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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
Morgan Stanley
1
Morgan Stanley
New York
$4.55B -$427M -957,811 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.97B +$419M +939,544 +9%
BlackRock
3
BlackRock
New York
$3.61B +$804M +1,804,237 +20%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$2.23B +$138M +308,957 +5%
State Street
5
State Street
Massachusetts
$1.25B +$101M +227,317 +7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.21B +$275M +616,991 +21%
HA
7
HHLR Advisors
Cayman Islands
$1.01B -$905M -2,030,784 -41%
Coatue Management
8
Coatue Management
New York
$849M +$18.2M +40,740 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$806M -$1.27B -2,859,325 -54%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$740M +$245M +550,238 +33%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$646M +$531M +1,191,062 +164%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$615M +$378M +846,974 +87%
CFM
13
Comprehensive Financial Management
California
$556M -$111M -248,800 -13%
First Trust Advisors
14
First Trust Advisors
Illinois
$490M +$91.5M +205,186 +16%
Tiger Global Management
15
Tiger Global Management
New York
$487M -$166M -373,327 -21%
Jennison Associates
16
Jennison Associates
New York
$457M +$603M +1,351,878 +44,853%
Norges Bank
17
Norges Bank
Norway
$456M -$119M -266,911 -16%
Goldman Sachs
18
Goldman Sachs
New York
$398M -$177M -398,062 -25%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$380M +$327M +733,500 +186%
Northern Trust
20
Northern Trust
Illinois
$361M -$18.6M -41,696 -4%
Artisan Partners
21
Artisan Partners
Wisconsin
$360M -$552M -1,238,993 -54%
Sands Capital Management
22
Sands Capital Management
Virginia
$358M -$4.11M -9,215 -0.9%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$355M +$172M +386,221 +58%
WRCM
24
Whale Rock Capital Management
Massachusetts
$354M -$200M -448,168 -30%
Legal & General Group
25
Legal & General Group
United Kingdom
$349M +$51.2M +114,816 +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.