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

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
AIM
ARK Investment Management
Florida
$414M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
NAMA
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
351
Bank Julius Baer & Co
Switzerland
$479K -$53.3K -816 -10%
Corient Private Wealth
352
Corient Private Wealth
Florida
$479K +$10.6K +162 +2%
VPIM
353
Vanguard Personalized Indexing Management
California
$474K +$64.9K +993 +16%
AP
354
Adero Partners
California
$473K +$2.75K +42 +0.6%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$472K +$1.05K +16 +0.2%
DAS
356
Dynamic Advisor Solutions
Arizona
$468K +$7.78K +119 +2%
VCP
357
Verus Capital Partners
Arizona
$468K +$231K +3,528 +97%
PCM
358
Prelude Capital Management
New York
$467K +$467K +7,141 New
GSIAS
359
Garden State Investment Advisory Services
New Jersey
$464K -$10.8K -165 -2%
CG
360
Cutler Group
California
$464K +$464K +7,107 New
PCA
361
Pallas Capital Advisors
Massachusetts
$453K +$453K +6,933 New
YIH
362
Y-Intercept (HK)
Hong Kong
$428K -$3.9M -59,607 -90%
Mercer Global Advisors
363
Mercer Global Advisors
Colorado
$417K +$144K +2,198 +52%
IWM
364
IHT Wealth Management
Illinois
$413K -$47.6K -728 -10%
CA
365
Cetera Advisors
Colorado
$412K +$141K +2,160 +52%
AAS
366
Annex Advisory Services
Wisconsin
$411K +$1.31K +20 +0.3%
TPA
367
Trivium Point Advisory
Connecticut
$410K +$410K +6,274 New
CL
368
COWA LLC
Oklahoma
$410K +$40.7K +623 +11%
WIM
369
WealthPlan Investment Management
Nebraska
$406K +$2.48K +38 +0.6%
AAS
370
Avantax Advisory Services
Texas
$400K +$93.7K +1,433 +31%
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$394K +$61.6K +943 +19%
DPAM
372
Degroof Petercam Asset Management
Belgium
$389K – – –
IUHSA
373
Itau Unibanco Holding S.A.
Brazil
$386K -$20.9K -319 -5%
HCM
374
Helios Capital Management
Singapore
$386K – – –
WS
375
Wedbush Securities
California
$383K +$44.7K +683 +13%
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15
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