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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.

New
Increased
Maintained
Reduced
Closed
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 %
KW
951
KWB Wealth
California
– -$221K -689 Closed
AFP
952
Ausdal Financial Partners
Iowa
– -$263K -680 Closed
OTPPB
953
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$261K -674 Closed
DWM
954
Dakota Wealth Management
Florida
– -$258K -667 Closed
SSCA
955
South Shore Capital Advisors
Massachusetts
– -$258K -666 Closed
RFC
956
Regions Financial Corp
Alabama
– -$256K -661 Closed
HB
957
Homrich & Berg
Georgia
– -$254K -657 Closed
CCA
958
Checchi Capital Advisers
California
– -$254K -655 Closed
CPO
959
Cerity Partners OCIO
New York
– -$253K -654 Closed
WP
960
WMS Partners
Maryland
– -$249K -643 Closed
SWM
961
SeaCrest Wealth Management
New York
– -$247K -639 Closed
UIA
962
UBP Investment Advisors
Switzerland
– -$250K -636 Closed
CAS
963
Cascadia Advisory Services
Oregon
– -$245K -633 Closed
SHGA
964
Sand Hill Global Advisors
California
– -$243K -628 Closed
CPA
965
Clear Perspective Advisors
Illinois
– -$240K -620 Closed
VHAM
966
Van Hulzen Asset Management
California
– -$240K -619 Closed
9WM
967
9258 Wealth Management
Ohio
– -$239K -617 Closed
KFC
968
Klingenstein Fields & Co
New York
– -$239K -616 Closed
PA
969
Procyon Advisors
Connecticut
– -$238K -616 Closed
ZIG
970
Zuckerman Investment Group
Illinois
– -$237K -613 Closed
KFGK
971
Keystone Financial Group (Kentucky)
Kentucky
– -$237K -612 Closed
CCFM
972
Clear Creek Financial Management
Washington
– -$233K -603 Closed
SFA
973
Sequoia Financial Advisors
Ohio
– -$233K -601 Closed
AWM
974
Apollon Wealth Management
South Carolina
– -$233K -601 Closed
GAG
975
GM Advisory Group
New York
– -$232K -600 Closed
37 38
39
40 41