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943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31% → 59% (+4.7%)

1% more funds holding

Funds holding: 930 → 943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
341
Reduced
318
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.77B
2
Tiger Global Management
Tiger Global Management
New York
+$610M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$444M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$414M
5
State Street
State Street
Massachusetts
+$252M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$316M
2
BlackRock
BlackRock
New York
-$266M
3
Jennison Associates
Jennison Associates
New York
-$233M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
5
SG Americas Securities
SG Americas Securities
New York
-$156M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
926
Column Capital Advisors
Indiana
$2K – – –
DI
927
Disciplined Investments
Oklahoma
$2K – – –
DSC
928
Duncker Streett & Co
Missouri
$2K – – –
IF
929
Ironwood Financial
Arizona
$2K – – –
NWM
930
Navigation Wealth Management
Colorado
$2K – – –
PSIWM
931
Paradigm Strategies in Wealth Management
Minnesota
$2K – – –
SFPG
932
Stonebridge Financial Planning Group
Florida
$2K – – –
CFO
933
CVA Family Office
Colorado
$2K +$1.67K +5 New
WBC
934
West Branch Capital
Massachusetts
$2K +$1.67K +5 New
Nisa Investment Advisors
935
Nisa Investment Advisors
Missouri
$1.96K -$5.28M -15,865 -76%
MGIM
936
M&G Investment Management
United Kingdom
$1.82K -$14.7K -44 -0.9%
TPCW
937
TD Private Client Wealth
New York
$1.55K – – –
BBL
938
Beck Bode LLC
Massachusetts
$1K -$12.4M -37,210 -100%
IFAM
939
Institutional & Family Asset Management
Colorado
$1K -$3.33K -10 -83%
IHWM
940
Iron Horse Wealth Management
Iowa
$1K – – –
PAI
941
Pittenger & Anderson Inc
Nebraska
$1K – – –
SL
942
Savior LLC
Massachusetts
$1K – – –
DWA
943
Delos Wealth Advisors
Texas
$1K +$666 +2 New
H
944
HoyleCohen
California
$365 +$16.7K +50 +6%
BBHC
945
Brown Brothers Harriman & Co
New York
$264 – – –
WIM
946
Westside Investment Management
California
$55 – – –
RC
947
Renaissance Capital
Connecticut
– -$66.2M -206,114 Closed
SI
948
SQN Investors
California
– -$53M -165,095 Closed
TCA
949
Transcend Capital Advisors
New Jersey
– -$25.6M -79,528 Closed
OPERF
950
Oregon Public Employees Retirement Fund
Oregon
– -$22.6M -70,425 Closed
36 37
38
39 40

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.