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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
FCB
826
First Command Bank
Texas
$19K
FCFS
827
First Command Financial Services
Texas
$19K
CA
828
Clearstead Advisors
Ohio
$19K +$6.4K +20 +100%
FHA
829
First Horizon Advisors
Tennessee
$18K
HWM
830
Holloway Wealth Management
Florida
$18K
CWAF
831
Core Wealth Advisors (Florida)
Florida
$18K +$12.2K +38 New
APWA
832
Atlas Private Wealth Advisors
New Jersey
$17K
BC
833
Bartlett & Co
Ohio
$17K
BCWM
834
Bartlett & Co Wealth Management
Ohio
$16.9K
JWM
835
Janiczek Wealth Management
Colorado
$16K +$11.2K +35 New
HMS
836
Hanseatic Management Services
New Mexico
$15K +$9.91K +31 New
OSNBOA
837
Old Second National Bank of Aurora
Illinois
$14K -$6.72K -21 -41%
TPWA
838
TRUE Private Wealth Advisors
Oregon
$14K +$1.92K +6 +24%
PS
839
Planned Solutions
California
$14K +$9.59K +30 New
CWA
840
Carolina Wealth Advisors
South Carolina
$13K -$3.84K -12 -30%
LWANC
841
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
PFSC
842
Peoples Financial Services Corp
Pennsylvania
$12K
NCM
843
New Capital Management
Texas
$12K +$8.31K +26 New
HFS
844
HBC Financial Services
Washington
$12K +$9.59K +30 New
ST
845
Smithfield Trust
Pennsylvania
$11K -$8K -25 -52%
HI
846
Human Investing
Oregon
$11K +$7.67K +24 New
IWP
847
IAG Wealth Partners
Wisconsin
$10K
AAP
848
Arax Advisory Partners
Colorado
$9K
SIS
849
Sound Income Strategies
Florida
$9K
FWM
850
Focused Wealth Management
New York
$9K +$3.2K +10 +111%

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.