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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$96M +$1.7M +23,575 +2%
CFM
27
Comprehensive Financial Management
California
$86.5M
Bank of America
28
Bank of America
North Carolina
$82.4M +$50.1M +695,597 +166%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$81.6M +$23.2M +321,597 +41%
UBS AM
30
UBS AM
Illinois
$78.3M +$9.46M +131,302 +14%
Swiss National Bank
31
Swiss National Bank
Switzerland
$64.8M -$2.93M -40,600 -4%
Goldman Sachs
32
Goldman Sachs
New York
$61.2M -$81.8M -1,135,512 -58%
Charles Schwab
33
Charles Schwab
California
$59.2M +$1.79M +24,818 +3%
Federated Hermes
34
Federated Hermes
Pennsylvania
$56.8M -$13.2M -183,513 -19%
GGHC
35
Gilder Gagnon Howe & Co
New York
$54.7M +$4.9M +68,053 +10%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$50.4M +$14.8M +205,582 +43%
AQR Capital Management
37
AQR Capital Management
Connecticut
$49.1M +$26M +360,788 +116%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$45.5M -$22M -305,662 -33%
Deutsche Bank
39
Deutsche Bank
Germany
$41.3M -$4.1M -56,949 -9%
Invesco
40
Invesco
Georgia
$40.9M +$3.2M +44,358 +9%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$40.3M -$10.2M -141,612 -21%
N
42
Nuveen
North Carolina
$40.2M -$1.86M -25,877 -5%
Amundi
43
Amundi
France
$37.8M -$7.47M -103,702 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34.8M +$4.55M +63,200 +15%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$34.6M +$5.53M +76,720 +20%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$34.2M -$436K -6,046 -1%
Barclays
47
Barclays
United Kingdom
$32.2M -$24M -332,476 -43%
CS
48
Credit Suisse
Switzerland
$31M -$4.8M -66,638 -14%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$30.2M -$30.3M -420,212 -51%
Primecap Management
50
Primecap Management
California
$30.1M +$223K +3,100 +0.8%

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.