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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
MWM
1026
Mascoma Wealth Management
New Hampshire
– -$31K -95 Closed
SCA
1027
Stuart Chaussee & Associates
California
– -$31K -95 Closed
OC
1028
Oakworth Capital
Alabama
– -$30K -92 Closed
M1FG
1029
Mach-1 Financial Group
Arkansas
– -$22K -69 Closed
WFA
1030
West Financial Advisors
Iowa
– -$21K -64 Closed
AWC
1031
Abundance Wealth Counselors
Pennsylvania
– -$16K -50 Closed
TWP
1032
TFO Wealth Partners
Ohio
– -$16K -50 Closed
NIC
1033
Northwest Investment Counselors
Oregon
– -$14K -45 Closed
FCB
1034
First Command Bank
Texas
– -$13K -40 Closed
FCFS
1035
First Command Financial Services
Texas
– -$13K -40 Closed
MWP
1036
Meridian Wealth Partners
Pennsylvania
– -$12K -35 Closed
WCM
1037
Wealthcare Capital Management
Virginia
– -$11K -35 Closed
ST
1038
Smithfield Trust
Pennsylvania
– -$7K -23 Closed
OSNBOA
1039
Old Second National Bank of Aurora
Illinois
– -$6K -20 Closed
SIS
1040
Sound Income Strategies
Florida
– -$6.43K -20 Closed
AIM
1041
Anchor Investment Management
South Carolina
– -$5.33K -16 Closed
TCWM
1042
Total Clarity Wealth Management
Illinois
– -$5K -15 Closed
HWA
1043
Heritage Wealth Advisors
Virginia
– -$1.61K -5 Closed
VNA
1044
Valley National Advisers
Pennsylvania
– -$2K -5 Closed
FPFS
1045
First Personal Financial Services
North Carolina
– -$1K -4 Closed
SFO
1046
Standard Family Office
South Dakota
– -$1K -4 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.