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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
DCM
976
Driehaus Capital Management
Illinois
-$747K -1,589 Closed
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
-$666K -1,416 Closed
SCM
978
Stamina Capital Management
New York
-$658K -1,400 Closed
PIA
979
Perennial Investment Advisors
California
-$636K -1,352 Closed
VI
980
Versor Investments
New York
-$628K -1,336 Closed
CC
981
Cannell & Co
New York
-$623K -1,325 Closed
EWA
982
Exencial Wealth Advisors
Oklahoma
-$619K -1,317 Closed
TA
983
Tiedemann Advisors
New York
-$588K -1,251 Closed
TYCC
984
Texas Yale Capital Corp
Florida
-$564K -1,200 Closed
SWMG
985
Strategic Wealth Management Group
Maryland
-$547K -1,163 Closed
FM
986
Family Management
New York
-$535K -1,138 Closed
AFG
987
Albion Financial Group
Utah
-$517K -1,100 Closed
LOAME
988
Lombard Odier Asset Management (Europe)
United Kingdom
-$481K -1,024 Closed
GAM
989
Greenwoods Asset Management
Cayman Islands
-$479K -1,018 Closed
GP
990
Geneva Partners
Wisconsin
-$418K -890 Closed
SI
991
Stephens Inc
Arkansas
-$418K -890 Closed
AC
992
Abbrea Capital
California
-$388K -825 Closed
SFA
993
Sequoia Financial Advisors
Ohio
-$383K -814 Closed
PCM
994
Pentwater Capital Management
Florida
-$376K -800 Closed
AG
995
AlphaSimPlex Group
Massachusetts
-$362K -770 Closed
BFM
996
Boothbay Fund Management
New York
-$358K -761 Closed
BOPW
997
Brandywine Oak Private Wealth
Pennsylvania
-$352K -750 Closed
OR
998
Olympiad Research
Connecticut
-$341K -726 Closed
CWM
999
Cornerstone Wealth Management
Missouri
-$336K -714 Closed
SIC
1000
Samalin Investment Counsel
New York
-$328K -697 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.