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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
AB
201
Amalgamated Bank
New York
$2.02M -$1.08K -15 -0.1%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$1.97M -$42.9K -595 -2%
PA
203
Profund Advisors
Maryland
$1.96M -$93.4K -1,296 -5%
Principal Financial Group
204
Principal Financial Group
Iowa
$1.95M -$127K -1,765 -6%
HIM
205
Herald Investment Management
United Kingdom
$1.91M
Creative Planning
206
Creative Planning
Kansas
$1.91M -$113K -1,575 -6%
MIC
207
Maxi Investments CY
Cyprus
$1.87M
CG
208
Cutler Group
California
$1.85M -$1.35M -18,712 -43%
PAM
209
Panagora Asset Management
Massachusetts
$1.83M +$644K +8,943 +57%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.82M -$45.5K -631 -3%
CANY
211
Caxton Associates (New York)
New York
$1.8M +$769K +10,667 +78%
Stifel Financial
212
Stifel Financial
Missouri
$1.77M -$230K -3,186 -12%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$1.74M +$1.48M +20,548 +676%
Verition Fund Management
214
Verition Fund Management
Connecticut
$1.74M +$633K +8,790 +59%
Nomura Holdings
215
Nomura Holdings
Japan
$1.74M -$2.82M -39,162 -62%
AWA
216
Arkadios Wealth Advisors
Georgia
$1.69M +$439K +6,089 +36%
SO
217
STRS Ohio
Ohio
$1.62M -$937K -13,000 -37%
AA
218
ALPS Advisors
Colorado
$1.62M -$291K -4,045 -16%
X
219
Xponance
Pennsylvania
$1.57M -$27K -375 -2%
VRS
220
Virginia Retirement Systems
Virginia
$1.56M +$1.52M +21,125 New
VIA
221
Vident Investment Advisory
Georgia
$1.56M -$5.33M -73,979 -78%
MA
222
Mezzasalma Advisors
New Jersey
$1.55M -$9.37K -130 -0.6%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$1.54M +$196K +2,725 +15%
FC
224
FORA Capital
Florida
$1.54M +$1.5M +20,827 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$13K +180 +0.9%

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.