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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 %
OAM
401
Oxford Asset Management
United Kingdom
$304K +$304K +4,656 New
HFM
402
Harvest Fund Management
China
$297K +$282K +4,310 +1,850%
SAM
403
SP Asset Management
California
$291K – – –
DF
404
Donoghue Forlines
Massachusetts
$286K +$73.5K +1,124 +35%
WC
405
Weil Company
California
$277K +$4.51K +69 +2%
OTL
406
Oak Thistle LLC
New York
$274K -$317K -4,855 -54%
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$271K -$148K -2,262 -35%
PTC
408
Petrus Trust Company
Texas
$270K +$23.1K +354 +9%
EM
409
Excalibur Management
Massachusetts
$269K +$5.23K +80 +2%
MFG
410
Merit Financial Group
Georgia
$268K +$268K +4,335 New
LWA
411
Lowe Wealth Advisors
Maryland
$265K -$13.1K -200 -5%
PNC Financial Services Group
412
PNC Financial Services Group
Pennsylvania
$265K -$73.8K -1,129 -22%
ODIJL
413
One Day In July LLC
Vermont
$263K – – –
LFA
414
Legacy Financial Advisors
Kentucky
$261K – – –
PIA
415
Panoramic Investment Advisors
Colorado
$261K – – –
Jacobs Levy Equity Management
416
Jacobs Levy Equity Management
New Jersey
$260K +$260K +3,970 New
AWM
417
Avitas Wealth Management
California
$256K -$2.16K -33 -0.8%
GAA
418
Global Assets Advisory
Florida
$254K +$254K +16,441 New
WPC
419
Wedmont Private Capital
Pennsylvania
$253K +$253K +3,968 New
CP
420
Castleview Partners
Texas
$250K -$1.31K -20 -0.5%
AP
421
Americana Partners
Texas
$249K -$4.51K -69 -2%
SCM
422
Stevens Capital Management
Pennsylvania
$246K +$246K +3,756 New
SWP
423
Stratos Wealth Partners
Ohio
$244K -$17.3K -264 -7%
IAA
424
Independent Advisor Alliance
North Carolina
$243K +$37.2K +569 +18%
VRM
425
Vectors Research Management
New York
$237K +$589 +9 +0.2%
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