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Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$499M
3
KBC Group
3
KBC Group
Belgium
$115M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
1
Public Investment Fund
Saudi Arabia
$0
2
AIM
2
ARK Investment Management
Florida
$414M
3
Morgan Stanley
3
Morgan Stanley
New York
$197M
4
NAMA
4
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
626
Fifth Third Bancorp
Ohio
$981 -$1.5K -23 -61%
BWL
627
Bogart Wealth LLC
Virginia
$981 – – –
BCMLT
628
Beacon Capital Management LLC (Tennessee)
Tennessee
$981 – – –
SAM
629
Smartleaf Asset Management
Massachusetts
$932 +$932 +14 New
SWA
630
SOA Wealth Advisors
New York
$915 – – –
CIA
631
Cape Investment Advisory
Georgia
$915 – – –
CWA
632
Carolina Wealth Advisors
South Carolina
$849 – – –
DILIC
633
Dai-ichi Life Insurance Company
Japan
$822 – – –
DIP
634
DT Investment Partners
Pennsylvania
$785 – – –
SIC
635
SJS Investment Consulting
Ohio
$785 +$262 +4 +50%
OLVIG
636
Oliver Lagore Vanvalin Investment Group
Michigan
$784 – – –
SRCM
637
Signature Resources Capital Management
California
$719 – – –
BCH
638
Berkshire Capital Holdings
California
$654 – – –
MA
639
MCF Advisors
Kentucky
$654 – – –
HFM
640
Hartford Financial Management
Connecticut
$654 – – –
CCC
641
Chelsea Counsel Company
California
$654 +$654 +10 New
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$589 – – –
CT
643
Cambridge Trust
Massachusetts
$588 -$3.14K -48 -84%
GJWM
644
Gilliland Jeter Wealth Management
Arkansas
$588 +$588 +9 New
Kayne Anderson Rudnick Investment Management
645
Kayne Anderson Rudnick Investment Management
California
$523 +$262 +4 +100%
CA
646
Crewe Advisors
Utah
$393 +$393 +6 New
SA
647
Scarborough Advisors
Maryland
$392 – – –
PMFA
648
Plante Moran Financial Advisors
Michigan
$392 +$392 +6 New
RAM
649
Riggs Asset Management
Pennsylvania
$327 – – –
WBC
650
West Branch Capital
Massachusetts
$327 – – –
24 25
26
27 28