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Overview Fund Activity

510 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 323 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+277
Holders Change %
+118.88%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
323
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.78B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.05B
3
Renaissance Technologies
Renaissance Technologies
New York
$406M
4
WRCM
Whale Rock Capital Management
Massachusetts
$301M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$119M
2
Fidelity International
Fidelity International
Bermuda
$191M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$113M
4
Creative Planning
Creative Planning
Kansas
$25.5M
5
WCM
Wildcat Capital Management
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
176
RBC Europe
United Kingdom
$1.79M +$760K +5,200 +73%
CWM
177
Cordatus Wealth Management
Pennsylvania
$1.62M +$1.62M +11,095 New
IR
178
Invictus RG
Bermuda
$1.59M +$1.59M +10,866 New
LP
179
LMR Partners
United Kingdom
$1.55M +$1.55M +10,240 New
AIA
180
AGF Investments America
Ontario, Canada
$1.52M +$1.52M +10,382 New
HTC
181
Hershey Trust Company
Pennsylvania
$1.51M +$1.51M +10,343 New
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$1.49M +$1.49M +10,162 New
GF
183
Gabelli Funds
New York
$1.46M +$584K +4,000 +67%
SWP
184
Stratos Wealth Partners
Ohio
$1.46M +$1.46M +9,961 New
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$1.45M – – –
HI
186
Harrington Investments
California
$1.44M +$14.6K +100 +1%
WS
187
Wedbush Securities
California
$1.4M +$879K +6,017 +168%
GAM
188
Griffin Asset Management
New York
$1.39M +$35.8K +245 +3%
SS
189
Simplicity Solutions
Minnesota
$1.38M +$1.38M +9,433 New
Janus Henderson Group
190
Janus Henderson Group
United Kingdom
$1.35M +$1.35M +9,210 New
HAG
191
HighPoint Advisor Group
Illinois
$1.29M +$1.29M +8,131 New
SS
192
Sunbelt Securities
Texas
$1.29M +$1.29M +12,575 New
LCG
193
Lisanti Capital Growth
New York
$1.29M +$1.29M +8,820 New
PI
194
PineBridge Investments
New York
$1.27M +$1.27M +8,684 New
EW
195
Evoke Wealth
California
$1.26M +$1.12M +7,658 +778%
SPC
196
Sigma Planning Corp
Michigan
$1.25M +$1.25M +8,536 New
GVAG
197
Great Valley Advisor Group
Delaware
$1.23M +$1.23M +8,415 New
HSBC Holdings
198
HSBC Holdings
United Kingdom
$1.19M +$1.19M +8,145 New
FEG
199
Financial Enhancement Group
Indiana
$1.17M +$1.17M +7,992 New
IAA
200
Independent Advisor Alliance
North Carolina
$1.16M +$1.16M +7,915 New
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