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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
SW
351
SteelPeak Wealth
California
$392K -$447K -6,441 -53%
SAM
352
Shell Asset Management
Netherlands
$387K -$7.36K -106 -2%
CWM
353
Concentrum Wealth Management
California
$382K -$24.3K -350 -6%
VI
354
Vestcor Inc
New Brunswick, Canada
$372K
AIMCA
355
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$371K
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$355K
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$355K -$29.6K -426 -8%
MFG
358
Midwest Financial Group
Kansas
$352K
MIM
359
MetLife Investment Management
New Jersey
$348K +$5.62K +81 +2%
AAM
360
Azzad Asset Management
Virginia
$343K +$40.2K +579 +13%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$343K -$233K -3,363 -41%
EW
362
Evoke Wealth
California
$342K -$42.9K -618 -11%
AAS
363
Avantax Advisory Services
Texas
$340K -$3.54K -51 -1%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K -$221K -3,181 -40%
ODIJL
365
One Day In July LLC
Vermont
$327K +$41.8K +602 +15%
OTL
366
Oak Thistle LLC
New York
$320K +$57.4K +827 +22%
SAM
367
SP Asset Management
California
$311K +$27.8K +400 +10%
RGI
368
River Global Investors
United Kingdom
$311K -$480K -6,909 -61%
TSS
369
Two Sigma Securities
New York
$310K +$308K +4,436 New
LWA
370
Lowe Wealth Advisors
Maryland
$307K +$304K +4,385 New
AMR
371
Asset Management Resources
Massachusetts
$304K +$36.6K +528 +14%
SWP
372
Stratos Wealth Partners
Ohio
$302K +$300K +4,318 New
GS
373
Gagnon Securities
New York
$301K -$16.7K -240 -5%
BA
374
Bridgewater Associates
Connecticut
$301K -$2.76M -39,757 -90%
ALAM
375
Asahi Life Asset Management
Japan
$298K +$296K +4,260 New