Zoom
753 hedge funds and large institutions have $17B invested in Zoom in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 282 increasing their positions, 221 reducing their positions, and 115 closing their positions.
28% more funds holding in top 10
Funds holding in top 10: 18 → 23 (+5)
28% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 221
20% more call options, than puts
Call options by funds: $2.37B | Put options by funds: $1.97B
0.9% more ownership
Funds ownership: 62.44% → 63.34% (+0.9%)
0% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 115
2% less funds holding
Funds holding: 766 → 753 (-13)
6% less capital invested
Capital invested by funds: $18B → $17B (-$1B)
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$436M |
| 2 |
Tiger Global Management
New York
|
-$122M |
| 3 |
Squarepoint
New York
|
-$120M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$117M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
851
AssetMark Inc
Concord,
California
| – | -$2K | -17 | Closed |
|
|
WAM
852
Worth Asset Management
Dallas,
Texas
| – | -$1K | -15 | Closed |
|
|
MFA
853
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$1K | -14 | Closed |
|
|
TCWA
854
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$2K | -14 | Closed |
|
|
SFG
855
Steward Financial Group
Colleyville,
Texas
| – | -$633 | -6 | -40% |
|
|
BBHC
856
Brown Brothers Harriman & Co
New York
| – | +$105 | +1 | New |
|
|
VWM
857
Valley Wealth Managers
Paramus,
New Jersey
| – | +$211 | +2 | New |
|
|
PWM
858
Prentice Wealth Management
Rochester,
New York
| – | +$422 | +4 | New |
|
ZM Hedge Fund Activity: Q2 2022 in Review
753 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2022, worth a combined $17B — down 5.6% from $18B a quarter earlier.
Fund positioning in ZM was balanced in Q2 2022: 115 funds opened new positions, 115 closed out, 282 added to existing stakes and 221 trimmed.
The largest buyer was Public Investment Fund, opening a new position worth an estimated $495M. The largest seller was T. Rowe Price Associates, cutting an estimated $436M.
- 753 institutional investors held Zoom (ZM) as of Q2 2022, down from 766 in Q1 2022.
- Funds reported $17B of Zoom stock for Q2 2022, down 5.6% quarter-over-quarter.
- 115 funds opened new Zoom positions in Q2 2022 and 115 closed out, a net change of 0 holders.
- The largest Zoom buyer in Q2 2022 was Public Investment Fund, an estimated $495M added.
- The largest Zoom seller in Q2 2022 was T. Rowe Price Associates, an estimated $436M sold.
Based on aggregated 13F filings for Q2 2022.