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766 hedge funds and large institutions have $18B invested in Zoom in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 283 increasing their positions, 228 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 228

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.2% less ownership

Funds ownership: 63.64%62.44% (-1.2%)

6% less funds holding

Funds holding: 814766 (-48)

16% less call options, than puts

Call options by funds: $2.7B | Put options by funds: $3.22B

25% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 163

36% less capital invested

Capital invested by funds: $28.3B → $18B (-$10.2B)

Holders
766
Holders Change
-48
Holders Change %
-5.9%
% of All Funds
12.08%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
123
Increased
283
Reduced
228
Closed
163
Calls
$2.7B
Puts
$3.22B
Net Calls
-$514M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
251
Industrial Alliance Investment Management
Quebec, Canada
$1.64M +$187K +1,373 +11%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$1.63M +$603K +4,433 +47%
PCM
253
Prelude Capital Management
New York
$1.63M +$1.89M +13,927 New
AWA
254
Arkadios Wealth Advisors
Georgia
$1.63M +$903K +6,637 +92%
MVPI
255
Maven Ventures Partners II
California
$1.61M
FCI
256
Financial Counselors Inc
Kansas
$1.59M +$360K +2,648 +24%
PAG
257
Private Advisor Group
New Jersey
$1.58M +$212K +1,557 +13%
N
258
Natixis
France
$1.57M -$6.58M -48,345 -78%
GAM
259
Gotham Asset Management
New York
$1.57M -$250K -1,841 -12%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$1.54M -$12.8K -94 -0.7%
KBC Group
261
KBC Group
Belgium
$1.52M
SFG
262
Synergy Financial Group
California
$1.5M +$178K +1,308 +11%
HIM
263
Herald Investment Management
United Kingdom
$1.47M +$1.7M +12,500 New
Lazard Asset Management
264
Lazard Asset Management
New York
$1.46M -$1.02M -7,502 -38%
Verition Fund Management
265
Verition Fund Management
Connecticut
$1.43M -$381K -2,800 -19%
KAM
266
Karani Asset Management
New York
$1.42M +$13.9K +102 +0.8%
OSIA
267
O'Shares Investment Advisers
Massachusetts
$1.4M -$483K -3,551 -23%
CM
268
Crestline Management
Texas
$1.35M +$1.57M +11,536 New
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$1.34M +$493K +3,626 +49%
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$1.34M
VI
271
Versor Investments
New York
$1.32M +$1.54M +11,292 New
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$1.32M -$797K -5,857 -34%
AWS
273
AJ Wealth Strategies
New York
$1.31M
MML Investors Services
274
MML Investors Services
Massachusetts
$1.3M -$109K -803 -7%
PAM
275
Panagora Asset Management
Massachusetts
$1.29M +$467K +3,434 +45%

ZM Hedge Fund Activity: Q1 2022 in Review

766 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2022, worth a combined $18B — down 36% from $28.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZM and 123 opened new positions — a net loss of 40 holders — while 228 trimmed existing stakes and 283 added.

The largest buyer was Renaissance Technologies, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.17B.

  • 766 institutional investors held Zoom (ZM) as of Q1 2022, down from 814 in Q4 2021.
  • Funds reported $18B of Zoom stock for Q1 2022, down 36% quarter-over-quarter.
  • 123 funds opened new Zoom positions in Q1 2022 and 163 closed out, a net change of -40 holders.
  • The largest Zoom buyer in Q1 2022 was Renaissance Technologies, an estimated $332M added.
  • The largest Zoom seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.