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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
NIM
301
NEOS Investment Management
Connecticut
$604K +$600K +8,640 New
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$603K +$18.8K +271 +3%
CAM
303
Claret Asset Management
Quebec, Canada
$589K
KLC
304
Knowledge Leaders Capital
Colorado
$579K +$575K +8,284 New
AAS
305
Ameritas Advisory Services
Nebraska
$578K +$576K +8,299 New
VPIM
306
Vanguard Personalized Indexing Management
California
$575K +$110K +1,582 +24%
DADC
307
D.A. Davidson & Co
Montana
$559K -$50.9K -733 -8%
KAS
308
Kestra Advisory Services
Texas
$552K +$258K +3,710 +89%
Parallax Volatility Advisers
309
Parallax Volatility Advisers
California
$550K +$546K +7,865 New
Credit Agricole
310
Credit Agricole
France
$549K -$83K -1,196 -13%
LW
311
Lauer Wealth
Indiana
$545K +$34.7K +500 +6%
NA
312
NewEdge Advisors
Louisiana
$544K +$43.9K +633 +9%
BPA
313
Beacon Pointe Advisors
California
$541K +$537K +7,731 New
MFAM
314
Motley Fool Asset Management
Virginia
$535K +$48.1K +693 +10%
BJL
315
Brighton Jones LLC
Washington
$534K -$3.47K -50 -0.7%
BA
316
Bristlecone Advisors
Washington
$532K -$69 -1 -0%
CAN
317
Cetera Advisor Networks
California
$530K +$23.7K +342 +5%
MML Investors Services
318
MML Investors Services
Massachusetts
$526K +$1.39K +20 +0.3%
HIM
319
Hillsdale Investment Management
Ontario, Canada
$515K +$512K +7,370 New
CF
320
Cantor Fitzgerald
New York
$515K
AP
321
Adero Partners
California
$512K -$2.08K -30 -0.4%
GSIAS
322
Garden State Investment Advisory Services
New Jersey
$512K +$33K +475 +7%
AIP
323
Ameritas Investment Partners
Nebraska
$500K +$111K +1,596 +29%
DAS
324
Dynamic Advisor Solutions
Arizona
$499K +$89.7K +1,293 +22%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$494K +$325K +4,684 +197%