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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.

New
Increased
Maintained
Reduced
Closed

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: 1213 (+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: 656652 (-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

Holders
652
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.24%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
84
Increased
235
Reduced
183
Closed
82
Calls
$1.1B
Puts
$1.23B
Net Calls
-$130M
Net Calls Change
+$241M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
51
Primecap Management
California
$34.2M +$6.36M +95,100 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.6M +$582K +8,701 +2%
CS
53
Credit Suisse
Switzerland
$32.5M +$3.93M +58,821 +14%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$31.5M +$3.73M +55,748 +14%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$30.3M -$6.67M -99,762 -18%
Citadel Advisors
56
Citadel Advisors
Florida
$29M +$22M +328,651 +334%
SOMRS
57
State of Michigan Retirement System
Michigan
$28.9M +$4.02M +60,100 +16%
Goldman Sachs
58
Goldman Sachs
New York
$28.8M -$27M -404,278 -49%
National Pension Service
59
National Pension Service
South Korea
$28.5M +$2.89M +43,223 +11%
Citigroup
60
Citigroup
New York
$28.1M +$9.16M +136,948 +49%
OPFM
61
Optimus Prime Fund Management
Cayman Islands
$27.1M
Bank of America
62
Bank of America
North Carolina
$26.6M -$48.3M -722,813 -65%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$26.1M +$643K +9,614 +3%
UBS Group
64
UBS Group
Switzerland
$21.2M +$12.3M +183,371 +142%
MMC
65
Mizuho Markets Cayman
Cayman Islands
$20.7M +$1.19M +17,852 +6%
CS
66
Clear Street
New York
$20.4M +$20.1M +300,000 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$20.2M +$853K +12,760 +4%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$19.7M -$26.3M -393,086 -58%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$19.5M -$44.3K -662 -0.2%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$19.2M +$13.1M +195,767 +224%
PAMS
71
Pictet Asset Management (Switzerland)
Switzerland
$19.2M -$5.1M -76,315 -21%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$18.3M +$18M +269,475 +1,924,821%
Walleye Trading
73
Walleye Trading
New York
$17.9M +$7.35M +109,958 +71%
CSS
74
Cubist Systematic Strategies
Connecticut
$17.8M +$2.63M +39,387 +18%
GAM
75
Guinness Asset Management
United Kingdom
$17.5M +$5.39M +80,639 +45%

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.