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Overview Fund Activity

648 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, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M

Top Buyers

1
NMO
Newlands Management Operations
Texas
$393M
2
Norges Bank
Norges Bank
Norway
$408M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$117M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.47B
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$109M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$2.01M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$268M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
5
Renaissance Technologies
Renaissance Technologies
New York
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
501
BDO Wealth Advisors
Florida
$10.7K – – –
CCA
502
Column Capital Advisors
Indiana
$10.3K – – –
WWP
503
WR Wealth Planners
Missouri
$10.2K +$136 +2 +1%
MAWCM
504
Mine & Arao Wealth Creation & Management
California
$10.2K +$10.2K +150 New
SWM
505
Sanctuary Wealth Management
Idaho
$10.2K +$10.2K +150 New
CCA
506
Catalyst Capital Advisors
New York
$9.16K -$815 -12 -8%
GI
507
Gradient Investments
Minnesota
$9.16K – – –
BWM
508
Baystate Wealth Management
Massachusetts
$8.82K +$8.82K +130 New
PFBT
509
Parkside Financial Bank & Trust
Missouri
$8.69K -$5.97K -88 -41%
WT
510
Whittier Trust
California
$8.49K – – –
PTC
511
Private Trust Company
Ohio
$8.21K +$950 +14 +13%
CWP
512
Concord Wealth Partners
Virginia
$8.01K +$1.02K +15 +15%
JWA
513
JFS Wealth Advisors
Pennsylvania
$7.88K +$136 +2 +2%
FFA
514
Fairfield Financial Advisors
Massachusetts
$7.81K -$3.06K -45 -28%
CYG
515
Clean Yield Group
Vermont
$7.81K – – –
WIM
516
Westside Investment Management
California
$7.74K – – –
BCWM
517
Bartlett & Co Wealth Management
Ohio
$7.47K +$2.38K +35 +47%
AF
518
Advisornet Financial
Minnesota
$7.4K -$272 -4 -4%
CT
519
Clearstead Trust
Maine
$7.38K – – –
CSB
520
City State Bank
Iowa
$7K – – –
BFEC
521
Benjamin F. Edwards & Company
Missouri
$7K – – –
CFG
522
CKW Financial Group
Hawaii
$7K – – –
TWM
523
Tradition Wealth Management
Minnesota
$7K +$1.7K +24 +32%
BC
524
Bartlett & Co
Ohio
$7K +$2.23K +35 +47%
TSWM
525
Tyler-Stone Wealth Management
Ohio
$7K +$7K +108 New
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