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Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$499M
3
KBC Group
3
KBC Group
Belgium
$115M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
1
Public Investment Fund
Saudi Arabia
$0
2
AIM
2
ARK Investment Management
Florida
$414M
3
Morgan Stanley
3
Morgan Stanley
New York
$197M
4
NAMA
4
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
IIA
701
IPG Investment Advisors
California
– – -4,700 Closed
ACM
702
Alpha Capital Management
Texas
– – -4,663 Closed
PWM
703
Perigon Wealth Management
California
– – -4,579 Closed
CWP
704
Cyndeo Wealth Partners
Florida
– – -4,537 Closed
ALAM
705
Asahi Life Asset Management
Japan
– – -4,365 Closed
GS
706
Gagnon Securities
New York
– – -4,336 Closed
YMRC
707
Yorktown Management & Research Company
Virginia
– – -4,100 Closed
DS
708
DRW Securities
Illinois
– – -4,100 Closed
BAM
709
Blueshift Asset Management
New Jersey
– – -3,785 Closed
TFS
710
Thoroughbred Financial Services
Tennessee
– – -3,656 Closed
Truist Financial
711
Truist Financial
North Carolina
– – -3,608 Closed
BCA
712
Bay Colony Advisors
Massachusetts
– – -3,525 Closed
SDH
713
Sloy Dahl & Holst
Washington
– – -3,497 Closed
AWM
714
AE Wealth Management
Kansas
– – -3,449 Closed
LNC
715
Lincoln National Corp
Pennsylvania
– – -3,415 Closed
AWA
716
Arete Wealth Advisors
Illinois
– – -3,226 Closed
MCM
717
MAI Capital Management
Ohio
– – -3,145 Closed
PWA
718
Phoenix Wealth Advisors
North Carolina
– – -3,143 Closed
OA
719
Oracle Alpha
Ontario, Canada
– – -3,086 Closed
SFI
720
Siemens Fonds Invest
Germany
– – -3,007 Closed
PFS
721
Prospera Financial Services
Texas
– – -3,004 Closed
FTDI
722
First Trust Direct Indexing
Massachusetts
– – -2,885 Closed
PE
723
Point72 Europe
United Kingdom
– – -2,881 Closed
HCA
724
Harbor Capital Advisors
Illinois
– – -2,604 Closed
AS
725
AM Squared
Hong Kong
– – -1,700 Closed
27 28
29
30 31