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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
TRCT
426
Tower Research Capital (TRC)
New York
$190K -$1.46M -21,031 -89%
LFG
427
Larson Financial Group
Missouri
$190K +$38.4K +553 +26%
CP
428
Castleview Partners
Texas
$182K -$3.47K -50 -2%
HIIFS
429
Harel Insurance Investments & Financial Services
Israel
$180K -$782K -11,269 -81%
HCA
430
Harbor Capital Advisors
Illinois
$178K
HI
431
Harbour Investments
Wisconsin
$177K +$12.1K +175 +7%
LC
432
Lindbrook Capital
California
$177K +$1.39K +20 +0.8%
SPIA
433
Steward Partners Investment Advisory
New York
$164K +$4.51K +65 +3%
IPAM
434
ICICI Prudential Asset Management
India
$158K +$38.7K +557 +33%
HFM
435
Harvest Fund Management
China
$156K -$68.9K -992 -31%
IUHSA
436
Itau Unibanco Holding S.A.
Brazil
$156K -$203K -2,931 -57%
OAM
437
Ostrum Asset Management
France
$156K -$1.11K -16 -0.7%
FHA
438
First Horizon Advisors
Tennessee
$152K -$53.8K -775 -26%
EWA
439
EverSource Wealth Advisors
Alabama
$143K -$4.72K -68 -3%
SGA
440
Seaport Global Advisors
Massachusetts
$127K -$12.9K -186 -9%
UM
441
UniSuper Management
Australia
$112K
CMBA
442
C.M. Bidwell & Associates
Hawaii
$111K +$108K +1,555 +4,859%
MA
443
Montag & Associates
Georgia
$105K
DGAM
444
Desjardins Global Asset Management
Quebec, Canada
$96.8K -$299K -4,309 -76%
C
445
Covestor
United Kingdom
$92K +$486 +7 +0.5%
BC
446
Belmont Capital
California
$91.3K
PCM
447
Penserra Capital Management
California
$79K +$4.3K +62 +6%
AA
448
Ancora Advisors
Ohio
$75.6K -$16.7K -240 -18%
QL
449
Quarry LP
New York
$75.2K +$51.2K +738 +219%
CI
450
CAZ Investments
Texas
$70K -$83.3K -1,200 -55%