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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
626
Impact Partnership Wealth
Georgia
$559 +$69 +1 +14%
FAM
627
Flaharty Asset Management
Florida
$490 +$486 +7 New
CAS
628
Coppell Advisory Solutions
Texas
$474 +$486 +7 New
LFA
629
LGT Financial Advisors
Texas
$420 +$416 +6 New
FA
630
Financial Avengers
California
$350
RAM
631
Riggs Asset Management
Pennsylvania
$350
WBC
632
West Branch Capital
Massachusetts
$350
WWM
633
Wolff Wiese Magana
California
$350
AP
634
Atwood & Palmer
Missouri
$350 +$347 +5 New
GWMIA
635
Global Wealth Management Investment Advisory
Florida
$350 +$347 +5 New
DWA
636
Delos Wealth Advisors
Texas
$214
CFS
637
CGC Financial Services
Oregon
$210 -$625 -9 -75%
AWM
638
Atticus Wealth Management
Florida
$210 -$347 -5 -63%
IFAM
639
Institutional & Family Asset Management
Colorado
$140
TWD
640
True Wealth Design
Ohio
$140
VWM
641
Valley Wealth Managers
New Jersey
$140
RCM
642
Raleigh Capital Management
North Carolina
$97
GCS
643
Gordian Capital (Singapore)
Singapore
$69
CS
644
Clear Street
New York
-$20.4M -300,000 Closed
Point72 Asset Management
645
Point72 Asset Management
Connecticut
-$18.3M -269,489 Closed
Connor, Clark & Lunn Investment Management (CC&L)
646
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$10.6M -156,095 Closed
VIA
647
Vident Investment Advisory
Georgia
-$8.7M -128,165 Closed
TC
648
TwinBeech Capital
New York
-$7.28M -107,276 Closed
MGIM
649
M&G Investment Management
United Kingdom
-$5.89M -86,689 Closed
PI
650
PEAK6 Investments
Illinois
-$5.83M -83,954 Closed