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216 hedge funds and large institutions have $2.17B invested in Zoom in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

9% more funds holding

Funds holding: 198 → 216 (+18)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less capital invested

Capital invested by funds: $2.21B → $2.17B (-$45.6M)

27.56% less ownership

Funds ownership: 77.57% → 50.01% (-28%)

31% less call options, than puts

Call options by funds: $214M | Put options by funds: $312M

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
70
Increased
67
Reduced
47
Closed
51
Calls
$214M
Puts
$312M
Net Calls
-$97.8M
Net Calls Change
-$52.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$185M
2
Fidelity International
Fidelity International
Bermuda
+$87.4M
3
BlackRock
BlackRock
New York
+$44.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$33.6M
5
SEI Investments
SEI Investments
Pennsylvania
+$27.1M

Top Sellers

1
TAM
Telemark Asset Management
Massachusetts
-$31.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$25.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.8M
5
Jennison Associates
Jennison Associates
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
76
Broadleaf Partners
Ohio
$2.02M +$958K +10,638 +67%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$1.91M -$2.25M -25,000 -50%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$1.86M +$2.2M +24,470 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1.83M – – –
SCA
80
Snowden Capital Advisors
New York
$1.73M +$19.4K +215 +1%
ARTA
81
A.R.T. Advisors
New York
$1.71M +$2.02M +22,400 New
CS
82
Credit Suisse
Switzerland
$1.68M +$1.57M +17,455 +378%
UBS Group
83
UBS Group
Switzerland
$1.67M -$2.43M -27,013 -55%
GCA
84
Gideon Capital Advisors
New York
$1.53M +$1.81M +20,061 New
TGM
85
Tenzing Global Management
California
$1.52M – – –
ACM
86
Atika Capital Management
New York
$1.52M -$1.53M -17,000 -46%
AI
87
Axiom Investors
Connecticut
$1.52M +$33.9K +376 +2%
BCM
88
Bayesian Capital Management
New York
$1.48M +$230K +2,549 +15%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$1.44M +$426K +4,725 +33%
LPL Financial
90
LPL Financial
California
$1.42M +$389K +4,320 +30%
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$1.39M +$1.41M +15,654 +613%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.36M +$879K +9,760 +120%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$1.23M +$603K +6,690 +71%
Citigroup
94
Citigroup
New York
$1.14M -$678K -7,529 -34%
Squarepoint
95
Squarepoint
New York
$1.07M +$276K +3,065 +28%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$957K +$132K +1,460 +13%
VF
97
Virtu Financial
New York
$950K -$1.05M -11,643 -48%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$940K +$237K +2,631 +27%
BAMCO Inc
99
BAMCO Inc
New York
$930K -$11M -121,994 -91%
BFM
100
Boothbay Fund Management
New York
$906K +$11.6K +129 +1%
2 3
4
5 6

ZM Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2019, worth a combined $2.17B — down 2.1% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ZM positions and 51 closed out — a net gain of 19 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Artisan Partners, adding an estimated $185M. The largest seller was Telemark Asset Management, exiting entirely with an estimated $31.1M sold.

  • 216 institutional investors held Zoom (ZM) as of Q3 2019, up from 198 in Q2 2019.
  • Funds reported $2.17B of Zoom stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 70 funds opened new Zoom positions in Q3 2019 and 51 closed out, a net change of +19 holders.
  • The largest Zoom buyer in Q3 2019 was Artisan Partners, an estimated $185M added.
  • The largest Zoom seller in Q3 2019 was Telemark Asset Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2019.