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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.03B
2
AIM
2
ARK Investment Management
Florida
$965M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$2.6B
4
Tiger Global Management
4
Tiger Global Management
New York
$787M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$291M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.74B
2
Coatue Management
2
Coatue Management
New York
$378M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$255M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$0
5
HA
5
HHLR Advisors
Cayman Islands
$635M
Name Market Value Shares Shares
Change 		Shares
Change %
RMC
901
Resources Management Corp
Connecticut
$3K 10 – –
BCH
902
Berkshire Capital Holdings
California
$3K 10 – –
HFM
903
Hartford Financial Management
Connecticut
$3K 10 – –
AFS
904
Annapolis Financial Services
Maryland
$3K 8 – –
KFI
905
Key Financial Inc
Pennsylvania
$3K 10 +10 New
MA
906
MCF Advisors
Kentucky
$3K 10 +10 New
SFPG
907
Stonebridge Financial Planning Group
Florida
$2K 5 -100 -95%
WWM
908
Wolff Wiese Magana
California
$2K 5 -20 -80%
RG
909
Retirement Group
California
$2K 7 -12 -63%
DSC
910
Duncker Streett & Co
Missouri
$2K 5 – –
IF
911
Ironwood Financial
Arizona
$2K 6 – –
VNA
912
Valley National Advisers
Pennsylvania
$2K 5 – –
NWM
913
Navigation Wealth Management
Colorado
$2K 5 +5 New
CCA
914
Column Capital Advisors
Indiana
$2K 5 +5 New
DI
915
Disciplined Investments
Oklahoma
$2K 5 +5 New
HWA
916
Heritage Wealth Advisors
Virginia
$1.61K 5 +5 New
MGIM
917
M&G Investment Management
United Kingdom
$1.53K 4,753 +4,113 +643%
TPCW
918
TD Private Client Wealth
New York
$1.29K 4 -60 -94%
ADL
919
Asset Dedication LLC
California
$1K 4 -71 -95%
SFO
920
Standard Family Office
South Dakota
$1K 4 -4 -50%
FPFS
921
First Personal Financial Services
North Carolina
$1K 4 – –
PAI
922
Pittenger & Anderson Inc
Nebraska
$1K 3 – –
SL
923
Savior LLC
Massachusetts
$1K 3 – –
IHWM
924
Iron Horse Wealth Management
Iowa
$1K 2 +2 New
DCM
925
Davidson Capital Management
Texas
$1K 4 +4 New
35 36
37
38 39