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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
FMAEN1
401
Fund Management at Engine No 1
California
$251K +$249K +3,585 New
Truist Financial
402
Truist Financial
North Carolina
$250K -$65K -936 -21%
LNC
403
Lincoln National Corp
Pennsylvania
$250K -$13.3K -191 -5%
XT
404
XTX Topco
Cayman Islands
$245K -$215K -3,102 -47%
CCG
405
Ceeto Capital Group
Florida
$241K
VRM
406
Vectors Research Management
New York
$239K -$2.29K -33 -0.9%
CC
407
Courier Capital
New York
$238K +$2.64K +38 +1%
CL
408
COWA LLC
Oklahoma
$238K +$236K +3,400 New
CUAMC
409
China Universal Asset Management Company
China
$237K +$46.2K +665 +24%
DF
410
Donoghue Forlines
Massachusetts
$236K -$129K -1,852 -35%
BFG
411
Bleakley Financial Group
New Jersey
$226K +$225K +3,237 New
SS
412
Simplicity Solutions
Minnesota
$226K +$225K +3,237 New
PWA
413
Phoenix Wealth Advisors
North Carolina
$224K -$1.67K -24 -0.7%
AWM
414
AE Wealth Management
Kansas
$219K +$217K +3,127 New
MFG
415
Merit Financial Group
Georgia
$214K +$212K +3,055 New
PFS
416
Prospera Financial Services
Texas
$212K +$2.98K +43 +1%
VCP
417
Verus Capital Partners
Arizona
$211K +$210K +3,024 New
CA
418
Cetera Advisors
Colorado
$209K -$14.6K -211 -7%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$208K +$101K +1,459 +96%
WEG
420
World Equity Group
Illinois
$208K -$3.82K -55 -2%
YCM
421
Yousif Capital Management
Michigan
$205K +$204K +2,934 New
PI
422
PFG Investments
New York
$205K +$203K +2,924 New
IAS
423
Insigneo Advisory Services
Florida
$204K +$203K +2,921 New
SGI
424
Summit Global Investments
Utah
$204K +$202K +2,912 New
SMH
425
Sanders Morris Harris
Texas
$202K +$201K +2,900 New