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 %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$461K -$159K -2,216 -26%
VPIM
352
Vanguard Personalized Indexing Management
California
$451K -$140K -1,953 -24%
AAS
353
Annex Advisory Services
Wisconsin
$451K -$7.19K -100 -2%
IUHSA
354
Itau Unibanco Holding S.A.
Brazil
$448K +$288K +4,002 +180%
WIM
355
WealthPlan Investment Management
Nebraska
$444K -$7.26K -101 -2%
LA
356
LBP AM
France
$443K
DPAM
357
Degroof Petercam Asset Management
Belgium
$428K +$428K +5,956 New
HCM
358
Helios Capital Management
Singapore
$424K +$424K +5,900 New
OQS
359
Occudo Quantitative Strategies
Florida
$417K +$417K +5,794 New
CL
360
COWA LLC
Oklahoma
$406K +$162K +2,250 +66%
NA
361
NewEdge Advisors
Louisiana
$405K -$139K -1,992 -26%
IMCOOI
362
Investment Management Corp of Ontario (IMCO)
Canada
$397K +$397K +5,517 New
SW
363
SteelPeak Wealth
California
$393K -$9.71K -135 -2%
CWM
364
Concentrum Wealth Management
California
$385K -$7.19K -100 -2%
AIMCA
365
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$381K
VI
366
Vestcor Inc
New Brunswick, Canada
$378K -$4.46K -62 -1%
FHA
367
Flagship Harbor Advisors
Massachusetts
$374K -$72.6K -1,010 -16%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$373K -$98.4K -1,368 -21%
WS
369
Wedbush Securities
California
$372K -$40.8K -568 -10%
Fisher Asset Management
370
Fisher Asset Management
Washington
$372K -$895K -12,439 -71%
AAM
371
Azzad Asset Management
Virginia
$366K +$13.1K +182 +4%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$365K
TSS
373
Two Sigma Securities
New York
$364K +$44.6K +620 +14%
MFG
374
Midwest Financial Group
Kansas
$362K
N
375
Natixis
France
$358K -$2.22M -30,905 -86%