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Overview Fund Activity

925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.03B
2
AIM
2
ARK Investment Management
Florida
$965M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$2.6B
4
Tiger Global Management
4
Tiger Global Management
New York
$787M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$291M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.74B
2
Coatue Management
2
Coatue Management
New York
$378M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$255M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$0
5
HA
5
HHLR Advisors
Cayman Islands
$635M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
1001
Palisade Capital Management
New Jersey
– – -950 Closed
DC
1002
Davenport & Co
Virginia
– – -872 Closed
SFG
1003
Sovereign Financial Group
Connecticut
– – -866 Closed
SIA
1004
Soltis Investment Advisors
Utah
– – -848 Closed
MAM
1005
MMA Asset Management
Pennsylvania
– – -819 Closed
KWM
1006
Keebeck Wealth Management
Illinois
– – -810 Closed
AA
1007
AQR Arbitrage
Connecticut
– – -799 Closed
TCM
1008
Traynor Capital Management
Pennsylvania
– – -774 Closed
CA
1009
Calton & Associates
Florida
– – -767 Closed
CCFM
1010
Clear Creek Financial Management
Washington
– – -757 Closed
WA
1011
WESPAC Advisors
California
– – -752 Closed
QI
1012
Qtron Investments
Massachusetts
– – -751 Closed
CCP
1013
Cardan Capital Partners
Colorado
– – -750 Closed
BSW
1014
Buckingham Strategic Wealth
Missouri
– – -748 Closed
APW
1015
Austin Private Wealth
Texas
– – -710 Closed
BA
1016
Ballew Advisors
Mississippi
– – -697 Closed
MCM
1017
Moore Capital Management
New York
– – -675 Closed
VCA
1018
Verdence Capital Advisors
Maryland
– – -673 Closed
BWP
1019
Bernardo Wealth Planning
Pennsylvania
– – -653 Closed
VA
1020
Valmark Advisers
Ohio
– – -652 Closed
RWM
1021
RKL Wealth Management
Pennsylvania
– – -650 Closed
WP
1022
WMS Partners
Maryland
– – -638 Closed
UB
1023
UMB Bank
Missouri
– – -621 Closed
CPA
1024
Clear Perspective Advisors
Illinois
– – -620 Closed
ACA
1025
Affinity Capital Advisors
California
– – -619 Closed
39 40
41
42 43