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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 %
FAM
601
Fulcrum Asset Management
United Kingdom
$255K -$470K – –
CFA
602
Carroll Financial Associates
North Carolina
$252K -$74.8K -286 -23%
RPWA
603
Regent Peak Wealth Advisors
Georgia
$250K -$13.6K -52 -5%
NAM
604
NorthCoast Asset Management
Connecticut
$249K -$3.13K -12 -1%
RG
605
Rathbones Group
United Kingdom
$247K -$9.14K -35 -4%
KPW
606
Kore Private Wealth
New York
$247K -$785 -3 -0.3%
GVAG
607
Great Valley Advisor Group
Delaware
$247K +$27K +103 +12%
AWA
608
Arkadios Wealth Advisors
Georgia
$246K -$124K -475 -33%
First Manhattan
609
First Manhattan
New York
$246K +$1.83K +7 +0.7%
STA
610
Summit Trail Advisors
New York
$245K +$103K +394 +73%
FNBT
611
FineMark National Bank & Trust
Florida
$244K -$10.5K -40 -4%
ISL
612
Ingalls & Snyder LLC
New York
$243K -$523 -2 -0.2%
PWLP
613
Prio Wealth Limited Partnership
Massachusetts
$243K – – –
SWM
614
Selective Wealth Management
Virginia
$242K +$157K +600 +185%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$241K +$1.31K +5 +0.5%
SDWIA
616
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$240K +$1.31K +5 +0.5%
DZ Bank
617
DZ Bank
Germany
$240K +$5.22K +20 +2%
EGM
618
Engineers Gate Manager
New York
$238K +$238K +909 New
FCM
619
Firestone Capital Management
Florida
$237K – – –
SCA
620
Sassicaia Capital Advisers
New York
$235K +$235K +900 New
KP
621
Keel Point
Alabama
$232K +$6.8K +26 +3%
SEIA
622
Signature Estate & Investment Advisors
California
$230K -$2.09K -8 -0.9%
CRC
623
Curi RMB Capital
Illinois
$230K – – –
CP
624
Capital Planning
Washington
$230K – – –
CAAS
625
Capital Asset Advisory Services
Michigan
$227K +$42.9K +164 +23%
23 24
25
26 27