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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
HWM
451
HighMark Wealth Management
Minnesota
$68K +$34.7K +500 +106%
DZ Bank
452
DZ Bank
Germany
$65K -$13.9K -200 -18%
OP
453
ORG Partners
Indiana
$58.5K -$15.1K -217 -21%
MIFH
454
Migdal Insurance & Financial Holdings
Israel
$56K -$8.19K -118 -13%
AA
455
Alta Advisers
United Kingdom
$56K
PA
456
Parallel Advisors
California
$54.1K -$17.2K -248 -24%
FRA
457
Front Row Advisors
California
$52.5K
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$51K +$9.23K +133 +22%
BEI
459
Benjamin Edwards Inc
Missouri
$50K -$139 -2 -0.3%
CLOS
460
Compagnie Lombard Odier SCmA
Switzerland
$49K
CB
461
CNB Bank
Pennsylvania
$47.7K -$7.98K -115 -14%
HPC
462
HM Payson & Co
Maine
$47K
TWC
463
TD Waterhouse Canada
Ontario, Canada
$46.4K -$764 -11 -2%
AWM
464
Ameliora Wealth Management
Switzerland
$44.5K
PFPT
465
Pinnacle Financial Partners (Tennessee)
Tennessee
$44.1K
CFGS
466
Concourse Financial Group Securities
Alabama
$42.4K -$2.64K -38 -6%
First Manhattan
467
First Manhattan
New York
$41.7K -$28.5K -411 -41%
AF
468
Allworth Financial
California
$39.2K +$19.6K +282 +101%
MSFP
469
Mark Sheptoff Financial Planning
Connecticut
$35.7K
GRP
470
Global Retirement Partners
California
$34.4K -$1.25K -18 -3%
TCOV
471
Trust Company of Vermont
Vermont
$33.9K -$28.8K -415 -46%
MS
472
Mizuho Securities
Japan
$33.6K -$2.37M -34,080 -99%
FP
473
Financial Perspectives
Minnesota
$33.3K
EDRH
474
Edmond de Rothschild Holding
Switzerland
$33.2K -$49.3K -710 -60%
AS
475
AM Squared
Hong Kong
$28K +$27.8K +400 New