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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
GAAM
151
Guinness Atkinson Asset Management
California
$4.04M +$986K +14,747 +33%
SGCIA
152
Smith Graham & Co Investment Advisors
Texas
$4.03M +$384K +5,739 +11%
Squarepoint
153
Squarepoint
New York
$3.91M +$979K +14,638 +34%
TCA
154
Transcend Capital Advisors
New Jersey
$3.87M -$529K -7,913 -12%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$3.84M +$279K +4,179 +8%
Lazard Asset Management
156
Lazard Asset Management
New York
$3.58M +$680K +10,166 +24%
NAMM
157
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.57M +$482K +7,202 +16%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$3.53M +$647K +9,678 +23%
HighTower Advisors
159
HighTower Advisors
Illinois
$3.49M -$468K -7,001 -12%
Osaic Holdings
160
Osaic Holdings
Arizona
$3.45M -$773K -11,557 -19%
Aviva
161
Aviva
United Kingdom
$3.44M -$2.12M -31,685 -38%
QGA
162
Q Global Advisors
Texas
$3.33M
TI
163
Trexquant Investment
Connecticut
$3.29M +$3.24M +48,402 New
FAF
164
Fjarde Ap-fonden
Sweden
$3.25M +$194K +2,900 +6%
Neuberger Berman Group
165
Neuberger Berman Group
New York
$3.22M +$2.66M +39,821 +519%
GAM
166
Gotham Asset Management
New York
$3.19M +$2.73M +40,866 +662%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$3.17M -$62.9K -940 -2%
SA
168
Sicart Associates
New York
$3.16M +$64.8K +969 +2%
FAF
169
Första AP-fonden
Sweden
$3.13M -$3.1M -46,300 -50%
II
170
IFM Investors
Australia
$3.11M +$340K +5,078 +12%
MSE
171
MUFG Securities EMEA
United Kingdom
$3.03M -$724K -10,822 -19%
BA
172
Bridgewater Associates
Connecticut
$2.99M -$888K -13,275 -23%
FIM
173
FWL Investment Management
Texas
$2.89M +$211K +3,152 +8%
LSA
174
Leonteq Securities AG
Switzerland
$2.89M -$5.86M -87,707 -67%
TAF
175
Tredje AP-fonden
Sweden
$2.88M +$2.83M +42,381 New

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.