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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
HI
851
Hudock Inc
Pennsylvania
$18K -$12K -27 -33%
CCMW
852
Cypress Capital Management (Wyoming)
Wyoming
$18K -$4.46K -10 -16%
RIA
853
RPG Investment Advisory
California
$18K
CFB
854
Cullen/Frost Bankers
Texas
$17K -$22.3K -50 -50%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$17K -$20.5K -46 -48%
CFN
856
Cordasco Financial Network
Florida
$17K
FFA
857
Freedman Financial Associates
Massachusetts
$17K +$22.3K +50 New
FWM
858
FSA Wealth Management
Massachusetts
$17K +$22.3K +50 New
IRC
859
Investors Research Corp
Georgia
$17K +$22.3K +50 New
RWA
860
Ropes Wealth Advisors
Massachusetts
$17K +$22.3K +50 New
HIA
861
Harbor Investment Advisory
Maryland
$16K -$870K -1,952 -98%
IPW
862
IronBridge Private Wealth
Texas
$16K +$20.5K +46 New
WPA
863
West Paces Advisors
Georgia
$15.5K -$9.81K -22 -32%
CCA
864
Childress Capital Advisors
Texas
$15K +$20.1K +45 New
CA
865
Clearstead Advisors
Ohio
$13K
FCB
866
First Command Bank
Texas
$13K
FCFS
867
First Command Financial Services
Texas
$13K
FHA
868
First Horizon Advisors
Tennessee
$13K
HWM
869
Holloway Wealth Management
Florida
$13K
FWM
870
Focused Wealth Management
New York
$13K +$9.36K +21 +111%
AP
871
Arlington Partners
Alabama
$13K +$17.8K +40 New
PA
872
Perennial Advisors
New York
$13K +$17.8K +40 New
WR
873
WD Rutherford
Oregon
$13K +$17.8K +40 New
BCWM
874
Bartlett & Co Wealth Management
Ohio
$12.1K
BC
875
Bartlett & Co
Ohio
$12K

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.