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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
ETC
601
Exchange Traded Concepts
Oklahoma
$1.99K – – –
KA
602
Kozak & Associates
Colorado
$1.92K – – –
BCMLT
603
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K – – –
ME
604
McIlrath & Eck
Washington
$1.85K – – –
NSIM
605
North Star Investment Management
Illinois
$1.85K – – –
PFSC
606
Peoples Financial Services Corp
Pennsylvania
$1.85K – – –
TCM
607
TD Capital Management
Tennessee
$1.85K +$1.8K +25 New
GBT
608
Grove Bank & Trust
Florida
$1.55K – – –
TLA
609
Tanglewood Legacy Advisors
Texas
$1.48K +$1.44K +20 New
FMB
610
Field & Main Bank
Kentucky
$1.48K – – –
CFFP
611
Center for Financial Planning
Michigan
$1.26K – – –
HS
612
Horan Securities
United States
$1.2K -$1.73K -24 -60%
CWA
613
Clearview Wealth Advisors
Oregon
$1.18K – – –
SWA
614
Sutton Wealth Advisors
Florida
$1.18K +$1.15K +16 New
CWA
615
Carolina Wealth Advisors
South Carolina
$1.11K +$144 +2 +15%
SC
616
Schubert & Co
Texas
$1.11K +$144 +2 +15%
CIA
617
Cape Investment Advisory
Georgia
$1.03K +$1.01K +14 New
Point72 Asset Management
618
Point72 Asset Management
Connecticut
$1.03K +$1.01K +14 New
SWA
619
SOA Wealth Advisors
New York
$1.03K +$1.01K +14 New
GCS
620
Gordian Capital (Singapore)
Singapore
$1K – – –
MFA
621
McClarren Financial Advisors
Pennsylvania
$1K – – –
RDIA
622
RE Dickinson Investment Advisors
Iowa
$1K – – –
TFGT
623
TS Financial Group (TSFG)
Illinois
$1K – – –
ADL
624
Asset Dedication LLC
California
$1K +$216 +3 +15%
SFG
625
Steward Financial Group
Texas
$1K +$793 +11 +183%
23 24
25
26 27

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.