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766 hedge funds and large institutions have $18B invested in Zoom in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 283 increasing their positions, 228 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 228

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.2% less ownership

Funds ownership: 63.64%62.44% (-1.2%)

6% less funds holding

Funds holding: 814766 (-48)

16% less call options, than puts

Call options by funds: $2.7B | Put options by funds: $3.22B

25% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 163

36% less capital invested

Capital invested by funds: $28.3B → $18B (-$10.2B)

Holders
766
Holders Change
-48
Holders Change %
-5.9%
% of All Funds
12.08%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
123
Increased
283
Reduced
228
Closed
163
Calls
$2.7B
Puts
$3.22B
Net Calls
-$514M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
351
Prime Capital Investment Advisors
Kansas
$633K
IWM
352
IHT Wealth Management
Illinois
$619K +$12.8K +94 +2%
VPIM
353
Vanguard Personalized Indexing Management
California
$617K +$462K +3,396 +182%
OCM
354
Octahedron Capital Management
California
$615K -$5.22M -38,361 -88%
CAN
355
Cetera Advisor Networks
California
$612K -$45K -331 -6%
HSA
356
Hussman Strategic Advisors
Maryland
$610K +$707K +5,200 New
HI
357
Horizon Investments
North Carolina
$606K +$121K +888 +21%
CIA
358
Capital Impact Advisors
Massachusetts
$603K +$700K +5,147 New
DCM
359
DGS Capital Management
New Jersey
$602K
BAMF
360
BI Asset Management Fondsmaeglerselskab
Denmark
$601K +$450K +3,309 +182%
DU
361
Delphia (USA)
Ontario, Canada
$599K +$247K +1,815 +55%
CCA
362
Catalyst Capital Advisors
New York
$593K -$356K -2,614 -34%
EAM
363
Evanson Asset Management
California
$589K -$3.13K -23 -0.5%
GF
364
Gabelli Funds
New York
$586K
RA
365
Resolute Advisors
California
$586K
LFA
366
Legacy Financial Advisors
Kentucky
$586K +$680K +5,000 New
MA
367
Mutual Advisors
Nebraska
$577K +$79.2K +582 +13%
AWM
368
AE Wealth Management
Kansas
$575K -$202K -1,486 -23%
ER
369
Enlightenment Research
Florida
$574K +$666K +4,900 New
NFSG
370
Newbridge Financial Services Group
Florida
$572K +$115K +844 +21%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$562K +$372K +2,737 +133%
HIIFS
372
Harel Insurance Investments & Financial Services
Israel
$555K +$83.8K +616 +15%
IUHSA
373
Itau Unibanco Holding S.A.
Brazil
$549K +$114K +836 +22%
ODIJL
374
One Day In July LLC
Vermont
$537K
BCV
375
Banque Cantonale Vaudoise
Switzerland
$536K -$522K -3,840 -46%

ZM Hedge Fund Activity: Q1 2022 in Review

766 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2022, worth a combined $18B — down 36% from $28.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZM and 123 opened new positions — a net loss of 40 holders — while 228 trimmed existing stakes and 283 added.

The largest buyer was Renaissance Technologies, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.17B.

  • 766 institutional investors held Zoom (ZM) as of Q1 2022, down from 814 in Q4 2021.
  • Funds reported $18B of Zoom stock for Q1 2022, down 36% quarter-over-quarter.
  • 123 funds opened new Zoom positions in Q1 2022 and 163 closed out, a net change of -40 holders.
  • The largest Zoom buyer in Q1 2022 was Renaissance Technologies, an estimated $332M added.
  • The largest Zoom seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.