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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1.03% more ownership

Funds ownership: 65.93% → 66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651 → 656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$90.1M
4
Bank of America
Bank of America
North Carolina
+$50.1M
5
NMO
Newlands Management Operations
Texas
+$46.6M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$81.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$68.7M
3
GS
Gagnon Securities
New York
-$62.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$57.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
576
Investors Research Corp
Georgia
$3.69K – – –
CFD
577
Creative Financial Designs
Indiana
$3.54K -$18K -250 -84%
BAAM
578
Baker Avenue Asset Management
California
$3.4K +$2.74K +38 +475%
GEA
579
Glen Eagle Advisors
New Jersey
$3.32K -$937 -13 -22%
NIC
580
Northwest Investment Counselors
Oregon
$3.32K – – –
OCM
581
Osterweis Capital Management
California
$3.32K – – –
VF
582
VitalStone Financial
Texas
$3K – – –
KFI
583
Key Financial Inc
Pennsylvania
$2.95K – – –
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$2.95K +$2.23K +31 +344%
VWM
585
Venturi Wealth Management
Texas
$2.95K +$2.88K +40 New
OCM
586
Orion Capital Management
California
$2.88K – – –
Commonwealth Equity Services
587
Commonwealth Equity Services
Massachusetts
$2.74K -$494K -6,859 -16%
TCM
588
Tradewinds Capital Management
Washington
$2.58K – – –
ACM
589
Antonetti Capital Management
Florida
$2.58K – – –
FWM
590
Focused Wealth Management
New York
$2.51K +$1.23K +17 +100%
WPA
591
West Paces Advisors
Georgia
$2.36K -$721 -10 -24%
CMBA
592
C.M. Bidwell & Associates
Hawaii
$2.36K – – –
KFS
593
Kelly Financial Services
Massachusetts
$2.21K -$648 -9 -23%
AIC
594
Archer Investment Corporation
Indiana
$2.21K – – –
CHC
595
City Holding Co
West Virginia
$2.21K – – –
EBA
596
Eagle Bay Advisors
New York
$2.21K – – –
MIM
597
Macroview Investment Management
Maryland
$2.14K – – –
AA
598
AlphaMark Advisors
Kentucky
$2K – – –
EWM
599
Endurance Wealth Management
Rhode Island
$2K – – –
LJHT
600
Laurie J. Hall Trustee
$2K +$1.87K +26 New
22 23
24
25 26

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.