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Overview Fund Activity

867 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 349 increasing their positions, 261 reducing their positions, and 155 closing their positions.

Holders
867
Holders Change
-71
Holders Change %
-7.57%
% of All Funds
15.23%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
349
Reduced
261
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$820M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.34B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$308M
5
AIM
5
ARK Investment Management
Florida
$1.16B

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$0
2
HA
2
HHLR Advisors
Cayman Islands
$0
3
Jennison Associates
3
Jennison Associates
New York
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
926
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$645K -1,666 Closed
TWM
927
Triton Wealth Management
Arizona
– -$559K -1,557 Closed
AWE
928
Avidian Wealth Enterprises
Texas
– -$548K -1,415 Closed
EIM
929
Essex Investment Management
Massachusetts
– -$489K -1,263 Closed
VFM
930
Vivid Financial Management
California
– -$437K -1,129 Closed
WMP
931
Wealth Management Partners
Arizona
– -$417K -1,077 Closed
CAN
932
Claraphi Advisory Network
United States
– -$407K -1,053 Closed
WFI
933
West Family Investments
California
– -$399K -1,031 Closed
LFAS
934
Level Four Advisory Services
Texas
– -$367K -948 Closed
H
935
HoyleCohen
California
– -$365 -944 Closed
TCM
936
Tuttle Capital Management
Connecticut
– -$333K -861 Closed
AIM
937
Axiom Investment Management
New York
– -$317K -820 Closed
CCA
938
Cadent Capital Advisors
Oklahoma
– -$313K -810 Closed
SAF
939
Smith Anglin Financial
Texas
– -$300K -774 Closed
CW
940
CreativeOne Wealth
Kansas
– -$299K -771 Closed
FTDI
941
First Trust Direct Indexing
Massachusetts
– -$296K -765 Closed
BWM
942
BNC Wealth Management
Oregon
– -$296K -765 Closed
DACG
943
Donor Advised Charitable Giving
California
– -$287K -741 Closed
BFM
944
Boothbay Fund Management
New York
– -$284K -735 Closed
PA
945
Pinnacle Associates
New York
– -$277K -716 Closed
WWM
946
WT Wealth Management
Arizona
– -$274K -709 Closed
BFWA
947
Benchmark Financial Wealth Advisors
Florida
– -$272K -703 Closed
WSCM
948
Wellington Shields Capital Management
New York
– -$271K -700 Closed
YMRC
949
Yorktown Management & Research Company
Virginia
– -$271K -700 Closed
PA
950
Prism Advisors
California
– -$268K -692 Closed
36 37
38
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