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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 %
HIA
526
Harbor Investment Advisory
Maryland
$6.92K – – –
SC
527
Stephens Consulting
Michigan
$6.86K – – –
GFPC
528
Global Financial Private Client
Florida
$6.83K – – –
IRAG
529
Investment Research & Advisory Group
Georgia
$6.79K – – –
TFA
530
Toth Financial Advisory
Virginia
$6.79K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$6.79K – – –
CTA
532
Colonial Trust Advisors
South Carolina
$6.79K – – –
GWSG
533
GPS Wealth Strategies Group
Colorado
$6.79K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$6.79K – – –
PAI
535
Pittenger & Anderson Inc
Nebraska
$6.79K +$6.79K +100 New
GIA
536
GHP Investment Advisors
Colorado
$6.66K -$13.3K -200 -67%
PA
537
PSI Advisors
Florida
$6.52K – – –
MWM
538
Mascoma Wealth Management
New Hampshire
$6.22K – – –
JWM
539
Janiczek Wealth Management
Colorado
$6.11K – – –
FFA
540
Farther Finance Advisors
California
$5.97K -$8.69K -128 -59%
AA
541
Addison Advisors
Vermont
$5.77K – – –
OPTFSNA
542
Old Point Trust & Financial Services N A
Virginia
$5.77K +$5.77K +85 New
RFA
543
Register Financial Advisors
Georgia
$5.7K – – –
EARNEST Partners
544
EARNEST Partners
Georgia
$5.43K – – –
CA
545
Clearstead Advisors
Ohio
$5.36K – – –
SSB
546
Sandy Spring Bank
Maryland
$5.3K -$3.39K -50 -39%
ZB
547
Zions Bancorporation
Utah
$5.23K +$5.23K +77 New
WT
548
Washington Trust
Rhode Island
$5.16K – – –
CAC
549
Core Alternative Capital
Georgia
$5.09K +$68 +1 +1%
CHA
550
Carmichael Hill & Associates
Maryland
$4.62K -$1.02K -15 -18%
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