We are live on ! Find out more

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
LNB
1051
Ledyard National Bank
-$212K -450 Closed
RM
1052
Resource Management
Louisiana
-$204K -433 Closed
IAP
1053
Indie Asset Partners
Indiana
-$201K -428 Closed
MWA
1054
Meridian Wealth Advisors
Texas
-$201K -428 Closed
KLWA
1055
Kelly Lawrence W & Associates
California
-$176K -375 Closed
BWM
1056
BNC Wealth Management
Oregon
-$154K -327 Closed
WCG
1057
Weaver Consulting Group
California
-$137K -292 Closed
FFA
1058
Founders Financial Alliance
North Carolina
-$127K -270 Closed
HCA
1059
Horan Capital Advisors
Ohio
-$94K -200 Closed
LF
1060
Lee Financial
Texas
-$94K -200 Closed
EWA
1061
Evolution Wealth Advisors
Florida
-$80K -170 Closed
JIR
1062
James Investment Research
Ohio
-$67K -142 Closed
SC
1063
Solstein Capital
California
-$55K -118 Closed
AA
1064
Advisory Alpha
Michigan
-$55K -115 Closed
NR
1065
Newfound Research
Massachusetts
-$47K -101 Closed
SIA
1066
SeaBridge Investment Advisors
New Jersey
-$47K -100 Closed
FNBOSM
1067
First National Bank of South Miami
Florida
-$20K -80 Closed
MWP
1068
Meridian Wealth Partners
Pennsylvania
-$33K -70 Closed
CCM
1069
Chiron Capital Management
Florida
-$28K -59 Closed
CSPIA
1070
Cary Street Partners Investment Advisory
Virginia
-$24K -50 Closed
FVWA
1071
Foster Victor Wealth Advisors
South Carolina
-$23K -48 Closed
CWAF
1072
Core Wealth Advisors (Florida)
Florida
-$18K -38 Closed
HFS
1073
HBC Financial Services
Washington
-$12K -30 Closed
PS
1074
Planned Solutions
California
-$14K -30 Closed
AAP
1075
Arax Advisory Partners
Colorado
-$9K -20 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.