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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
EDRH
826
Edmond de Rothschild Holding
Switzerland
$25K -$33.4K -75 -50%
RCA
827
Ranch Capital Advisors
Florida
$25K +$17.4K +39 +103%
OIM
828
Oder Investment Management
California
$25K +$32.5K +73 New
EWM
829
Endurance Wealth Management
Rhode Island
$25K +$33.4K +75 New
GEA
830
Glen Eagle Advisors
New Jersey
$24.6K -$11.6K -26 -26%
MIM
831
MetLife Investment Management
New Jersey
$24.3K +$32.1K +72 New
EWM
832
Edge Wealth Management
New York
$24K -$29K -65 -48%
WAS
833
Winch Advisory Services
Wisconsin
$24K -$7.58K -17 -19%
CA
834
Crewe Advisors
Utah
$24K
LWM
835
Liberty Wealth Management
California
$24K +$1.78K +4 +7%
TFIPS
836
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.6K +$31.2K +70 New
BWM
837
BerganKDV Wealth Management
Minnesota
$23K +$22.3K +50 +278%
HWA
838
HHM Wealth Advisors
Tennessee
$22K -$23.2K -52 -45%
APWA
839
Atlas Private Wealth Advisors
New Jersey
$22K +$13.4K +30 +83%
CP
840
Corbenic Partners
Pennsylvania
$22K +$22.3K +50 +333%
TCWA
841
Ten Capital Wealth Advisors
Washington
$22K +$28.5K +64 New
WFA
842
West Financial Advisors
Iowa
$22K +$28.5K +64 New
TPCW
843
TD Private Client Wealth
New York
$21.6K -$2.23K -5 -7%
CFFP
844
Center for Financial Planning
Michigan
$21K
PGAM
845
Princeton Global Asset Management
New Jersey
$20K
SA
846
SRH Advisors
Kansas
$19K
MIM
847
Macroview Investment Management
Maryland
$19K +$4.01K +9 +19%
HFA
848
Hoover Financial Advisors
Pennsylvania
$19K +$22.3K +50 New
GTAM
849
Global Trust Asset Management
Florida
$19K +$25K +56 New
Simplex Trading
850
Simplex Trading
Illinois
$18K -$12.2M -27,437 -100%

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.