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233 hedge funds and large institutions have $4.26B invested in Zoom in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

96% more capital invested

Capital invested by funds: $2.17B → $4.26B (+$2.09B)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

8% more funds holding

Funds holding: 216 → 233 (+17)

5.96% more ownership

Funds ownership: 50.01% → 55.97% (+6%)

7% more call options, than puts

Call options by funds: $177M | Put options by funds: $166M

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.3%
New
81
Increased
86
Reduced
30
Closed
58
Calls
$177M
Puts
$166M
Net Calls
+$10.8M
Net Calls Change
+$109M

Top Buyers

1
HA
HHLR Advisors
Cayman Islands
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Artisan Partners
Artisan Partners
Wisconsin
+$279M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$149M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$101M
2
Coatue Management
Coatue Management
New York
-$86.8M
3
CAC
Cowen and Company
New York
-$32.9M
4
SIM
SRS Investment Management
New York
-$32.2M
5
Invesco
Invesco
Georgia
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$489M +$279M +4,061,148 +130%
HA
2
HHLR Advisors
Cayman Islands
$471M +$476M +6,916,078 New
Morgan Stanley
3
Morgan Stanley
New York
$339M +$286M +4,149,598 +498%
Vanguard Group
4
Vanguard Group
Pennsylvania
$264M +$124M +1,799,934 +87%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$195M +$136M +1,971,741 +219%
SI
6
Salesforce Inc
California
$189M – – –
Fidelity International
7
Fidelity International
Bermuda
$187M +$61.3M +890,787 +48%
CFM
8
Comprehensive Financial Management
California
$180M +$182M +2,646,480 New
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$168M +$149M +2,163,345 +721%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$149M +$151M +2,196,622 New
Sands Capital Management
11
Sands Capital Management
Virginia
$97.3M -$3.73M -54,263 -4%
BlackRock
12
BlackRock
New York
$88.9M -$3.53M -51,358 -4%
Creative Planning
13
Creative Planning
Kansas
$85.8M +$86.6M +1,257,802 +45,018%
Capital Research Global Investors
14
Capital Research Global Investors
California
$85.5M +$37.9K +551 +0%
Tiger Global Management
15
Tiger Global Management
New York
$83.5M +$1.83M +26,600 +2%
WCM
16
Wildcat Capital Management
New York
$77.5M +$78.4M +1,139,755 New
ACA
17
Abdiel Capital Advisors
New York
$72.8M +$55.5M +806,897 +307%
GGHC
18
Gilder Gagnon Howe & Co
New York
$67.6M +$63.9M +928,693 +1,440%
SEI Investments
19
SEI Investments
Pennsylvania
$66.8M +$44.6M +647,662 +194%
IC
20
Iconiq Capital
California
$65.1M +$52.1M +757,092 +378%
LECM
21
Lead Edge Capital Management
New York
$55.5M +$54.4M +790,268 New
BC
22
Belmont Capital
California
$42M +$42.5M +617,562 New
Deutsche Bank
23
Deutsche Bank
Germany
$41.9M +$41.8M +608,098 +7,882%
GCM
24
Gladstone Capital Management
United Kingdom
$31.8M +$24.2M +351,125 +302%
Allianz Asset Management
25
Allianz Asset Management
Germany
$29.6M +$29.9M +434,845 New
1
2 3 4 5

ZM Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2019, worth a combined $4.26B — up 96% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZM positions and 58 closed out — a net gain of 23 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was HHLR Advisors, opening a new position worth an estimated $476M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $101M sold.

  • 233 institutional investors held Zoom (ZM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $4.26B of Zoom stock for Q4 2019, up 96% quarter-over-quarter.
  • 81 funds opened new Zoom positions in Q4 2019 and 58 closed out, a net change of +23 holders.
  • The largest Zoom buyer in Q4 2019 was HHLR Advisors, an estimated $476M added.
  • The largest Zoom seller in Q4 2019 was Whale Rock Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2019.