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930 hedge funds and large institutions have $40.9B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 392 increasing their positions, 263 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 263

5% more capital invested

Capital invested by funds: $39B → $40.9B (+$1.83B)

3% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 142

1% less funds holding

Funds holding: 937930 (-7)

3.7% less ownership

Funds ownership: 58.01%54.31% (-3.7%)

23% less call options, than puts

Call options by funds: $4.63B | Put options by funds: $5.99B

37% less funds holding in top 10

Funds holding in top 10: 3522 (-13)

Holders
930
Holders Change
-7
Holders Change %
-0.75%
% of All Funds
16.33%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
146
Increased
392
Reduced
263
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.03B +$3.3B +8,964,122 +251%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.98B +$235M +638,230 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.74B -$685M -1,860,678 -14%
BlackRock
4
BlackRock
New York
$3.62B +$197M +535,410 +5%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$2.6B +$550M +1,495,639 +23%
State Street
6
State Street
Massachusetts
$1.26B +$81.4M +221,042 +6%
AIM
7
ARK Investment Management
Florida
$965M +$754M +2,047,276 +214%
Renaissance Technologies
8
Renaissance Technologies
New York
$810M +$48.7M +132,329 +6%
Tiger Global Management
9
Tiger Global Management
New York
$787M +$370M +1,005,231 +70%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$760M +$64.1M +174,042 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$742M +$179M +486,502 +27%
HA
12
HHLR Advisors
Cayman Islands
$635M -$370M -1,005,299 -34%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$598M +$297M +807,267 +77%
First Trust Advisors
14
First Trust Advisors
Illinois
$463M -$4.17M -11,342 -0.8%
Jennison Associates
15
Jennison Associates
New York
$461M +$29.8M +81,055 +6%
Norges Bank
16
Norges Bank
Norway
$434M -$676K -1,837 -0.1%
CFM
17
Comprehensive Financial Management
California
$425M -$120M -325,000 -20%
Northern Trust
18
Northern Trust
Illinois
$417M +$84.3M +228,956 +21%
NAMA
19
Nikko Asset Management Americas
New York
$402M +$289M +786,269 +170%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$379M +$60.8M +165,281 +16%
Coatue Management
21
Coatue Management
New York
$378M -$493M -1,338,621 -53%
Legal & General Group
22
Legal & General Group
United Kingdom
$349M +$19.7M +53,503 +5%
Capital Research Global Investors
23
Capital Research Global Investors
California
$347M +$229M +621,117 +136%
Sands Capital Management
24
Sands Capital Management
Virginia
$338M -$2.88M -7,828 -0.7%
Bank of America
25
Bank of America
North Carolina
$302M +$91.6M +248,934 +36%

ZM Hedge Fund Activity: Q1 2021 in Review

930 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2021, worth a combined $40.9B — up 4.7% from $39B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ZM positions and 142 closed out — a net gain of 4 holders — while 392 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.3B. The largest seller was Morgan Stanley, cutting an estimated $685M.

  • 930 institutional investors held Zoom (ZM) as of Q1 2021, down from 937 in Q4 2020.
  • Funds reported $40.9B of Zoom stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 146 funds opened new Zoom positions in Q1 2021 and 142 closed out, a net change of +4 holders.
  • The largest Zoom buyer in Q1 2021 was T. Rowe Price Associates, an estimated $3.3B added.
  • The largest Zoom seller in Q1 2021 was Morgan Stanley, an estimated $685M sold.

Based on aggregated 13F filings for Q1 2021.