We are live on ! Find out more

651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Horizon Investments
North Carolina
-$526K -7,148 Closed
PAG
677
Private Advisor Group
New Jersey
-$512K -6,956 Closed
SIM
678
Spark Investment Management
New York
-$500K -6,800 Closed
MYAM
679
Meiji Yasuda Asset Management
Japan
-$476K -6,466 Closed
Kayne Anderson Rudnick Investment Management
680
Kayne Anderson Rudnick Investment Management
California
-$464K -6,308 Closed
IAA
681
Independent Advisor Alliance
North Carolina
-$436K -5,925 Closed
AWS
682
Atria Wealth Solutions
New York
-$421K -5,719 Closed
OCM
683
Octahedron Capital Management
California
-$386K -5,250 Closed
EAM
684
Evanson Asset Management
California
-$372K -5,053 Closed
CHM
685
Collaborative Holdings Management
New York
-$368K -5,000 Closed
GF
686
Gabelli Funds
New York
-$368K -5,000 Closed
CCM
687
Chimera Capital Management
New York
-$361K -4,910 Closed
XT
688
XTX Topco
Cayman Islands
-$337K -4,577 Closed
VA
689
Valmark Advisers
Ohio
-$333K -4,525 Closed
MA
690
Mutual Advisors
Nebraska
-$315K -4,277 Closed
CM
691
CastleKnight Management
New York
-$272K -3,700 Closed
VCP
692
Verus Capital Partners
Arizona
-$263K -3,580 Closed
SS
693
Simplicity Solutions
Minnesota
-$246K -3,338 Closed
DT
694
Diversified Trust
Tennessee
-$238K -3,234 Closed
SPC
695
Sigma Planning Corp
Michigan
-$235K -3,188 Closed
SWP
696
Stratos Wealth Partners
Ohio
-$233K -3,169 Closed
EF
697
Empowered Funds
Pennsylvania
-$240K -3,162 Closed
GC
698
GFG Capital
Florida
-$228K -3,096 Closed
AC
699
Avestar Capital
New York
-$219K -2,972 Closed
SMH
700
Sanders Morris Harris
Texas
-$216K -2,900 Closed