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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
76
Man Group
United Kingdom
$3.33M +$2.87M +41,683 +573%
RJA
77
Raymond James & Associates
Florida
$3.02M -$3.65M -52,973 -54%
AC
78
Asturias Capital
New York
$2.95M +$2.98M +43,300 New
Group One Trading
79
Group One Trading
Illinois
$2.82M +$2.85M +41,392 New
TIM
80
Thornburg Investment Management
New Mexico
$2.67M -$1.1K -16 -0%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$2.65M +$2.68M +38,906 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$2.54M +$406K +5,895 +19%
BAMCO Inc
83
BAMCO Inc
New York
$2.48M +$1.67M +24,220 +198%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.2M +$992K +14,421 +80%
YU
85
Yale University
Connecticut
$2.19M +$2.21M +32,137 New
AIMCA
86
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.15M – – –
ClearBridge Investments
87
ClearBridge Investments
New York
$2.11M +$32.3K +470 +2%
BU
88
Brown University
Rhode Island
$2.04M +$2.06M +29,923 New
GIA
89
Gateway Investment Advisers
Ohio
$1.89M -$723K -10,503 -27%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1.83M – – –
SC
91
Selz Capital
New York
$1.77M +$1.79M +26,000 New
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$1.7M – – –
LPL Financial
93
LPL Financial
California
$1.63M +$368K +5,343 +29%
SEC
94
Seven Eight Capital
New York
$1.6M +$1.62M +23,588 New
CIA
95
Capital Impact Advisors
Massachusetts
$1.6M +$1.62M +23,574 New
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$1.6M -$634K -9,207 -28%
SCA
97
Snowden Capital Advisors
New York
$1.53M -$15.6K -226 -1%
BAM
98
Blueshift Asset Management
New Jersey
$1.52M +$1.54M +22,420 New
Bank of New York Mellon
99
Bank of New York Mellon
New York
$1.5M +$218K +3,171 +17%
Simplex Trading
100
Simplex Trading
Illinois
$1.44M +$1.45M +21,139 New
2 3
4
5 6

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.