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697 hedge funds and large institutions have $13.3B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 200 increasing their positions, 240 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

8% more funds holding

Funds holding: 644697 (+53)

8% more capital invested

Capital invested by funds: $12.3B → $13.3B (+$975M)

1.5% more ownership

Funds ownership: 70.2%71.7% (+1.5%)

17% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 240

28% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.48B

Holders
697
Holders Change
+53
Holders Change %
+8.23%
% of All Funds
10.16%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
132
Increased
200
Reduced
240
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$8.02M +$1.27M +19,274 +21%
LSA
127
Leonteq Securities AG
Switzerland
$7.9M -$191K -2,887 -3%
GC
128
Gratus Capital
Georgia
$7.85M +$3.21M +48,592 +80%
MSV
129
MN Services Vermogensbeheer
Netherlands
$7.75M -$271K -4,100 -4%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.72M +$294K +4,453 +4%
KA
131
Kerrisdale Advisers
Florida
$7.59M +$1.12M +16,866 +19%
ACH
132
ArrowMark Colorado Holdings
Colorado
$7.55M
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$7.48M -$4.14M -62,630 -38%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$7.35M -$213K -3,217 -3%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$7.31M -$204K -3,081 -3%
Twin Tree Management
136
Twin Tree Management
Texas
$7.16M +$6.59M +99,628 New
BHB
137
Bank Hapoalim BM
Israel
$6.87M -$610K -9,221 -9%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.86M +$6.31M +95,461 New
Nomura Holdings
139
Nomura Holdings
Japan
$6.64M +$945K +14,289 +18%
IMRF
140
Illinois Municipal Retirement Fund
Illinois
$6.58M
Group One Trading
141
Group One Trading
Illinois
$6.48M -$513K -7,754 -8%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$6.48M +$3.04M +45,912 +104%
Asset Management One
143
Asset Management One
Japan
$6.43M -$317K -4,790 -5%
TCA
144
Transcend Capital Advisors
New Jersey
$6.33M -$3.47M -52,412 -37%
Allianz Asset Management
145
Allianz Asset Management
Germany
$6.13M -$2.09M -31,594 -27%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$6M -$6.85M -103,593 -55%
WP
147
Woodline Partners
California
$5.86M +$5.39M +81,492 New
MAM
148
Martingale Asset Management
Massachusetts
$5.81M +$4.57M +69,091 +588%
RJA
149
Raymond James & Associates
Florida
$5.76M -$180K -2,719 -3%
NCL
150
Nishkama Capital LLC
Puerto Rico
$5.71M +$5.25M +79,466 New

ZM Hedge Fund Activity: Q4 2023 in Review

697 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2023, worth a combined $13.3B — up 7.9% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ZM positions and 73 closed out — a net gain of 59 holders — while 200 added to existing stakes and 240 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Norges Bank, cutting an estimated $287M.

  • 697 institutional investors held Zoom (ZM) as of Q4 2023, up from 644 in Q3 2023.
  • Funds reported $13.3B of Zoom stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 132 funds opened new Zoom positions in Q4 2023 and 73 closed out, a net change of +59 holders.
  • The largest Zoom buyer in Q4 2023 was Morgan Stanley, an estimated $169M added.
  • The largest Zoom seller in Q4 2023 was Norges Bank, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2023.