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Overview Fund Activity

867 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 349 increasing their positions, 261 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-71
Holders Change %
-7.57%
% of All Funds
15.23%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
349
Reduced
261
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$688M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$647M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$308M
5
AIM
ARK Investment Management
Florida
+$196M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$430M
2
HA
HHLR Advisors
Cayman Islands
-$398M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Artisan Partners
Artisan Partners
Wisconsin
-$279M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
676
Garde Capital
Washington
$101K – – –
KLWA
677
Kelly Lawrence W & Associates
California
$98K – – –
S
678
Seeyond
France
$93K -$1.04K -4 -1%
GWS
679
Glassman Wealth Services
Virginia
$92K -$2.1K -8 -2%
WWM
680
Wagner Wealth Management
South Carolina
$91K – – –
TFS
681
TrustCore Financial Services
Tennessee
$90K – – –
WT
682
Whittier Trust
California
$85K – – –
ED
683
Exane Derivatives
France
$82.9K +$46.3K +177 +126%
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$81K – – –
TWA
685
TCI Wealth Advisors
Arizona
$81K +$9.47K +36 +13%
AF
686
Allworth Financial
California
$81K +$9.93K +38 +14%
WQ
687
Wealth Quarterback
New Jersey
$79K -$50K -190 -39%
HNB
688
Huntington National Bank
Ohio
$78K -$11.4K -44 -13%
TLCM
689
Twin Lakes Capital Management
California
$78K – – –
CFD
690
Creative Financial Designs
Indiana
$78K – – –
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$526 -2 -0.7%
SIS
692
Sound Income Strategies
Florida
$76K +$76K +291 New
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$22.7K -87 -23%
KTC
694
Kistler-Tiffany Companies
Pennsylvania
$74K – – –
CBT
695
Central Bank & Trust
Kentucky
$72K -$26K -100 -27%
KC
696
Knuff & Co
California
$72K – – –
TFA
697
Toth Financial Advisory
Virginia
$72K – – –
CHA
698
Carmichael Hill & Associates
Maryland
$70K – – –
NSIM
699
North Star Investment Management
Illinois
$69K – – –
BC
700
Burleson & Co
California
$69K +$2.6K +10 +4%
26 27
28
29 30