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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
APP
201
Alpha Paradigm Partners
Illinois
$8.81M +$11.6M +26,111 New
WBC
202
Westpac Banking Corp
Australia
$8.41M +$109K +245 +1%
LCG
203
Luxor Capital Group
New York
$8.37M -$8.19M -18,374 -43%
CA
204
Capitolis Advisors
New York
$8.16M +$10.8M +24,190 New
TI
205
Trexquant Investment
Connecticut
$8.12M +$250K +561 +2%
Prudential Financial
206
Prudential Financial
New Jersey
$8.08M -$432K -970 -4%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$8.01M +$4.05M +9,085 +62%
VOYA Investment Management
208
VOYA Investment Management
Georgia
$7.95M -$260K -584 -2%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$7.81M -$1.84M -4,130 -15%
AIM
210
Aigen Investment Management
New York
$7.71M +$7.3M +16,368 +252%
JAM
211
Jupiter Asset Management
United Kingdom
$7.71M -$12.6M -28,163 -55%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$7.58M -$689K -1,546 -6%
LIP
213
Liontrust Investment Partners
United Kingdom
$7.56M +$9.99M +22,400 New
DnB Asset Management
214
DnB Asset Management
Norway
$7.25M +$1.07M +2,407 +13%
LMGAM
215
Liberty Mutual Group Asset Management
Massachusetts
$7.13M +$9.43M +21,153 New
Ensign Peak Advisors
216
Ensign Peak Advisors
Utah
$7.13M -$872K -1,956 -8%
Rafferty Asset Management
217
Rafferty Asset Management
New York
$7.06M +$1.81M +4,069 +24%
PAM
218
Panagora Asset Management
Massachusetts
$7.04M -$30.5M -68,468 -77%
MML Investors Services
219
MML Investors Services
Massachusetts
$7.02M -$4.9K -11 -0.1%
JMPWA
220
JP Morgan Private Wealth Advisors
California
$7M -$607K -1,361 -6%
NOCM
221
Night Owl Capital Management
Connecticut
$6.77M +$138K +309 +2%
IC
222
IEQ Capital
California
$6.71M -$1.77M -3,961 -17%
NAM
223
Nissay Asset Management
Japan
$6.7M +$1.84M +4,137 +26%
IMC Chicago
224
IMC Chicago
Illinois
$6.55M +$1.65M +3,704 +24%
CAM
225
ClariVest Asset Management
California
$6.51M -$1.21M -2,717 -12%

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.