA
HHLR Advisors
Cayman Islands
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
751
Bellevue Asset Management
Washington
$84K – – –
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$84K +$6.46K +20 +8%
CHA
753
Carmichael Hill & Associates
Maryland
$80K – – –
HIA
754
Harbor Investment Advisory
Maryland
$80K +$64.5K +200 +417%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$79K +$40.3K +125 +104%
BC
756
Burleson & Co
California
$77K +$77K +241 New
AWM
757
Atticus Wealth Management
Florida
$74K +$9.61K +30 +15%
HDIM
758
Hanson & Doremus Investment Management
Vermont
$74K +$18.7K +58 +34%
NL
759
NVWM LLC
Pennsylvania
$72K +$3.86K +12 +6%
PO
760
Private Ocean
California
$68K – – –
PCG
761
Private Capital Group
Connecticut
$68K +$34.8K +108 +105%
CWP
762
Concord Wealth Partners
Virginia
$68K +$65.4K +203 +2,538%
ED
763
Exane Derivatives
France
$67.5K -$130K -404 -66%
VCM
764
Versant Capital Management
Arizona
$67K -$1.61K -5 -2%
GFPC
765
Global Financial Private Client
Florida
$65.2K – – –
BCA
766
Berman Capital Advisors
Georgia
$65K -$7.61K -24 -10%
PMFA
767
Plante Moran Financial Advisors
Michigan
$65K – – –
GCM
768
Gables Capital Management
Florida
$64K +$64K +200 New
LFG
769
Larson Financial Group
Missouri
$60K -$3.51K -11 -6%
HR
770
Howe & Rusling
New York
$59K +$6.45K +20 +12%
SIC
771
Salem Investment Counselors
North Carolina
$58K +$16.1K +50 +38%
GRP
772
Global Retirement Partners
California
$57K -$16.2K -50 -22%
TIM
773
Tortoise Investment Management
New York
$51K – – –
HI
774
Human Investing
Oregon
$50K -$23.5K -73 -32%
AF
775
Advisornet Financial
Minnesota
$50K +$8.01K +25 +19%
29 30
31
32 33