Zoom
652 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, 235 increasing their positions, 183 reducing their positions, and 82 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 183
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 82
0.69% more ownership
Funds ownership: 66.96% → 67.65% (+0.69%)
1% less funds holding
Funds holding: 656 → 652 (-4)
5% less capital invested
Capital invested by funds: $12.2B → $11.5B (-$636M)
11% less call options, than puts
Call options by funds: $1.1B | Put options by funds: $1.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMO
Newlands Management Operations
Dallas,
Texas
|
+$300M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$190M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$104M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.7M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$90.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$344M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$293M |
| 3 |
JP Morgan Chase
New York
|
-$204M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$82M |
| 5 |
Renaissance Technologies
New York
|
-$72.7M |
ZM Hedge Fund Activity: Q2 2023 in Review
652 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2023, worth a combined $11.5B — down 5.2% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ZM positions and 82 closed out — a net gain of 2 holders — while 235 added to existing stakes and 183 trimmed.
The largest buyer was Newlands Management Operations, adding an estimated $300M. The largest seller was Fisher Asset Management, cutting an estimated $344M.
- 652 institutional investors held Zoom (ZM) as of Q2 2023, down from 656 in Q1 2023.
- Funds reported $11.5B of Zoom stock for Q2 2023, down 5.2% quarter-over-quarter.
- 84 funds opened new Zoom positions in Q2 2023 and 82 closed out, a net change of +2 holders.
- The largest Zoom buyer in Q2 2023 was Newlands Management Operations, an estimated $300M added.
- The largest Zoom seller in Q2 2023 was Fisher Asset Management, an estimated $344M sold.
Based on aggregated 13F filings for Q2 2023.