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Overview Fund Activity

867 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 349 increasing their positions, 261 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-71
Holders Change %
-7.57%
% of All Funds
15.23%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
349
Reduced
261
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$688M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$647M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$308M
5
AIM
ARK Investment Management
Florida
+$196M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$430M
2
HA
HHLR Advisors
Cayman Islands
-$398M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Artisan Partners
Artisan Partners
Wisconsin
-$279M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
551
U.S. Capital Wealth Advisors
Texas
$350K +$350K +1,340 New
BBP
552
Banco BTG Pactual
Brazil
$349K +$159K +610 +84%
BWP
553
Baldwin Wealth Partners
Massachusetts
$347K – – –
ESCM
554
Echo Street Capital Management
New York
$346K +$346K +1,324 New
TF
555
TLWM Financial
Texas
$344K +$13.9K +53 +4%
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$344K +$17.3K +66 +5%
PCA
557
Personal Capital Advisors
California
$342K +$3.4K +13 +1%
TC
558
Truvestments Capital
Florida
$339K +$13.9K +53 +4%
WF
559
Welch & Forbes
Massachusetts
$337K +$8.37K +32 +3%
CGH
560
Crossmark Global Holdings
Texas
$332K -$13.1K -50 -4%
SAS
561
Sanford Advisory Services
Michigan
$329K – – –
JSL
562
JT Stratford LLC
Georgia
$322K +$25.9K +99 +9%
KAS
563
Kemnay Advisory Services
New York
$320K +$320K +1,225 New
Bessemer Group
564
Bessemer Group
New Jersey
$313K -$36.1M -137,881 -99%
EWM
565
Echo Wealth Management
Minnesota
$313K -$10.2K -40 -3%
SCA
566
Spearhead Capital Advisors
Florida
$313K -$1.83K -7 -0.6%
MWM
567
Mission Wealth Management
California
$312K +$1.57K +6 +0.5%
FMLI
568
Fukoku Mutual Life Insurance
Japan
$311K -$342K -1,310 -52%
FCH
569
Freestone Capital Holdings
Washington
$310K +$75.4K +288 +32%
OIM
570
Oder Investment Management
California
$308K – – –
KM
571
Kalos Management
Georgia
$307K +$66.7K +255 +28%
LCS
572
Levin Capital Strategies
New York
$306K – – –
GWSG
573
GPS Wealth Strategies Group
Colorado
$306K +$21.9K +84 +8%
EN1L
574
Engine No 1 LLC
California
$306K +$130K +496 +74%
MS
575
Mizuho Securities
Japan
$302K -$1.63M -6,232 -84%
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