We are live on ! Find out more

216 hedge funds and large institutions have $2.17B invested in Zoom in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

9% more funds holding

Funds holding: 198216 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $2.21B → $2.17B (-$45.6M)

27.56% less ownership

Funds ownership: 77.57%50.01% (-28%)

31% less call options, than puts

Call options by funds: $214M | Put options by funds: $312M

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
67
Reduced
47
Closed
51
Calls
$214M
Puts
$312M
Net Calls
-$97.8M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
126
HRT Financial
New York
$395K +$467K +5,189 New
TC
127
TownSquare Capital
Utah
$379K +$234K +2,600 +85%
DI
128
DFPG Investments
Utah
$377K +$212K +2,352 +85%
HCA
129
Harbour Capital Advisors
Virginia
$373K +$441K +4,900 New
UBS AM
130
UBS AM
Illinois
$364K +$85.4K +948 +25%
Stifel Financial
131
Stifel Financial
Missouri
$361K +$421K +4,677 New
HighTower Advisors
132
HighTower Advisors
Illinois
$355K +$418K +4,642 New
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$349K +$413K +4,585 New
SPC
134
Sigma Planning Corp
Michigan
$332K +$393K +4,358 New
GAM
135
Griffin Asset Management
New York
$330K +$111K +1,234 +40%
AG
136
Advisor Group
Arizona
$323K +$155K +1,725 +68%
TSS
137
Two Sigma Securities
New York
$315K +$372K +4,135 New
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$306K +$362K +4,020 New
RCM
139
Requisite Capital Management
Texas
$305K +$360K +4,000 New
FCM
140
Flinton Capital Management
Pennsylvania
$298K +$42.9K +476 +14%
RCM
141
Riverhead Capital Management
Delaware
$295K +$42.2K +469 +14%
WS
142
Wedbush Securities
California
$292K +$122K +1,352 +55%
ECM
143
ExodusPoint Capital Management
New York
$282K +$333K +3,700 New
Verition Fund Management
144
Verition Fund Management
Connecticut
$277K +$108K +1,201 +49%
MML Investors Services
145
MML Investors Services
Massachusetts
$276K +$326K +3,618 New
MIH
146
Meitav Investment House
Israel
$273K +$309K +3,435 New
Primecap Management
147
Primecap Management
California
$259K -$9.01K -100 -3%
SWP
148
Stratos Wealth Partners
Ohio
$250K +$295K +3,278 New
TAM
149
Tyers Asset Management
Texas
$245K +$35.3K +392 +14%
CG
150
Cutler Group
California
$236K -$1.37M -15,247 -83%

ZM Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2019, worth a combined $2.17B — down 2.1% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ZM positions and 51 closed out — a net gain of 19 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Artisan Partners, adding an estimated $185M. The largest seller was Telemark Asset Management, exiting entirely with an estimated $31.1M sold.

  • 216 institutional investors held Zoom (ZM) as of Q3 2019, up from 198 in Q2 2019.
  • Funds reported $2.17B of Zoom stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 70 funds opened new Zoom positions in Q3 2019 and 51 closed out, a net change of +19 holders.
  • The largest Zoom buyer in Q3 2019 was Artisan Partners, an estimated $185M added.
  • The largest Zoom seller in Q3 2019 was Telemark Asset Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2019.