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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
CWP
376
Cyndeo Wealth Partners
Florida
$297K +$17.1K +246 +6%
SC
377
Sepio Capital
Utah
$296K
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$294K +$292K +4,210 New
MGP
379
Metis Global Partners
California
$294K +$31.8K +458 +12%
SM
380
STF Management
Texas
$289K +$287K +4,134 New
YMRC
381
Yorktown Management & Research Company
Virginia
$287K -$131K -1,890 -32%
EM
382
Excalibur Management
Massachusetts
$286K +$18K +259 +7%
TC
383
Truvestments Capital
Florida
$283K +$5.76K +83 +2%
Comerica Bank
384
Comerica Bank
Texas
$280K +$278K +4,004 New
CPM
385
Connective Portfolio Management
New York
$280K +$278K +4,000 New
AWM
386
Avitas Wealth Management
California
$278K -$8.88K -128 -3%
SFI
387
Siemens Fonds Invest
Germany
$277K -$372K -5,353 -58%
CMTU
388
Capital Markets Trading (UK)
United Kingdom
$273K +$271K +3,901 New
OCBCO
389
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K +$270K +3,895 New
SDH
390
Sloy Dahl & Holst
Washington
$271K +$8.81K +127 +3%
MC
391
Machina Capital
France
$271K +$59.8K +862 +29%
BFM
392
Boothbay Fund Management
New York
$270K +$268K +3,864 New
FTDI
393
First Trust Direct Indexing
Massachusetts
$269K -$14K -202 -5%
AP
394
Americana Partners
Texas
$268K +$272K +3,912 New
NC
395
NinePointTwo Capital
California
$266K +$265K +3,811 New
S
396
SignatureFD
Georgia
$266K +$32.6K +470 +14%
IAA
397
Independent Advisor Alliance
North Carolina
$265K -$9.51K -137 -3%
CMF
398
Counterpoint Mutual Funds
California
$261K +$259K +3,731 New
US Bancorp
399
US Bancorp
Minnesota
$251K +$81.5K +1,174 +49%
ACM
400
Alpha Capital Management
Texas
$251K +$249K +3,586 New