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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
NIMI
801
Natixis Investment Managers International
France
$60K +$52K +156 New
MAM
802
Meeder Asset Management
Ohio
$59K -$1.81M -5,426 -97%
AA
803
Ancora Advisors
Ohio
$58K – – –
SN
804
Sittner & Nelson
Oregon
$58K – – –
SB
805
Strategic Blueprint
Georgia
$57K +$48.6K +146 New
HDIM
806
Hanson & Doremus Investment Management
Vermont
$56K -$36.6K -110 -48%
ED
807
Exane Derivatives
France
$53K -$23.3K -70 -33%
FP
808
Financial Perspectives
Minnesota
$51.9K -$14.3M -42,919 -100%
EFSCE
809
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$999 -3 -2%
VCM
810
Versant Capital Management
Arizona
$50K -$26.3K -79 -38%
TFM
811
TFC Financial Management
Massachusetts
$49K – – –
RIM
812
Rockbridge Investment Management
New York
$46K -$333 -1 -0.8%
BFC
813
Bedel Financial Consulting
Indiana
$46K – – –
OCM
814
Orion Capital Management
California
$46K – – –
SIM
815
Sonora Investment Management
Arizona
$46K +$33.3K +100 +500%
SBL
816
Sargent Bickham Lagudis
Colorado
$45K -$127K -382 -77%
BMD
817
Better Money Decisions
New Mexico
$45K – – –
CYG
818
Clean Yield Group
Vermont
$45K +$38.3K +115 New
HWA
819
HHM Wealth Advisors
Tennessee
$44K +$16.7K +50 +78%
MCM
820
MV Capital Management
Maryland
$42K +$36.3K +109 New
ECM
821
Estabrook Capital Management
New York
$41.4K – – –
PFBT
822
Parkside Financial Bank & Trust
Missouri
$41K +$999 +3 +3%
IPW
823
IronBridge Private Wealth
Texas
$39K -$3.66K -11 -10%
CAL
824
Capital Advisors Ltd
Ohio
$39K – – –
HCM
825
Highlander Capital Management
New Jersey
$39K – – –
31 32
33
34 35

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.