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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
376
Sloy Dahl & Holst
Washington
$254K +$16.3K +214 +6%
HC
377
HNP Capital
New York
$252K -$10.2K -134 -3%
CFA
378
Compass Financial Advisors
Indiana
$236K +$265K +3,487 New
PWA
379
Phoenix Wealth Advisors
North Carolina
$235K -$39.1K -515 -13%
CCG
380
Ceeto Capital Group
Florida
$234K
LNC
381
Lincoln National Corp
Pennsylvania
$224K -$28.4K -374 -10%
DF
382
Donoghue Forlines
Massachusetts
$222K -$19.1K -252 -7%
TC
383
Truvestments Capital
Florida
$219K +$125K +1,652 +105%
AAS
384
Ameritas Advisory Services
Nebraska
$217K -$13K -171 -5%
NB
385
Norinchukin Bank
Japan
$215K -$24.4K -321 -9%
PFS
386
Prospera Financial Services
Texas
$213K -$28.7K -378 -11%
DCM
387
Dupont Capital Management
Delaware
$213K +$239K +3,148 New
GIA
388
Gateway Investment Advisers
Ohio
$210K -$1.97M -25,928 -89%
BRWA
389
B. Riley Wealth Advisors
Florida
$210K -$6.3K -83 -3%
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$209K +$44.9K +591 +24%
BFG
391
Bleakley Financial Group
New Jersey
$208K +$233K +3,074 New
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$206K -$301K -3,960 -57%
MCM
393
MAI Capital Management
Ohio
$204K +$5.85K +77 +3%
BC
394
Burney Company
Virginia
$203K -$4.97M -65,495 -96%
AMR
395
Asset Management Resources
Massachusetts
$201K +$226K +2,973 New
US Bancorp
396
US Bancorp
Minnesota
$197K -$259K -3,414 -54%
IUHSA
397
Itau Unibanco Holding S.A.
Brazil
$194K +$38.5K +507 +22%
FHA
398
First Horizon Advisors
Tennessee
$194K +$12.8K +169 +6%
IA
399
IFP Advisors
Florida
$180K -$184K -2,424 -51%
S
400
SignatureFD
Georgia
$170K -$4.56K -60 -2%