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Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$499M
3
KBC Group
KBC Group
Belgium
$115M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
AIM
ARK Investment Management
Florida
$414M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
NAMA
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
576
Zions Bancorporation
Utah
$3.92K – – –
PGAM
577
Princeton Global Asset Management
New Jersey
$3.92K – – –
GEA
578
Glen Eagle Advisors
New Jersey
$3.6K – – –
ME
579
McIlrath & Eck
Washington
$3.6K +$1.96K +30 +120%
FSWA
580
Financial Synergies Wealth Advisors
Texas
$3.47K – – –
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$3.33K +$2.03K +31 +155%
BL
582
BFSG LLC
California
$3.27K -$4.9K -75 -60%
AIP
583
Ameritas Investment Partners
Nebraska
$3.27K -$4.25K -65 -57%
DAM
584
Delta Asset Management
Tennessee
$3.27K – – –
ECM
585
Estabrook Capital Management
New York
$3.27K – – –
QPBE
586
Quintet Private Bank (Europe)
Luxembourg
$3.25K -$443 -6 -12%
PS
587
PayPay Securities
Japan
$3.2K +$131 +2 +4%
CFD
588
Creative Financial Designs
Indiana
$3.14K -$196 -3 -6%
HIA
589
Harbor Investment Advisory
Maryland
$3.14K – – –
ACM
590
Accent Capital Management
Ohio
$3.07K – – –
NS
591
NBC Securities
Alabama
$3K – – –
AW
592
Avion Wealth
Texas
$3K +$91 +1 +3%
PWMG
593
Private Wealth Management Group
New Jersey
$2.94K +$65 +1 +2%
NIC
594
Northwest Investment Counselors
Oregon
$2.94K +$2.94K +45 New
RFG
595
RFP Financial Group
Georgia
$2.88K +$1.44K +22 +100%
S
596
Sachetta
Massachusetts
$2.73K – – –
KFI
597
Key Financial Inc
Pennsylvania
$2.62K – – –
CWP
598
Concord Wealth Partners
Virginia
$2.62K – – –
OCM
599
Orion Capital Management
California
$2.55K – – –
TCM
600
Tradewinds Capital Management
Washington
$2.29K – – –
22 23
24
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