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Overview Fund Activity

658 hedge funds and large institutions have $12B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 240 increasing their positions, 185 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
107
Increased
240
Reduced
185
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
2
Two Sigma Investments
Two Sigma Investments
New York
+$108M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$100M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$79.8M
5
EAM
Eagle Asset Management
Florida
+$72.5M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$270M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$218M
3
NAMA
Nikko Asset Management Americas
New York
-$186M
4
AIM
ARK Investment Management
Florida
-$176M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
401
Midwest Financial Group
Kansas
$308K -$20.9K -300 -6%
BTI
402
Blue Trust Inc
Georgia
$302K +$163K +2,760 +118%
MFG
403
Menard Financial Group
Texas
$302K +$11.6K +166 +4%
CHAM
404
Clear Harbor Asset Management
Connecticut
$298K +$298K +4,275 New
FTDI
405
First Trust Direct Indexing
Massachusetts
$290K +$290K +4,155 New
MGP
406
Metis Global Partners
California
$282K +$18.6K +267 +7%
ODIJL
407
One Day In July LLC
Vermont
$280K – – –
LFA
408
Legacy Financial Advisors
Kentucky
$279K – – –
AWM
409
Ariadne Wealth Management
California
$276K +$276K +3,442 New
CA
410
Claro Advisors
Massachusetts
$276K +$276K +3,954 New
AWA
411
Aaron Wealth Advisors
Illinois
$275K +$275K +3,943 New
EM
412
Excalibur Management
Massachusetts
$272K -$30.7K -440 -10%
PNC Financial Services Group
413
PNC Financial Services Group
Pennsylvania
$270K -$42.6K -611 -14%
VRM
414
Vectors Research Management
New York
$270K +$17.9K +256 +7%
YCM
415
Yousif Capital Management
Michigan
$266K +$13.3K +190 +5%
PWA
416
Prairie Wealth Advisors
Nebraska
$266K -$48.1K -690 -15%
CC
417
Courier Capital
New York
$251K +$251K +3,596 New
II
418
Ibex Investors
Colorado
$244K – – –
MWM
419
Meridian Wealth Management
Kentucky
$242K -$6.14K -88 -2%
S
420
SignatureFD
Georgia
$240K +$27K +387 +13%
MYAM
421
Meiji Yasuda Asset Management
Japan
$238K – – –
ODG
422
O'Dell Group
Ohio
$236K +$236K +3,381 New
IWM
423
IHT Wealth Management
Illinois
$235K -$233K -3,347 -50%
SFC
424
SYM Financial Corp
Indiana
$234K +$234K +3,361 New
IAA
425
Independent Advisor Alliance
North Carolina
$233K -$7.11K -102 -3%
15 16
17
18 19