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Overview Fund Activity

867 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 349 increasing their positions, 261 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-71
Holders Change %
-7.57%
% of All Funds
15.23%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
349
Reduced
261
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$688M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$647M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$308M
5
AIM
ARK Investment Management
Florida
+$196M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$430M
2
HA
HHLR Advisors
Cayman Islands
-$398M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Artisan Partners
Artisan Partners
Wisconsin
-$279M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
451
Parallel Advisors
California
$661K -$278K -1,062 -30%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$661K +$37.1K +142 +6%
BCA
453
Bay Colony Advisors
Massachusetts
$660K +$186K +710 +39%
RA
454
Resolute Advisors
California
$654K – – –
CSA
455
Cottage Street Advisors
Massachusetts
$643K -$52.3K -200 -8%
AWA
456
Alta Wealth Advisors
Massachusetts
$642K +$29.8K +114 +5%
AC
457
Allstate Corporation
Illinois
$630K -$68.3K -261 -10%
EPA
458
Element Pointe Advisors
Florida
$629K -$173K -661 -22%
CB
459
Commerce Bank
Missouri
$624K -$671K -2,563 -52%
LNC
460
Lincoln National Corp
Pennsylvania
$619K -$23.3K -89 -4%
AIL
461
AGF Investments LLC
Ontario, Canada
$619K -$10.7K -41 -2%
BCA
462
Biltmore Capital Advisors
New Jersey
$619K +$23.3K +89 +4%
MAFM
463
Mid Atlantic Financial Management
Pennsylvania
$613K -$4.44K -17 -0.7%
NIA
464
NIA Impact Advisors
California
$613K +$86.3K +330 +16%
CRWM
465
Castle Rock Wealth Management
California
$601K -$142K -547 -19%
RC
466
Rinet Company
Massachusetts
$591K +$591K +2,260 New
BIAS
467
Beacon Investment Advisory Services
New Jersey
$583K +$89.5K +342 +18%
EFM
468
E Fund Management
China
$580K +$580K +2,219 New
EWA
469
Exencial Wealth Advisors
Oklahoma
$575K +$315K +1,206 +121%
KA
470
Kercheville Advisors
Texas
$569K -$13.1K -50 -2%
BRWM
471
B. Riley Wealth Management
Tennessee
$569K -$6.28K -24 -1%
AAM
472
Advisors Asset Management
Colorado
$568K +$74.8K +286 +15%
Marshall Wace
473
Marshall Wace
United Kingdom
$567K -$8M -30,633 -93%
TSS
474
Two Sigma Securities
New York
$567K +$237K +908 +72%
KeyBank National Association
475
KeyBank National Association
Ohio
$561K +$177K +675 +46%
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