Zoom
930 hedge funds and large institutions have $40.9B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 392 increasing their positions, 263 reducing their positions, and 142 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 263
5% more capital invested
Capital invested by funds: $39B → $40.9B (+$1.83B)
3% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 142
1% less funds holding
Funds holding: 937 → 930 (-7)
3.7% less ownership
Funds ownership: 58.01% → 54.31% (-3.7%)
23% less call options, than puts
Call options by funds: $4.63B | Put options by funds: $5.99B
37% less funds holding in top 10
Funds holding in top 10: 35 → 22 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.3B |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$754M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$550M |
| 4 |
Tiger Global Management
New York
|
+$370M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$685M |
| 2 |
Coatue Management
New York
|
-$493M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$414M |
| 4 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$370M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$354M |
ZM Hedge Fund Activity: Q1 2021 in Review
930 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2021, worth a combined $40.9B — up 4.7% from $39B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new ZM positions and 142 closed out — a net gain of 4 holders — while 392 added to existing stakes and 263 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $3.3B. The largest seller was Morgan Stanley, cutting an estimated $685M.
- 930 institutional investors held Zoom (ZM) as of Q1 2021, down from 937 in Q4 2020.
- Funds reported $40.9B of Zoom stock for Q1 2021, up 4.7% quarter-over-quarter.
- 146 funds opened new Zoom positions in Q1 2021 and 142 closed out, a net change of +4 holders.
- The largest Zoom buyer in Q1 2021 was T. Rowe Price Associates, an estimated $3.3B added.
- The largest Zoom seller in Q1 2021 was Morgan Stanley, an estimated $685M sold.
Based on aggregated 13F filings for Q1 2021.