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Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$499M
3
KBC Group
3
KBC Group
Belgium
$115M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
1
Public Investment Fund
Saudi Arabia
$0
2
AIM
2
ARK Investment Management
Florida
$414M
3
Morgan Stanley
3
Morgan Stanley
New York
$197M
4
NAMA
4
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
301
Mission Wealth Management
California
$838K +$65.2K +998 +8%
B
302
Bellecapital
Switzerland
$833K +$50.8K +777 +6%
AAS
303
Ameritas Advisory Services
Nebraska
$820K +$234K +3,589 +40%
AC
304
AXQ Capital
New Jersey
$817K +$817K +12,500 New
LRPA
305
L. Roy Papp & Associates
Arizona
$807K -$131K -2,000 -14%
Parallax Volatility Advisers
306
Parallax Volatility Advisers
California
$787K -$2.61M -39,980 -77%
MC
307
Machina Capital
France
$786K +$786K +12,020 New
IP
308
Intellectus Partners
California
$775K +$18.7K +286 +2%
M&T Bank
309
M&T Bank
New York
$768K +$8.69K +133 +1%
KPF
310
K2 Principal Fund
Ontario, Canada
$743K +$743K +11,369 New
Mariner
311
Mariner
Kansas
$739K -$164K -2,504 -18%
MCC
312
Malaga Cove Capital
California
$738K +$3.53K +54 +0.5%
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$722K +$406K +6,206 +128%
VEA
314
Virtus ETF Advisers
New York
$711K +$711K +10,882 New
WBC
315
Westpac Banking Corp
Australia
$709K +$687K +10,506 +3,155%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$690K -$111K -1,694 -14%
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$674K +$313K +4,789 +87%
AWM
318
Accurate Wealth Management
Florida
$670K +$440K +7,393 +191%
OC
319
Oppenheimer & Co
New York
$670K -$45.2K -691 -6%
MA
320
Mezzasalma Advisors
New Jersey
$660K -$695K -10,630 -51%
PL
321
Perpetual Ltd
Australia
$657K +$657K +10,050 New
DADC
322
D.A. Davidson & Co
Montana
$641K +$80K +1,224 +14%
MSE
323
MUFG Securities EMEA
United Kingdom
$626K -$2.61M -39,970 -81%
SSA
324
Schonfeld Strategic Advisors
New York
$621K -$742K -11,349 -54%
QCM
325
QRG Capital Management
Illinois
$619K -$33.7K -515 -5%
11 12
13
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