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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
ECM
1026
Evergreen Capital Management
Washington
-$249K -529 Closed
RFC
1027
Regions Financial Corp
Alabama
-$246K -523 Closed
CG
1028
Colony Group
Massachusetts
-$244K -520 Closed
NEWAS
1029
N.E.W. Advisory Services
Wisconsin
-$245K -520 Closed
SAM
1030
Secure Asset Management
Michigan
-$244K -520 Closed
BIM
1031
Bogle Investment Management
Massachusetts
-$239K -509 Closed
HAIM
1032
Hunter Associates Investment Management
Pennsylvania
-$235K -500 Closed
MIM
1033
Marco Investment Management
Georgia
-$235K -500 Closed
SC
1034
Scotia Capital
Ontario, Canada
-$234K -498 Closed
CIC
1035
Cornercap Investment Counsel
Georgia
-$234K -496 Closed
APG
1036
Abacus Planning Group
South Carolina
-$231K -491 Closed
VFP
1037
Verus Financial Partners
Virginia
-$231K -491 Closed
AWM
1038
Apollon Wealth Management
South Carolina
-$228K -486 Closed
SS
1039
Sunbelt Securities
Texas
-$250K -486 Closed
HL
1040
HeadInvest LLC
Maine
-$228K -485 Closed
DAM
1041
Doheny Asset Management
California
-$223K -475 Closed
CAM
1042
Columbia Asset Management
Michigan
-$221K -470 Closed
GLA
1043
Good Life Advisors
Pennsylvania
-$219K -467 Closed
MWM
1044
Modera Wealth Management
New Jersey
-$220K -467 Closed
ECG
1045
EPIQ Capital Group
California
-$219K -466 Closed
JIC
1046
Johnson Investment Counsel
Ohio
-$217K -462 Closed
IFS
1047
Ifrah Financial Services
Arkansas
-$215K -458 Closed
GC
1048
Gratus Capital
Georgia
-$214K -455 Closed
EM
1049
Excalibur Management
Massachusetts
-$212K -450 Closed
GA
1050
GFS Advisors
Texas
-$212K -450 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.