We are live on ! Find out more

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
SSB
551
Sandy Spring Bank
Maryland
$5.46K
VCM
552
Versant Capital Management
Arizona
$5.38K +$3.82K +55 +250%
HGERS
553
Householder Group Estate & Retirement Specialist
Arizona
$5.32K +$5.28K +76 New
WT
554
Washington Trust
Rhode Island
$5.32K
CAC
555
Core Alternative Capital
Georgia
$5.25K
DF
556
DecisionPoint Financial
Arizona
$4.76K
AWM
557
Abound Wealth Management
Tennessee
$4.55K
BBHC
558
Brown Brothers Harriman & Co
New York
$4.34K +$4.23K +61 +6,100%
MCM
559
Manchester Capital Management
Vermont
$4.2K -$13.5K -195 -76%
WAM
560
WFA Asset Management
Wisconsin
$4.2K
BIA
561
Bell Investment Advisors
California
$4.2K +$902 +13 +28%
CFB
562
Cullen/Frost Bankers
Texas
$4.2K
PGAM
563
Princeton Global Asset Management
New Jersey
$4.2K
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$4.2K +$3.33K +48 +400%
CT
565
Cambridge Trust
Massachusetts
$4.13K
GEA
566
Glen Eagle Advisors
New Jersey
$3.85K
FSWA
567
Financial Synergies Wealth Advisors
Texas
$3.71K
ECM
568
Estabrook Capital Management
New York
$3.5K
HWA
569
HHM Wealth Advisors
Tennessee
$3.5K
IRC
570
Investors Research Corp
Georgia
$3.5K
QPBE
571
Quintet Private Bank (Europe)
Luxembourg
$3.5K +$69 +1 +2%
HIA
572
Harbor Investment Advisory
Maryland
$3.36K -$3.75K -54 -53%
CFD
573
Creative Financial Designs
Indiana
$3.36K
NIC
574
Northwest Investment Counselors
Oregon
$3.15K
GIA
575
GHP Investment Advisors
Colorado
$3.14K -$3.47K -50 -50%