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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
301
SteelPeak Wealth
California
$526K -$147K -1,933 -20%
Comerica Bank
302
Comerica Bank
Texas
$525K -$5.24K -69 -0.9%
DA
303
Duality Advisers
Florida
$524K +$588K +7,735 New
SMFG
304
Sumitomo Mitsui Financial Group
Japan
$516K -$362K -4,762 -39%
ACM
305
Aquatic Capital Management
Illinois
$515K +$577K +7,600 New
KLC
306
Knowledge Leaders Capital
Colorado
$510K -$33.1K -436 -5%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$506K -$76.6K -1,008 -12%
SCP
308
Stamos Capital Partners
California
$503K +$150K +1,980 +36%
IMRF
309
Illinois Municipal Retirement Fund
Illinois
$502K
AP
310
Adero Partners
California
$498K +$76 +1 +0%
CAM
311
Claret Asset Management
Quebec, Canada
$498K -$36.2K -476 -6%
KI
312
Kula Investments
Illinois
$492K +$552K +7,270 New
CCM
313
CAAS Capital Management
New York
$487K -$272K -3,582 -33%
BA
314
Bridgewater Associates
Connecticut
$484K -$245K -3,231 -31%
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$470K +$177K +2,334 +51%
PP
316
Prudential plc
United Kingdom
$462K +$264K +3,470 +103%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$455K +$328K +4,321 +180%
IWM
318
IHT Wealth Management
Illinois
$453K -$2.73K -36 -0.5%
CAN
319
Claraphi Advisory Network
United States
$453K +$254K +3,339 +100%
MFAM
320
Motley Fool Asset Management
Virginia
$449K -$18.1K -238 -3%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$448K +$146K +1,916 +41%
QCM
322
Quantinno Capital Management
New York
$440K -$1.35M -17,789 -73%
RGI
323
River Global Investors
United Kingdom
$435K +$488K +6,419 New
AAS
324
Annex Advisory Services
Wisconsin
$431K
ESCM
325
Echo Street Capital Management
New York
$416K +$466K +6,136 New