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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
KLC
676
Knowledge Leaders Capital
Colorado
– -$510K -7,532 Closed
SCP
677
Stamos Capital Partners
California
– -$503K -7,430 Closed
CCM
678
CAAS Capital Management
New York
– -$487K -7,193 Closed
MFAM
679
Motley Fool Asset Management
Virginia
– -$449K -6,626 Closed
ESCM
680
Echo Street Capital Management
New York
– -$416K -6,136 Closed
GPCM
681
Granite Point Capital Management
Massachusetts
– -$339K -5,000 Closed
WP
682
WealthPLAN Partners
Nebraska
– -$379K -4,859 Closed
WEG
683
World Equity Group
Illinois
– -$311K -4,584 Closed
PAS
684
Park Avenue Securities
New York
– -$307K -4,539 Closed
TC
685
TownSquare Capital
Utah
– -$298K -4,402 Closed
CIA
686
Capital Impact Advisors
Massachusetts
– -$291K -4,298 Closed
MFG
687
Merit Financial Group
Georgia
– -$264K -3,902 Closed
DCM
688
Dupont Capital Management
Delaware
– -$213K -3,148 Closed
GIA
689
Gateway Investment Advisers
Ohio
– -$210K -3,103 Closed
BRWA
690
B. Riley Wealth Advisors
Florida
– -$210K -3,098 Closed
LNWWM
691
Laird Norton Wetherby Wealth Management
California
– -$209K -3,082 Closed
BFG
692
Bleakley Financial Group
New Jersey
– -$208K -3,074 Closed
HT
693
Headlands Technologies
Illinois
– -$106K -1,567 Closed
SOW
694
State of Wyoming
Wyoming
– -$98.2K -1,450 Closed
YDMI
695
Y.D. More Investments
Israel
– -$95.2K -1,400 Closed
CS
696
Comerica Securities
Michigan
– -$71.2K -1,051 Closed
MCC
697
Money Concepts Capital
Florida
– -$32.4K -479 Closed
OWA
698
One Wealth Advisors
California
– -$25.2K -372 Closed
AWM
699
Accurate Wealth Management
Florida
– -$25.7K -363 Closed
RBC
700
Romano Brothers & Co
Illinois
– -$18K -265 Closed
26 27
28
29 30

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.