689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
301
Kestra Private Wealth Services
Texas
$787K +$787K +10,947 New
OC
302
Oppenheimer & Co
New York
$787K -$18.6K -258 -2%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$780K +$780K +10,839 New
GC
304
Guggenheim Capital
Illinois
$765K -$5.5M -76,514 -88%
AWM
305
Axxcess Wealth Management
California
$743K +$38.4K +534 +5%
ASN
306
Advisory Services Network
Georgia
$723K -$2.16K -30 -0.3%
QCM
307
QRG Capital Management
Illinois
$718K -$15.3K -213 -2%
CS
308
Candriam SCA
Luxembourg
$717K -$87.9K -1,222 -11%
IIM
309
INTECH Investment Management
Florida
$702K -$46.5K -647 -6%
Aviva
310
Aviva
United Kingdom
$685K -$431 -6 -0.1%
LWM
311
Lyell Wealth Management
California
$684K -$19.4K -270 -3%
OCBCO
312
Oversea-Chinese Banking Corp (OCBC)
Singapore
$684K +$404K +5,615 +144%
CM
313
CastleKnight Management
New York
$676K
X
314
Xponance
Pennsylvania
$667K +$12.9K +179 +2%
ICP
315
Interchange Capital Partners
Pennsylvania
$661K -$35.4K -473 -5%
OTL
316
Oak Thistle LLC
New York
$650K +$321K +4,461 +97%
Assenagon Asset Management
317
Assenagon Asset Management
Luxembourg
$649K -$184K -2,559 -22%
AAS
318
Ameritas Advisory Services
Nebraska
$642K +$47.5K +663 +8%
MML Investors Services
319
MML Investors Services
Massachusetts
$641K +$101K +1,400 +19%
FA
320
FDx Advisors
Illinois
$637K -$31.1K -433 -5%
WC
321
Wynn Capital
Georgia
$618K +$618K +8,597 New
DADC
322
D.A. Davidson & Co
Montana
$617K +$42.1K +585 +7%
PP
323
Prudential plc
United Kingdom
$617K +$154K +2,136 +33%
Credit Agricole
324
Credit Agricole
France
$609K +$44.9K +624 +8%
MFS
325
Mirabella Financial Services
United Kingdom
$606K +$606K +8,429 New