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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

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

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
BAM
626
Byrne Asset Management
New Jersey
$1K +$1.08K +15 New
BAM
627
Baldrige Asset Management
Pennsylvania
$1K +$1.44K +20 New
AW
628
Avion Wealth
Texas
$1K +$1.8K +25 New
OLVIG
629
Oliver Lagore Vanvalin Investment Group
Michigan
$886 – – –
DI
630
Disciplined Investments
Oklahoma
$812 +$504 +7 +175%
DIP
631
DT Investment Partners
Pennsylvania
$741 – – –
AAG
632
Armstrong Advisory Group
Massachusetts
$739 – – –
HFM
633
Hartford Financial Management
Connecticut
$739 – – –
MA
634
MCF Advisors
Kentucky
$739 – – –
PS
635
PayPay Securities
Japan
$738 -$504 -7 -41%
AWM
636
Accel Wealth Management
Iowa
$738 – – –
BCH
637
Berkshire Capital Holdings
California
$738 – – –
NSG
638
Nalls Sherbakoff Group
Tennessee
$721 +$721 +10 New
AWM
639
Atticus Wealth Management
Florida
$591 – – –
FFL
640
Financial Freedom LLC
Ohio
$517 – – –
NHT
641
New Hampshire Trust
New Hampshire
$517 – – –
TAM
642
Tucker Asset Management
Colorado
$443 – – –
WBC
643
West Branch Capital
Massachusetts
$370 – – –
WWM
644
Wolff Wiese Magana
California
$370 – – –
SIC
645
SJS Investment Consulting
Ohio
$370 +$72 +1 +25%
RAM
646
Riggs Asset Management
Pennsylvania
$370 +$360 +5 New
DSC
647
Duncker Streett & Co
Missouri
$369 – – –
FA
648
Financial Avengers
California
$369 – – –
Kayne Anderson Rudnick Investment Management
649
Kayne Anderson Rudnick Investment Management
California
$295 +$288 +4 New
DWA
650
Delos Wealth Advisors
Texas
$222 – – –
24 25
26
27 28

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.