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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMC Chicago
101
IMC Chicago
Illinois
$1.43M +$1.45M +21,049 New
ACM
102
Atika Capital Management
New York
$1.36M – – –
Skandinaviska Enskilda Banken (SEB)
103
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.31M +$1.33M +19,300 New
AI
104
Axiom Investors
Connecticut
$1.29M -$72.3K -1,050 -5%
SIM
105
Spark Investment Management
New York
$1.2M -$1.13M -16,400 -48%
HIC
106
Hartline Investment Corp
Illinois
$1.19M -$1.54M -22,420 -56%
Stifel Financial
107
Stifel Financial
Missouri
$1.13M +$818K +11,884 +254%
ZCI
108
Zevenbergen Capital Investments
Washington
$1.09M +$1.1M +16,000 New
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
$1M -$1.65M -23,907 -62%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$987K +$178K +2,589 +21%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$958K +$105K +1,523 +12%
PL
112
Perpetual Ltd
Australia
$944K +$957K +13,900 New
Squarepoint
113
Squarepoint
New York
$907K -$47.3K -687 -5%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$857K +$867K +12,600 New
OSIA
115
O'Shares Investment Advisers
Massachusetts
$769K +$112K +1,630 +17%
OAM
116
Oxford Asset Management
United Kingdom
$742K +$751K +10,910 New
Victory Capital Management
117
Victory Capital Management
Texas
$738K +$28.5K +414 +4%
PP
118
Paloma Partners
Connecticut
$695K +$703K +10,211 New
Wolverine Trading
119
Wolverine Trading
Illinois
$683K +$703K +10,220 New
GCA
120
Gideon Capital Advisors
New York
$680K -$693K -10,070 -50%
SSA
121
Schonfeld Strategic Advisors
New York
$680K +$103K +1,500 +18%
CIBC Asset Management
122
CIBC Asset Management
Ontario, Canada
$675K +$683K +9,922 New
SI
123
Stephens Inc
Arkansas
$666K +$674K +9,790 New
HI
124
Harrington Investments
California
$665K +$146K +2,125 +28%
Ameriprise
125
Ameriprise
Minnesota
$661K +$236K +3,436 +55%
3 4
5
6 7

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.