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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
PFA
151
Pinnacle Family Advisors
Missouri
$236K
EFS
152
Essex Financial Services
Connecticut
$236K +$279K +3,100 New
M&T Bank
153
M&T Bank
New York
$229K -$1.26K -14 -0.5%
TRCT
154
Tower Research Capital (TRC)
New York
$221K +$57.9K +643 +28%
AC
155
Athanor Capital
New York
$221K +$261K +2,900 New
TAM
156
Tocqueville Asset Management
New York
$218K +$258K +2,865 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K +$207K +2,300 +452%
Creative Planning
158
Creative Planning
Kansas
$213K +$252K +2,794 New
Macquarie Group
159
Macquarie Group
Australia
$212K -$22.5K -250 -8%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$202K -$18K -200 -7%
BS
161
Banco Santander
Spain
$201K +$238K +2,637 New
NA
162
Neuburgh Advisers
California
$193K +$27.7K +308 +14%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$191K -$13.2K -147 -6%
MCIM
164
Meadow Creek Investment Management
Georgia
$140K +$20.2K +224 +14%
WBC
165
Westpac Banking Corp
Australia
$133K -$45K -500 -22%
SFS
166
Sowell Financial Services
Arkansas
$101K +$119K +1,320 New
VFA
167
Valeo Financial Advisors
Indiana
$62K +$73.8K +819 New
PA
168
Parallel Advisors
California
$54K +$63.4K +704 New
TFA
169
Toth Financial Advisory
Virginia
$50K
TFS
170
TrustCore Financial Services
Tennessee
$48K +$25.2K +280 +80%
SPIA
171
Steward Partners Investment Advisory
New York
$47K -$610K -6,775 -92%
HPC
172
HM Payson & Co
Maine
$46K
MS
173
Mizuho Securities
Japan
$46K +$54K +600 New
QT
174
Quantbot Technologies
New York
$34K -$34.1K -379 -46%
Canada Life
175
Canada Life
Manitoba, Canada
$33K +$38.6K +428 New

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.