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652 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 235 increasing their positions, 183 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 183

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0.69% more ownership

Funds ownership: 66.96%67.65% (+0.69%)

1% less funds holding

Funds holding: 656652 (-4)

5% less capital invested

Capital invested by funds: $12.2B → $11.5B (-$636M)

11% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.23B

Holders
652
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.24%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
84
Increased
235
Reduced
183
Closed
82
Calls
$1.1B
Puts
$1.23B
Net Calls
-$130M
Net Calls Change
+$241M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$90.9M -$6.97M -104,311 -7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$80.4M -$10.9M -163,304 -12%
CFM
28
Comprehensive Financial Management
California
$79.5M
UBS AM
29
UBS AM
Illinois
$78.3M
Pacer Advisors
30
Pacer Advisors
Pennsylvania
$69.7M -$5.25M -78,579 -7%
CIM
31
Contrarius Investment Management
Jersey
$61.8M +$60.8M +909,852 New
Amundi
32
Amundi
France
$60.7M +$23.9M +357,041 +67%
Federated Hermes
33
Federated Hermes
Pennsylvania
$59.7M +$7.29M +109,012 +14%
Charles Schwab
34
Charles Schwab
California
$58.1M +$3.59M +53,716 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$57.6M -$1.97M -29,500 -3%
Jane Street
36
Jane Street
New York
$57M +$43.8M +655,766 +356%
AQR Capital Management
37
AQR Capital Management
Connecticut
$55.8M +$9.97M +149,168 +22%
JAM
38
Jupiter Asset Management
United Kingdom
$51.3M +$38.7M +578,973 +328%
CCM
39
CloudAlpha Capital Management
Hong Kong
$49.6M +$48.9M +730,900 New
HSBC Holdings
40
HSBC Holdings
United Kingdom
$49.1M +$7.1M +106,114 +17%
GGHC
41
Gilder Gagnon Howe & Co
New York
$48.9M -$1.37M -20,480 -3%
Man Group
42
Man Group
United Kingdom
$44.4M +$43.7M +653,692 New
Invesco
43
Invesco
Georgia
$42.8M +$5.17M +77,257 +14%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$42.8M +$36.3M +543,492 +626%
ICM
45
Invenomic Capital Management
Massachusetts
$39.8M +$15.2M +226,832 +63%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$35.7M +$4.21M +62,908 +14%
Barclays
47
Barclays
United Kingdom
$35M +$5.32M +79,605 +18%
N
48
Nuveen
North Carolina
$34.9M -$2.05M -30,636 -6%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$34.7M +$2.86M +42,810 +9%
Deutsche Bank
50
Deutsche Bank
Germany
$34.4M -$3.5M -52,345 -9%

ZM Hedge Fund Activity: Q2 2023 in Review

652 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2023, worth a combined $11.5B — down 5.2% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ZM positions and 82 closed out — a net gain of 2 holders — while 235 added to existing stakes and 183 trimmed.

The largest buyer was Newlands Management Operations, adding an estimated $300M. The largest seller was Fisher Asset Management, cutting an estimated $344M.

  • 652 institutional investors held Zoom (ZM) as of Q2 2023, down from 656 in Q1 2023.
  • Funds reported $11.5B of Zoom stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 84 funds opened new Zoom positions in Q2 2023 and 82 closed out, a net change of +2 holders.
  • The largest Zoom buyer in Q2 2023 was Newlands Management Operations, an estimated $300M added.
  • The largest Zoom seller in Q2 2023 was Fisher Asset Management, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2023.