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Overview Fund Activity

648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M

Top Buyers

1
NMO
1
Newlands Management Operations
Texas
$393M
2
Norges Bank
2
Norges Bank
Norway
$408M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$117M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.47B
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$109M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.01M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$268M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$114M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$336M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
626
Fiduciary Alliance
South Carolina
$611 +$611 +9 New
AWM
627
Atticus Wealth Management
Florida
$544 – – –
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$543 +$272 +4 +100%
SIC
629
SJS Investment Consulting
Ohio
$476 +$136 +2 +40%
FFL
630
Financial Freedom LLC
Ohio
$475 – – –
IPW
631
Impact Partnership Wealth
Georgia
$475 +$475 +7 New
CA
632
Crewe Advisors
Utah
$408 -$3.94K -58 -91%
CWA
633
Clearview Wealth Advisors
Oregon
$407 -$678 -10 -63%
TAM
634
Tucker Asset Management
Colorado
$407 – – –
WBC
635
West Branch Capital
Massachusetts
$340 – – –
WWM
636
Wolff Wiese Magana
California
$340 – – –
RAM
637
Riggs Asset Management
Pennsylvania
$340 – – –
DSC
638
Duncker Streett & Co
Missouri
$339 – – –
FA
639
Financial Avengers
California
$339 – – –
DWA
640
Delos Wealth Advisors
Texas
$204 – – –
FGAM
641
Financial Gravity Asset Management
Texas
$186 +$186 +68 New
IFAM
642
Institutional & Family Asset Management
Colorado
$136 – – –
VWM
643
Valley Wealth Managers
New Jersey
$136 – – –
TWD
644
True Wealth Design
Ohio
$136 +$68 +1 +100%
RCM
645
Raleigh Capital Management
North Carolina
$94 – – –
GCS
646
Gordian Capital (Singapore)
Singapore
$68 – – –
BBHC
647
Brown Brothers Harriman & Co
New York
$68 – – –
HA
648
HHLR Advisors
Cayman Islands
– -$29.9M -405,600 Closed
KHCM
649
Kettle Hill Capital Management
New York
– -$25M -338,368 Closed
MMA
650
Mizuho Markets Americas
New York
– -$21.2M -287,053 Closed
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