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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
GCP
326
GSA Capital Partners
United Kingdom
$480K -$158K -2,272 -25%
VF
327
Virtu Financial
New York
$480K +$477K +6,866 New
AWM
328
Avondale Wealth Management
Texas
$474K +$104K +1,500 +28%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$458K -$84.5K -1,217 -16%
TMAM
330
Tokio Marine Asset Management
Japan
$457K +$13.9K +200 +3%
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$455K -$19.7M -283,460 -98%
EF
332
Empowered Funds
Pennsylvania
$455K +$82.5K +1,189 +22%
PP
333
Prudential plc
United Kingdom
$451K
Corient Private Wealth
334
Corient Private Wealth
Florida
$447K +$74.7K +1,076 +20%
AAS
335
Annex Advisory Services
Wisconsin
$445K
CMI
336
Clare Market Investments
Texas
$444K -$30.7K -443 -7%
Bank Julius Baer & Co
337
Bank Julius Baer & Co
Switzerland
$443K +$46.5K +670 +12%
IWM
338
IHT Wealth Management
Illinois
$442K +$6.87K +99 +2%
IFG
339
Independent Financial Group
California
$439K +$436K +6,281 New
WIM
340
WealthPlan Investment Management
Nebraska
$439K +$403K +5,802 +1,240%
GBWM
341
Granite Bay Wealth Management
New Hampshire
$437K +$437K +6,301 New
FHA
342
Flagship Harbor Advisors
Massachusetts
$434K -$50.6K -729 -11%
MS
343
Maven Securities
Jersey
$432K +$428K +6,170 New
LA
344
LBP AM
France
$431K +$428K +6,162 New
PFO
345
Pathstone Family Office
New Jersey
$422K +$419K +6,034 New
VanEck Associates
346
VanEck Associates
New York
$422K -$34.8K -502 -8%
CC
347
Corton Capital
Ontario, Canada
$412K +$409K +5,886 New
SFG
348
Synergy Financial Group
California
$410K +$7.36K +106 +2%
WS
349
Wedbush Securities
California
$402K -$44K -634 -10%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$393K +$390K +5,613 New