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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
PCA
1001
Private Capital Advisors
Connecticut
– -$280K -872 Closed
BDS
1002
Banco de Sabadell
Florida
– -$267K -850 Closed
VAG
1003
VisionPoint Advisory Group
Texas
– -$259K -807 Closed
G
1004
Gainplan
Michigan
– -$256K -800 Closed
ICP
1005
Interchange Capital Partners
Pennsylvania
– -$320K -780 Closed
OPWM
1006
Oxinas Partners Wealth Management
Indiana
– -$241K -750 Closed
FIA
1007
FNY Investment Advisers
New York
– -$240K -749 Closed
LFF
1008
Level Four Financial
Texas
– -$231K -720 Closed
DA
1009
DSC Advisors
Illinois
– -$230K -716 Closed
CC
1010
Cannell & Co
New York
– -$225K -700 Closed
PAM
1011
Private Asset Management
California
– -$225K -700 Closed
MFS
1012
Mirabella Financial Services
United Kingdom
– -$221K -687 Closed
P
1013
Pitcairn
Pennsylvania
– -$220K -685 Closed
APW
1014
Aurora Private Wealth
New Jersey
– -$210K -655 Closed
PIA
1015
Perennial Investment Advisors
California
– -$200K -624 Closed
EAM
1016
Erste Asset Management
Austria
– -$172K -517 Closed
SM
1017
SG3 Management
Puerto Rico
– -$161K -500 Closed
VC
1018
Vestor Capital
Illinois
– -$161K -500 Closed
WB
1019
Webster Bank
Connecticut
– -$160K -498 Closed
GAM
1020
Grandview Asset Management
Pennsylvania
– -$129K -401 Closed
RWB
1021
RMR Wealth Builders
New Jersey
– -$99K -309 Closed
MF
1022
Manchester Financial
California
– -$98K -304 Closed
PO
1023
Private Ocean
California
– -$68K -213 Closed
GFPC
1024
Global Financial Private Client
Florida
– -$65.2K -200 Closed
HI
1025
Human Investing
Oregon
– -$50K -155 Closed
38 39 40
41
42

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.