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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
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$10.5M -$1.48M -22,101 -13%
GC
102
Grimes & Company
Massachusetts
$10.4M +$10.3M +153,512 New
GS
103
GTS Securities
New York
$10.4M +$10.2M +152,510 New
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$10.2M -$697K -10,420 -6%
AC
105
Avory & Company
Florida
$9.82M +$427K +6,393 +5%
William Blair & Company
106
William Blair & Company
Illinois
$9.48M +$718K +10,734 +8%
Rafferty Asset Management
107
Rafferty Asset Management
New York
$9.34M +$1.59M +23,843 +21%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$9.2M +$172K +2,573 +2%
Korea Investment Corp
109
Korea Investment Corp
South Korea
$9.06M +$5.59M +83,630 +168%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$8.77M +$3.73M +55,798 +76%
VIA
111
Vident Investment Advisory
Georgia
$8.7M +$7.16M +107,083 +508%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$8.2M -$500K -7,474 -6%
Allianz Asset Management
113
Allianz Asset Management
Germany
$8.15M +$1.42M +21,240 +22%
Simplex Trading
114
Simplex Trading
Illinois
$7.89M -$9.45M -141,345 -55%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$7.71M -$2.22M -33,151 -23%
LPL Financial
116
LPL Financial
California
$7.71M +$587K +8,786 +8%
Group One Trading
117
Group One Trading
Illinois
$7.66M -$837K -12,512 -10%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.63M -$679K -10,151 -8%
MSV
119
MN Services Vermogensbeheer
Netherlands
$7.59M +$7.48M +111,800 New
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$7.54M +$5.31M +79,481 +252%
WMSA
121
Weiss Multi-Strategy Advisers
New York
$7.54M -$3.62M -54,197 -33%
ACH
122
ArrowMark Colorado Holdings
Colorado
$7.33M
TC
123
TwinBeech Capital
New York
$7.28M +$7.17M +107,276 New
American Century Companies
124
American Century Companies
Missouri
$7.22M -$4.62M -69,055 -39%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$7.11M +$1.06M +15,870 +18%

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.