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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
SN
776
Sittner & Nelson
Oregon
$51K +$66.9K +150 New
CAM
777
CenterStar Asset Management
Illinois
$46K
AF
778
Advisornet Financial
Minnesota
$44K -$25K -56 -30%
TFGT
779
TS Financial Group (TSFG)
Illinois
$44K -$3.57K -8 -6%
EFSCE
780
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$8.47K +19 +17%
SIC
781
Salem Investment Counselors
North Carolina
$44K +$35.7K +80 +160%
MC
782
Maverick Capital
Texas
$44K +$58K +130 New
TCM
783
Tradewinds Capital Management
Washington
$43K -$8.92K -20 -14%
BWA
784
BDO Wealth Advisors
Florida
$43K +$51.7K +116 +1,160%
CB
785
CNB Bank
Pennsylvania
$41K +$18.7K +42 +53%
TFM
786
TFC Financial Management
Massachusetts
$40K
BFC
787
Bedel Financial Consulting
Indiana
$40K +$8.92K +20 +20%
BFEC
788
Benjamin F. Edwards & Company
Missouri
$40K +$8.92K +20 +20%
SIAG
789
Signet Investment Advisory Group
Rhode Island
$40K +$52.6K +118 New
TWM
790
Tradition Wealth Management
Minnesota
$40K +$53.5K +120 New
OCM
791
Orion Capital Management
California
$40K +$97.6K +219 New
CYG
792
Clean Yield Group
Vermont
$39K
BSSFA
793
Baron Silver Stevens Financial Advisors
Florida
$39K +$52.6K +118 New
BDWM
794
Brewin Dolphin Wealth Management
Ireland
$38.8K
CAL
795
Capital Advisors Ltd
Ohio
$38K +$54.4K +122 +120%
RIM
796
Rockbridge Investment Management
New York
$37K
FP
797
Financial Perspectives
Minnesota
$36.4K
ECM
798
Estabrook Capital Management
New York
$36.1K -$22.3K -50 -32%
Loomis, Sayles & Company
799
Loomis, Sayles & Company
Massachusetts
$36K +$19.6K +44 +71%
PCG
800
Private Capital Group
Connecticut
$35K

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.