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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
LGA
901
Lebenthal Global Advisors
New York
$6K +$8.92K +20 New
AIM
902
Anchor Investment Management
South Carolina
$5.06K
PFA
903
Professional Financial Advisors
Nebraska
$5K -$298K -669 -98%
ME
904
McIlrath & Eck
Washington
$5K
SPWG
905
Sage Private Wealth Group
Illinois
$5K +$6.69K +15 New
AIG
906
American International Group
New York
$4.26K +$768K +1,722 +16%
AA
907
AlphaMark Advisors
Kentucky
$4K -$2.23K -5 -28%
FIA
908
FNY Investment Advisers
New York
$4K +$5.35K +12 New
MFA
909
McClarren Financial Advisors
Pennsylvania
$4K +$6.24K +14 New
SWA
910
Sutton Wealth Advisors
Florida
$3.37K
CAL
911
Capital Analysts LLC
Pennsylvania
$3K -$2.23K -5 -33%
BCH
912
Berkshire Capital Holdings
California
$3K
AFS
913
Annapolis Financial Services
Maryland
$3K +$3.57K +8 New
CWP
914
Concord Wealth Partners
Virginia
$3K +$3.57K +8 New
MS
915
Mizuho Securities
Japan
$3K +$3.57K +8 New
PWMG
916
Prestige Wealth Management Group
New Jersey
$3K +$3.57K +8 New
SFO
917
Standard Family Office
South Dakota
$3K +$3.57K +8 New
HFM
918
Hartford Financial Management
Connecticut
$3K +$4.46K +10 New
RMC
919
Resources Management Corp
Connecticut
$3K +$4.46K +10 New
RAM
920
Riggs Asset Management
Pennsylvania
$3K +$4.46K +10 New
HF
921
Halpern Financial
Virginia
$2.02K
TPWA
922
TRUE Private Wealth Advisors
Oregon
$2K -$11.1K -25 -81%
IF
923
Ironwood Financial
Arizona
$2K -$6.24K -14 -70%
TFO
924
Tarbox Family Office
California
$2K -$2.23K -5 -42%
DSC
925
Duncker Streett & Co
Missouri
$2K

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.