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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$6.31M +$6.15M +85,395 New
Aviva
127
Aviva
United Kingdom
$6.08M -$2.19M -30,401 -27%
DnB Asset Management
128
DnB Asset Management
Norway
$6.06M +$3.14M +43,543 +113%
PI
129
PineBridge Investments
New York
$5.72M +$3.97M +55,137 +247%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$5.72M -$29.3M -406,390 -84%
RJA
131
Raymond James & Associates
Florida
$5.71M +$167K +2,314 +3%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$5.52M +$2.49M +34,533 +85%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$5.42M -$5.26M -73,036 -50%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$5.39M +$1.44M +19,999 +38%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$5.13M
SLG
136
Stanley-Laman Group
Pennsylvania
$5.12M +$5M +69,399 New
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$5.08M -$584K -8,108 -11%
SEI Investments
138
SEI Investments
Pennsylvania
$5.07M +$2.88M +39,953 +139%
AAF
139
Andra AP-fonden
Sweden
$4.9M -$1.93M -26,800 -29%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$4.84M -$246K -3,409 -5%
TCA
141
Transcend Capital Advisors
New Jersey
$4.8M -$1.07M -14,918 -19%
Nomura Asset Management
142
Nomura Asset Management
Japan
$4.61M +$207K +2,875 +5%
Osaic Holdings
143
Osaic Holdings
Arizona
$4.6M +$302K +4,188 +7%
WorldQuant Millennium Advisors
144
WorldQuant Millennium Advisors
New York
$4.54M +$4.43M +61,416 New
ASRS
145
Arizona State Retirement System
Arizona
$4.46M -$85K -1,179 -2%
BC
146
Burney Company
Virginia
$4.41M +$4.09M +56,713 +1,892%
HighTower Advisors
147
HighTower Advisors
Illinois
$4.31M +$2.72M +37,802 +184%
GC
148
Guggenheim Capital
Illinois
$4.3M +$270K +3,744 +7%
BA
149
Bridgewater Associates
Connecticut
$4.23M +$3.62M +50,189 +703%
MSE
150
MUFG Securities EMEA
United Kingdom
$4.1M -$5.05M -70,088 -56%

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.