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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
EI
401
Ellevest Inc
New York
$168K +$17.5K +230 +10%
LC
402
Lindbrook Capital
California
$167K -$2.73K -36 -1%
CUAMC
403
China Universal Asset Management Company
China
$165K
TCOV
404
Trust Company of Vermont
Vermont
$157K -$33.1K -436 -16%
CI
405
CAZ Investments
Texas
$149K +$83.6K +1,100 +100%
EWA
406
EverSource Wealth Advisors
Alabama
$148K +$89.3K +1,175 +117%
CLOS
407
Compagnie Lombard Odier SCmA
Switzerland
$144K
S
408
Seeyond
France
$144K -$228 -3 -0.1%
ECM
409
EMC Capital Management
Texas
$142K
SPIA
410
Steward Partners Investment Advisory
New York
$131K -$94.7K -1,247 -39%
SGA
411
Seaport Global Advisors
Massachusetts
$131K +$14.5K +191 +11%
AA
412
Ancora Advisors
Ohio
$130K -$171K -2,247 -54%
LFG
413
Larson Financial Group
Missouri
$126K -$128K -1,679 -47%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$125K +$28.4K +374 +25%
PA
415
Parallel Advisors
California
$124K -$5.24K -69 -4%
NA
416
NewEdge Advisors
Louisiana
$121K +$281K +3,695 New
HT
417
Headlands Technologies
Illinois
$106K +$119K +1,567 New
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$103K +$25.3K +333 +28%
MA
419
Montag & Associates
Georgia
$103K +$1.22K +16 +1%
CA
420
CoreCap Advisors
Michigan
$99.4K +$111K +1,467 New
SOW
421
State of Wyoming
Wyoming
$98.2K +$110K +1,450 New
YDMI
422
Y.D. More Investments
Israel
$95.2K +$106K +1,400 New
CB
423
CNB Bank
Pennsylvania
$92.6K -$45.3K -596 -30%
MHR
424
Matthew Hamilton Rosenberg
$91.2K +$7.29K +96 +8%
DZ Bank
425
DZ Bank
Germany
$88.1K -$161K -2,116 -62%