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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
IF
851
Ironwood Financial
Arizona
$9K +$6.4K +20 New
NNP
852
Nachman Norwood & Parrott
South Carolina
$9K +$6.4K +20 New
BWM
853
BerganKDV Wealth Management
Minnesota
$8K -$5.12K -16 -47%
AA
854
AlphaMark Advisors
Kentucky
$8K -$640 -2 -10%
AIM
855
Anchor Investment Management
South Carolina
$7.05K +$4.8K +15 New
CAL
856
Capital Analysts LLC
Pennsylvania
$7K
CP
857
Corbenic Partners
Pennsylvania
$7K
AWM
858
AllSquare Wealth Management
New York
$7K +$4.8K +15 New
ME
859
McIlrath & Eck
Washington
$7K +$4.8K +15 New
PFG
860
Pacific Financial Group
Washington
$7K +$4.8K +15 New
NPP
861
New Potomac Partners
Maryland
$6K -$4.16K -13 -52%
TFO
862
Tarbox Family Office
California
$6K +$2.56K +8 +200%
RG
863
Retirement Group
California
$6K +$3.84K +12 New
PFWA
864
Paces Ferry Wealth Advisors
Georgia
$6K +$4.16K +13 New
BCH
865
Berkshire Capital Holdings
California
$5K -$24.1M -75,220 -100%
JCM
866
Jacobi Capital Management
Pennsylvania
$5K
BWA
867
BDO Wealth Advisors
Florida
$5K +$2.56K +8 +400%
SQA
868
Simon Quick Advisors
New Jersey
$5K +$3.52K +11 New
SWA
869
Sutton Wealth Advisors
Florida
$4.7K
EI
870
Ellevest Inc
New York
$4K
CPA
871
Clear Perspective Advisors
Illinois
$3.23K +$259K +809 New
WEC
872
Winslow Evans & Crocker
Massachusetts
$3K
HCP
873
Hexagon Capital Partners
Arkansas
$3K +$2.24K +7 New
HF
874
Halpern Financial
Virginia
$2.82K +$1.92K +6 New
DSC
875
Duncker Streett & Co
Missouri
$2K

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.