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Overview Fund Activity

809 hedge funds and large institutions have $28.2B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 273 increasing their positions, 276 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-58
Holders Change %
-6.69%
% of All Funds
12.49%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
273
Reduced
276
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B

Top Buyers

1
AIM
ARK Investment Management
Florida
$1.27B
2
HSBC Holdings
HSBC Holdings
United Kingdom
$465M
3
Fisher Asset Management
Fisher Asset Management
Washington
$418M
4
Tiger Global Management
Tiger Global Management
New York
$1.13B
5
NAMA
Nikko Asset Management Americas
New York
$675M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.39B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$216M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
ACM
Altimeter Capital Management
Massachusetts
$0
5
Coatue Management
Coatue Management
New York
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
976
Liberty Wealth Management
California
– -$20K -77 Closed
KIG
977
Kowal Investment Group
Wisconsin
– -$20K -77 Closed
CA
978
Crewe Advisors
Utah
– -$19K -72 Closed
APWA
979
Atlas Private Wealth Advisors
New Jersey
– -$18K -69 Closed
LPWM
980
Lake Point Wealth Management
Texas
– -$17K -64 Closed
NC
981
NewSquare Capital
Pennsylvania
– -$16K -60 Closed
RIA
982
RPG Investment Advisory
California
– -$14K -52 Closed
PWA
983
Phoenix Wealth Advisors
North Carolina
– -$11K -43 Closed
WB
984
Webster Bank
Connecticut
– -$11K -42 Closed
BCWM
985
Bartlett & Co Wealth Management
Ohio
– -$9.41K -36 Closed
BC
986
Bartlett & Co
Ohio
– -$9K -36 Closed
TCWM
987
Total Clarity Wealth Management
Illinois
– -$9K -34 Closed
SFP
988
Sterling Financial Planning
New Jersey
– -$8K -31 Closed
1IA
989
1834 Investment Advisors
Wisconsin
– -$8K -30 Closed
CA
990
Centerpoint Advisors
Massachusetts
– -$7K -25 Closed
DCM
991
Davidson Capital Management
Texas
– -$2K -7 Closed
IF
992
Ironwood Financial
Arizona
– -$2K -6 Closed
HF
993
Halpern Financial
Virginia
– -$1.57K -6 Closed
NWM
994
Navigation Wealth Management
Colorado
– -$2K -5 Closed
PWM
995
Prentice Wealth Management
New York
– -$1K -4 Closed
FMII
996
Farmers & Merchants Investments Inc
Nebraska
– -$1K -4 Closed
LAM
997
Lountzis Asset Management
Pennsylvania
– -$523 -2 Closed
IHWM
998
Iron Horse Wealth Management
Iowa
– -$1K -2 Closed
CAM
999
CenterStar Asset Management
Illinois
– -$802K – –
36 37 38 39
40