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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
RA
926
Reby Advisors
Connecticut
$2K +$2.23K +5 New
SWM
927
Selective Wealth Management
Virginia
$2K +$2.23K +5 New
VNA
928
Valley National Advisers
Pennsylvania
$2K +$2.23K +5 New
PFO
929
Pathstone Family Office
New Jersey
$2K +$2.67K +6 New
HCP
930
Hexagon Capital Partners
Arkansas
$1K -$892 -2 -29%
FPFS
931
First Personal Financial Services
North Carolina
$1K
PAI
932
Pittenger & Anderson Inc
Nebraska
$1K
SL
933
Savior LLC
Massachusetts
$1K
TIAM2
934
Tru Independence Asset Management 2
Oregon
$1K +$892 +2 New
CCC
935
Crescent Capital Consulting
Louisiana
$1K +$1.34K +3 New
VCG
936
Vantage Consulting Group
Virginia
$1K +$1.34K +3 New
MGIM
937
M&G Investment Management
United Kingdom
$216
WIM
938
Westside Investment Management
California
$39 +$29K +65 +123%
TI
939
tru Independence
Oregon
$32 +$41.9K +94 New
SM
940
SB Management
United Arab Emirates
-$1.8B -3,830,702 Closed
Fidelity International
941
Fidelity International
Bermuda
-$451M -960,189 Closed
Lord, Abbett & Co
942
Lord, Abbett & Co
New Jersey
-$213M -453,465 Closed
SAMH
943
Shanda Asset Management Holdings
British Virgin Islands
-$98.1M -220,000 Closed
TG
944
TCW Group
California
-$16.2M -34,503 Closed
MAM
945
Melqart Asset Management
United Kingdom
-$15.7M -33,500 Closed
BBL
946
Beck Bode LLC
Massachusetts
-$15.4M -32,658 Closed
SI
947
Scout Investments
Missouri
-$12.1M -25,804 Closed
HighTower Advisors
948
HighTower Advisors
Illinois
-$11.1M -23,615 Closed
FA
949
Friess Associates
Delaware
-$10.3M -22,000 Closed
G
950
GenTrust
Florida
-$8.92M -20,000 Closed

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.