Zoom
514 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 327 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.
679% more first-time investments, than exits
New positions opened: 327 | Existing positions closed: 42
175% more capital invested
Capital invested by funds: $4.26B → $11.7B (+$7.46B)
121% more funds holding
Funds holding: 233 → 514 (+281)
100% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 57
73% more funds holding in top 10
Funds holding in top 10: 15 → 26 (+11)
34% more call options, than puts
Call options by funds: $1.2B | Put options by funds: $894M
6.95% more ownership
Funds ownership: 55.97% → 62.91% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$711M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$464M |
| 3 |
Renaissance Technologies
New York
|
+$274M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$203M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$203M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$142M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$141M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$107M |
| 5 |
WCM
Wildcat Capital Management
New York
|
-$91.3M |
ZM Hedge Fund Activity: Q1 2020 in Review
514 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2020, worth a combined $11.7B — up 175% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 327 funds opened new ZM positions and 42 closed out — a net gain of 285 holders — while 114 added to existing stakes and 57 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $711M. The largest seller was T. Rowe Price Associates, cutting an estimated $203M.
- 514 institutional investors held Zoom (ZM) as of Q1 2020, up from 233 in Q4 2019.
- Funds reported $11.7B of Zoom stock for Q1 2020, up 175% quarter-over-quarter.
- 327 funds opened new Zoom positions in Q1 2020 and 42 closed out, a net change of +285 holders.
- The largest Zoom buyer in Q1 2020 was Morgan Stanley, an estimated $711M added.
- The largest Zoom seller in Q1 2020 was T. Rowe Price Associates, an estimated $203M sold.
Based on aggregated 13F filings for Q1 2020.