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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
251
Y-Intercept (HK)
Hong Kong
$1.13M +$1.1M +15,315 New
Macquarie Group
252
Macquarie Group
Australia
$1.13M +$207K +2,867 +23%
KI
253
Kula Investments
Illinois
$1.12M +$570K +7,904 +109%
GFA
254
Gifford Fong Associates
California
$1.11M
UOC
255
UBS O'Connor
Illinois
$1.11M +$1.08M +15,000 New
IAIM
256
Industrial Alliance Investment Management
Quebec, Canada
$1.09M +$39.4K +547 +4%
JMPWA
257
JP Morgan Private Wealth Advisors
California
$1.08M -$202K -2,809 -16%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$1.08M
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M -$160K -2,224 -13%
DADC
260
D.A. Davidson & Co
Montana
$1.06M +$174K +2,416 +20%
LRPA
261
L. Roy Papp & Associates
Arizona
$1.06M -$72 -1 -0%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$1.05M -$48.3K -671 -5%
HI
263
Harrington Investments
California
$1.04M +$29.9K +415 +3%
Wolverine Trading
264
Wolverine Trading
Illinois
$1.04M +$189K +2,625 +22%
MCC
265
Malaga Cove Capital
California
$1.03M +$106K +1,466 +12%
LWM
266
Lyell Wealth Management
California
$1.03M -$456K -6,335 -31%
M&T Bank
267
M&T Bank
New York
$1.02M +$145K +2,006 +17%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02M +$114K +1,581 +13%
MVPI
269
Maven Ventures Partners II
California
$1.01M
Balyasny Asset Management
270
Balyasny Asset Management
Illinois
$1M +$977K +13,566 New
OC
271
Oppenheimer & Co
New York
$993K +$542K +7,524 +127%
BBA
272
Baader Bank Aktiengesellschaft
Germany
$979K +$348K +4,824 +57%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$967K +$379K +5,263 +67%
CA
274
Continuum Advisory
Idaho
$958K +$934K +12,968 New
GVAG
275
Great Valley Advisor Group
Delaware
$943K +$8.43K +117 +0.9%

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.