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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
NS
576
NBC Securities
Alabama
$3K +$3.47K +50 New
AIM
577
Anchor Investment Management
South Carolina
$2.87K
CWP
578
Concord Wealth Partners
Virginia
$2.8K -$5.41K -78 -66%
KFI
579
Key Financial Inc
Pennsylvania
$2.8K
OCM
580
Orion Capital Management
California
$2.73K +$2.71K +39 New
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$2.59K
ACM
582
Antonetti Capital Management
Florida
$2.45K
TCM
583
Tradewinds Capital Management
Washington
$2.45K
Fifth Third Bancorp
584
Fifth Third Bancorp
Ohio
$2.38K -$347 -5 -13%
WPA
585
West Paces Advisors
Georgia
$2.24K
FCA
586
FinTrust Capital Advisors
South Carolina
$2.1K -$2.08K -30 -50%
MCA
587
Maryland Capital Advisors
Maryland
$2.1K
AIC
588
Archer Investment Corporation
Indiana
$2.1K
EBA
589
Eagle Bay Advisors
New York
$2.1K
MIM
590
Macroview Investment Management
Maryland
$2.03K
AA
591
AlphaMark Advisors
Kentucky
$2K
ADL
592
Asset Dedication LLC
California
$2K
AW
593
Avion Wealth
Texas
$2K +$486 +7 +28%
CAL
594
Capital Advisors Ltd
Ohio
$2K +$972 +14 +78%
CAL
595
Capital Analysts LLC
Pennsylvania
$2K +$1.53K +22 New
SSG
596
Summit Securities Group
New York
$2K +$2.01K +29 New
SFG
597
Steward Financial Group
Texas
$2K +$2.57K +37 New
FWM
598
Focused Wealth Management
New York
$1.89K -$486 -7 -21%
ME
599
McIlrath & Eck
Washington
$1.75K
NSIM
600
North Star Investment Management
Illinois
$1.75K