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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
276
Assenagon Asset Management
Luxembourg
$810K -$1.9M -27,315 -70%
O
277
Ossiam
France
$802K -$20.5K -296 -3%
OC
278
Oppenheimer & Co
New York
$783K -$1.74K -25 -0.2%
CS
279
Candriam SCA
Luxembourg
$783K
AC
280
AXQ Capital
New Jersey
$755K +$750K +10,800 New
IG
281
ING Group
Netherlands
$755K +$716K +10,319 +2,172%
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$745K +$352K +5,077 +91%
JMPWA
283
JP Morgan Private Wealth Advisors
California
$744K -$69.5K -1,001 -9%
IIM
284
INTECH Investment Management
Florida
$728K -$204K -2,933 -22%
QCM
285
QRG Capital Management
Illinois
$713K +$707K +10,192 New
ASN
286
Advisory Services Network
Georgia
$705K +$31.5K +454 +5%
UOC
287
UBS O'Connor
Illinois
$699K -$694K -10,000 -50%
AWM
288
Axxcess Wealth Management
California
$685K +$2.71K +39 +0.4%
IP
289
Intellectus Partners
California
$684K -$10.4K -150 -2%
LWM
290
Lyell Wealth Management
California
$684K -$21.9K -315 -3%
IAIM
291
International Assets Investment Management
Florida
$667K +$78.2K +1,126 +13%
Aviva
292
Aviva
United Kingdom
$667K -$2.86M -41,161 -81%
Wealthfront Advisers
293
Wealthfront Advisers
California
$663K +$257K +3,697 +64%
CM
294
CastleKnight Management
New York
$657K
ICP
295
Interchange Capital Partners
Pennsylvania
$650K -$94.3K -1,358 -13%
FA
296
FDx Advisors
Illinois
$650K -$381K -5,493 -37%
HVCM
297
Hel Ved Capital Management
Hong Kong
$643K +$639K +9,200 New
X
298
Xponance
Pennsylvania
$636K +$27.8K +401 +5%
MTIM
299
Marathon Trading Investment Management
Pennsylvania
$626K +$297K +4,280 +92%
CC
300
Centiva Capital
New York
$624K +$586K +8,438 +1,729%