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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B +$887M +2,631,799 +15%
Morgan Stanley
2
Morgan Stanley
New York
$3.43B +$245M +726,667 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.42B +$33M +97,914 +0.8%
BlackRock
4
BlackRock
New York
$2.74B +$10.1M +29,955 +0.3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$2.08B -$32.1M -95,084 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.34B +$532M +1,576,898 +44%
Tiger Global Management
7
Tiger Global Management
New York
$1.25B +$162M +481,610 +11%
State Street
8
State Street
Massachusetts
$1.22B -$188K -559 -0%
AIM
9
ARK Investment Management
Florida
$1.16B +$253M +749,851 +20%
Renaissance Technologies
10
Renaissance Technologies
New York
$841M +$186M +553,017 +21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$820M +$834M +2,474,510 +374%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$781M +$198M +587,211 +24%
NAMA
13
Nikko Asset Management Americas
New York
$639M +$202M +599,507 +34%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$562M -$26.9M -79,649 -4%
Coatue Management
15
Coatue Management
New York
$508M +$172M +509,261 +36%
First Trust Advisors
16
First Trust Advisors
Illinois
$472M +$103M +306,906 +21%
Northern Trust
17
Northern Trust
Illinois
$375M +$16.6M +49,151 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$330M +$8.08M +23,954 +2%
Viking Global Investors
19
Viking Global Investors
Connecticut
$308M +$398M +1,178,992 New
Capital Research Global Investors
20
Capital Research Global Investors
California
$307M -$4.13M -12,235 -1%
CFM
21
Comprehensive Financial Management
California
$306M -$11.1M -33,000 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$299M -$13.5M -39,962 -3%
Bank of America
23
Bank of America
North Carolina
$265M +$65M +192,808 +23%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$254M -$11.6M -34,474 -3%
ACM
25
Altimeter Capital Management
Massachusetts
$248M +$16.9M +50,000 +6%

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.