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814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
151
Primecap Management
California
$9.86M
AC
152
Avory & Company
Florida
$9.82M +$14.9M +63,402 New
DACS
153
Dymon Asia Capital (Singapore)
Singapore
$9.7M +$2.49M +10,581 +25%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$9.4M +$3.97M +16,893 +49%
Franklin Resources
155
Franklin Resources
California
$9.27M -$63.4M -269,719 -84%
KA
156
Kerrisdale Advisers
Florida
$9.15M +$11.7M +49,780 New
Nomura Asset Management
157
Nomura Asset Management
Japan
$9.03M -$27.9M -118,624 -71%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$8.93M +$911K +3,876 +9%
Vontobel Holding
159
Vontobel Holding
Switzerland
$8.8M +$5.49M +23,353 +102%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$8.66M -$54.9M -233,641 -83%
UIM
161
USS Investment Management
United Kingdom
$8.62M
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$8.48M +$1.18M +5,036 +12%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$8.34M -$529K -2,251 -5%
O
164
Ossiam
France
$8.27M +$3.21M +13,653 +44%
OCM
165
Octahedron Capital Management
California
$8.02M +$10.3M +43,611 New
PA
166
Profund Advisors
Maryland
$7.95M +$257K +1,091 +3%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$7.91M -$304K -1,291 -3%
Osaic Holdings
168
Osaic Holdings
Arizona
$7.85M -$6.85M -29,134 -41%
TAF
169
Tredje AP-fonden
Sweden
$7.82M -$1.76M -7,469 -15%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$7.82M +$1.99M +8,477 +25%
TI
171
Trexquant Investment
Connecticut
$7.55M +$3.88M +16,501 +67%
URS
172
Utah Retirement Systems
Utah
$7.27M +$212K +900 +2%
Korea Investment Corp
173
Korea Investment Corp
South Korea
$7.25M -$1.81M -7,700 -16%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$7.11M +$9.09M +38,659 New
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$7.01M -$283K -1,202 -3%

ZM Hedge Fund Activity: Q4 2021 in Review

814 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2021, worth a combined $28.3B — down 26% from $38.4B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of ZM and 150 opened new positions — a net loss of 44 holders — while 278 trimmed existing stakes and 276 added.

The largest buyer was ARK Investment Management, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.

  • 814 institutional investors held Zoom (ZM) as of Q4 2021, down from 872 in Q3 2021.
  • Funds reported $28.3B of Zoom stock for Q4 2021, down 26% quarter-over-quarter.
  • 150 funds opened new Zoom positions in Q4 2021 and 194 closed out, a net change of -44 holders.
  • The largest Zoom buyer in Q4 2021 was ARK Investment Management, an estimated $582M added.
  • The largest Zoom seller in Q4 2021 was T. Rowe Price Associates, an estimated $482M sold.

Based on aggregated 13F filings for Q4 2021.