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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
HNB
476
Huntington National Bank
Ohio
$25.2K +$625 +9 +3%
UB
477
UMB Bank
Missouri
$24.8K -$6.18K -89 -20%
WBC
478
Westpac Banking Corp
Australia
$23.3K -$108K -1,553 -82%
OIA
479
Optimum Investment Advisors
Illinois
$22.7K
HWA
480
Heritage Wealth Advisors
Virginia
$21K
LS
481
Livforsakringsbolaget Skandia
Sweden
$21K
TLCM
482
Twin Lakes Capital Management
California
$20.8K
IA
483
IFP Advisors
Florida
$20.4K -$16.7K -241 -45%
GWS
484
Glassman Wealth Services
Virginia
$20.2K +$6.18K +89 +45%
HFS
485
Hantz Financial Services
Michigan
$20K +$3.47K +50 +21%
CWM
486
CarsonAllaria Wealth Management
Illinois
$19.8K -$2.29K -33 -10%
FAM
487
Fred Alger Management
New York
$19.8K +$19.6K +283 New
BAM
488
Bellevue Asset Management
Washington
$18.2K
SS
489
Sunbelt Securities
Texas
$18K +$1.18K +17 +7%
MHR
490
Matthew Hamilton Rosenberg
$17.5K
VWM
491
Venturi Wealth Management
Texas
$17.1K +$16.9K +244 New
Bessemer Group
492
Bessemer Group
New Jersey
$17K -$1.39K -20 -8%
SIS
493
Sound Income Strategies
Florida
$16.9K
BLC
494
Brown, Lisle/Cummings
Rhode Island
$15.7K
PP
495
PFS Partners
New Jersey
$15.7K +$15.6K +225 New
RTC
496
Riverview Trust Company
Washington
$15.7K +$15.5K +224 New
RA
497
Rise Advisors
New York
$15.5K -$1.67K -24 -10%
SN
498
Sittner & Nelson
Oregon
$14.7K
HCM
499
Highlander Capital Management
New Jersey
$14K
HCP
500
Hexagon Capital Partners
Arkansas
$14K