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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
SGCIA
151
Smith Graham & Co Investment Advisors
Texas
$3.96M +$3.86M +53,614 New
TD Asset Management
152
TD Asset Management
Ontario, Canada
$3.87M -$160K -2,220 -4%
Axa
153
Axa
France
$3.84M +$1.11M +15,357 +42%
Ameriprise
154
Ameriprise
Minnesota
$3.81M +$507K +7,032 +16%
TAA
155
TB Alternative Assets
Cayman Islands
$3.77M -$1.88M -26,100 -34%
Wells Fargo
156
Wells Fargo
California
$3.75M -$275K -3,818 -7%
M1FG
157
Mach-1 Financial Group
Arkansas
$3.69M +$3.6K +50 New
Korea Investment Corp
158
Korea Investment Corp
South Korea
$3.68M -$162K -2,244 -4%
QGA
159
Q Global Advisors
Texas
$3.63M
Aberdeen Group
160
Aberdeen Group
United Kingdom
$3.52M +$1.42M +19,764 +71%
PMEF
161
Point72 Middle East FZE
United Arab Emirates
$3.39M +$3.31M +45,892 New
SA
162
Sicart Associates
New York
$3.37M -$154K -2,141 -4%
NAMM
163
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.35M +$361K +5,004 +12%
FAF
164
Fjarde Ap-fonden
Sweden
$3.32M +$180K +2,500 +6%
GAAM
165
Guinness Atkinson Asset Management
California
$3.31M -$68.4K -949 -2%
Squarepoint
166
Squarepoint
New York
$3.17M +$3.1M +42,967 New
Lazard Asset Management
167
Lazard Asset Management
New York
$3.15M +$2.76M +38,304 +884%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$3.13M -$7.35K -102 -0.2%
KBC Group
169
KBC Group
Belgium
$3.12M +$1.04M +14,413 +52%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.12M -$661K -9,168 -18%
NAM
171
Nissay Asset Management
Japan
$3.04M -$88.6K -1,230 -3%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$3.02M +$265K +3,684 +10%
URS
173
Utah Retirement Systems
Utah
$3.01M -$14.4K -200 -0.5%
II
174
IFM Investors
Australia
$3.01M +$112K +1,551 +4%
QOP
175
Quinn Opportunity Partners
Virginia
$2.99M +$1.3M +18,000 +80%

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.