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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
176
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.9M +$556K +1,248 +4%
Lazard Asset Management
177
Lazard Asset Management
New York
$11.7M +$10.3M +23,080 +197%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$11.7M +$3.39M +7,603 +28%
MSL
179
Mackay Shields LLC
New York
$11.3M +$3.07M +6,893 +26%
URS
180
Utah Retirement Systems
Utah
$11.3M +$609K +1,365 +4%
FC
181
FORA Capital
Florida
$11.1M +$14.7M +32,887 New
DA
182
Duality Advisers
Florida
$10.9M +$14.4M +32,303 New
PL
183
Plancorp LLC
Missouri
$10.7M +$25.9K +58 +0.2%
LWM
184
Lyell Wealth Management
California
$10.5M -$161K -360 -1%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$10.5M +$595K +1,334 +4%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$10.3M +$1.47M +3,292 +12%
FGCP
187
First Growth Capital Partners
California
$10.3M +$13.6M +30,400 New
FGIM
188
First Growth Investment Manager
California
$10.3M +$13.6M +30,400 New
TAM
189
Telemark Asset Management
Massachusetts
$10.1M
BC
190
BIT Capital
Germany
$10M +$11M +24,630 +485%
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$9.87M +$723K +1,622 +6%
PA
192
Profund Advisors
Maryland
$9.84M +$735K +1,649 +6%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$9.82M +$2.06M +4,627 +19%
BCP
194
Berylson Capital Partners
Massachusetts
$9.82M +$7.89M +17,700 +155%
SOADOR
195
State of Alaska Department of Revenue
Alaska
$9.74M +$237K +531 +2%
VEPM
196
Vista Equity Partners Management
California
$9.68M +$6.09M +13,662 +91%
NIPH
197
NN Investment Partners Holdings
Netherlands
$9.46M -$3.55M -7,952 -22%
Massachusetts Financial Services
198
Massachusetts Financial Services
Massachusetts
$8.86M -$1.26M -2,837 -10%
Stifel Financial
199
Stifel Financial
Missouri
$8.85M -$5.09M -11,423 -30%
QI
200
QS Investors
New York
$8.83M +$3.31M +7,414 +40%

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.