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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
IFAM
651
Institutional & Family Asset Management
Colorado
$148 – – –
VWM
652
Valley Wealth Managers
New Jersey
$148 – – –
BA
653
Bellwether Advisors
Nebraska
$147 +$144 +2 New
RCM
654
Raleigh Capital Management
North Carolina
$102 – – –
BBHC
655
Brown Brothers Harriman & Co
New York
$74 – – –
TWD
656
True Wealth Design
Ohio
$74 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
657
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$19.7M -290,800 Closed
AFM
658
Anson Funds Management
Texas
– -$12.7M -187,092 Closed
HHII
659
H&H International Investment
California
– -$12.2M -179,800 Closed
TI
660
Trexquant Investment
Connecticut
– -$11.2M -165,910 Closed
LCM
661
Laurion Capital Management
New York
– -$5.16M -76,144 Closed
SCM
662
Segantii Capital Management
Hong Kong
– -$5.08M -75,000 Closed
ORAM
663
One River Asset Management
Connecticut
– -$1.33M -18,465 Closed
JWWM
664
Johnson & White Wealth Management
Pennsylvania
– -$1.27M -18,188 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
665
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.02M -15,055 Closed
TSS
666
Two Sigma Securities
New York
– -$998K -13,856 Closed
HC
667
Hourglass Capital
Texas
– -$809K -11,940 Closed
AC
668
Allstate Corporation
Illinois
– -$790K -11,667 Closed
QT
669
Quantamental Technologies
New York
– -$719K -10,608 Closed
CCMT
670
CMT Capital Markets Trading
Germany
– -$735K -10,197 Closed
SW
671
SVB Wealth
Massachusetts
– -$606K -8,952 Closed
GCP
672
GSA Capital Partners
United Kingdom
– -$590K -8,710 Closed
Lido Advisors
673
Lido Advisors
California
– -$579K -8,550 Closed
DA
674
Duality Advisers
Florida
– -$524K -7,735 Closed
ACM
675
Aquatic Capital Management
Illinois
– -$515K -7,600 Closed
25 26
27
28 29

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.