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662 hedge funds and large institutions have $11.8B invested in Zoom in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 229 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.37B

1% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 229

0.45% more ownership

Funds ownership: 63.34%63.79% (+0.45%)

12% less funds holding

Funds holding: 753662 (-91)

31% less capital invested

Capital invested by funds: $17B → $11.8B (-$5.25B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

54% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 149

Holders
662
Holders Change
-91
Holders Change %
-12.08%
% of All Funds
11.4%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.26%
New
69
Increased
231
Reduced
229
Closed
149
Calls
$1.47B
Puts
$1.37B
Net Calls
+$94M
Net Calls Change
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$2.6M +$235K +2,472 +8%
UIM
177
USS Investment Management
United Kingdom
$2.58M -$1.25M -13,083 -27%
SO
178
STRS Ohio
Ohio
$2.58M
SSA
179
Schonfeld Strategic Advisors
New York
$2.52M +$3.26M +34,256 New
SEI Investments
180
SEI Investments
Pennsylvania
$2.48M -$314K -3,298 -9%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$2.39M -$1.91M -20,072 -38%
Daiwa Securities Group
182
Daiwa Securities Group
Japan
$2.38M +$170K +1,787 +9%
FCI
183
Financial Counselors Inc
Kansas
$2.22M +$292K +3,063 +11%
GCM
184
Ghisallo Capital Management
Massachusetts
$2.21M
FGIM
185
First Growth Investment Manager
California
$2.19M -$990K -10,398 -26%
JMPWA
186
JP Morgan Private Wealth Advisors
California
$2.19M -$1.58M -16,602 -36%
LWM
187
Lyell Wealth Management
California
$2.16M -$154K -1,621 -5%
TC
188
Titleist Capital
Texas
$2.16M +$80.8K +849 +3%
GIA
189
Gateway Investment Advisers
Ohio
$2.14M +$22.6K +237 +0.8%
PA
190
Profund Advisors
Maryland
$2.13M +$102K +1,071 +4%
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$2.11M -$3.81M -39,983 -58%
Axa
192
Axa
France
$2.11M +$1.88M +19,748 +222%
Principal Financial Group
193
Principal Financial Group
Iowa
$2.1M -$675K -7,088 -20%
NYLIM
194
New York Life Investment Management
New York
$2.06M -$119K -1,251 -4%
AA
195
ALPS Advisors
Colorado
$2.03M +$604K +6,346 +30%
AB
196
Amalgamated Bank
New York
$2M +$56.9K +598 +2%
Creative Planning
197
Creative Planning
Kansas
$2M -$280K -2,936 -10%
KBC Group
198
KBC Group
Belgium
$1.97M +$1.29M +13,595 +103%
IC
199
IEQ Capital
California
$1.97M -$42.1K -442 -2%
Wolverine Trading
200
Wolverine Trading
Illinois
$1.89M +$2.42M +25,413 New

ZM Hedge Fund Activity: Q3 2022 in Review

662 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2022, worth a combined $11.8B — down 31% from $17B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of ZM and 69 opened new positions — a net loss of 80 holders — while 229 trimmed existing stakes and 231 added.

The largest buyer was Vanguard Group, adding an estimated $309M. The largest seller was Morgan Stanley, cutting an estimated $557M.

  • 662 institutional investors held Zoom (ZM) as of Q3 2022, down from 753 in Q2 2022.
  • Funds reported $11.8B of Zoom stock for Q3 2022, down 31% quarter-over-quarter.
  • 69 funds opened new Zoom positions in Q3 2022 and 149 closed out, a net change of -80 holders.
  • The largest Zoom buyer in Q3 2022 was Vanguard Group, an estimated $309M added.
  • The largest Zoom seller in Q3 2022 was Morgan Stanley, an estimated $557M sold.

Based on aggregated 13F filings for Q3 2022.