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872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
201
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.59M +$8.43M +25,000 +12,953%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$6.54M -$396K -1,175 -4%
TI
203
Trexquant Investment
Connecticut
$6.42M +$8.28M +24,558 New
X
204
Xponance
Pennsylvania
$6.36M -$211K -627 -3%
AIM
205
Aigen Investment Management
New York
$6.31M +$8.14M +24,147 New
KAM
206
Karani Asset Management
New York
$6.25M +$1.49M +4,407 +23%
RA
207
Ramius Advisors
New York
$6.16M +$7.94M +23,548 New
Aberdeen Group
208
Aberdeen Group
United Kingdom
$6.1M +$1.14M +3,383 +17%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$6.01M +$302K +896 +4%
KBC Group
210
KBC Group
Belgium
$6M -$7.8M -23,138 -50%
Vontobel Holding
211
Vontobel Holding
Switzerland
$5.98M +$1.42M +4,197 +22%
SLG
212
Stanley-Laman Group
Pennsylvania
$5.92M +$1.26M +3,736 +20%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$5.84M +$672K +1,994 +14%
NAM
214
Nissay Asset Management
Japan
$5.8M +$1.13M +3,354 +18%
Principal Financial Group
215
Principal Financial Group
Iowa
$5.65M -$378K -1,120 -5%
Lazard Asset Management
216
Lazard Asset Management
New York
$5.41M -$5.15M -15,283 -42%
SCM
217
Shelton Capital Management
Colorado
$5.24M +$121K +358 +2%
TAM
218
Telemark Asset Management
Massachusetts
$5.23M -$16.9M -50,000 -71%
QOP
219
Quinn Opportunity Partners
Virginia
$5.23M +$3.37M +10,000 +100%
IAA
220
Independent Advisor Alliance
North Carolina
$5.12M +$36.4K +108 +0.6%
AG
221
AIA Group
Hong Kong
$5M +$1.03M +3,048 +19%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$4.93M +$1.29M +3,840 +26%
PAG
223
Private Advisor Group
New Jersey
$4.85M +$2.57M +7,637 +70%
BF
224
BOK Financial
Oklahoma
$4.82M +$6.22M +18,441 New
Comerica Bank
225
Comerica Bank
Texas
$4.81M +$1.61M +4,767 +45%

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.