We are live on ! Find out more

644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$1.99M +$548K +7,889 +38%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$1.97M
QCM
203
Quantinno Capital Management
New York
$1.95M +$966K +13,917 +100%
SLAM
204
Swiss Life Asset Management
$1.94M +$1.92M +27,726 New
TCM
205
Teza Capital Management
Illinois
$1.93M +$724K +10,429 +61%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$1.87M -$727K -10,468 -28%
VI
207
Versor Investments
New York
$1.86M +$1.18M +17,006 +177%
SCM
208
Shelton Capital Management
Colorado
$1.84M +$419K +6,036 +30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.83M +$1.82M +26,200 New
Stifel Financial
210
Stifel Financial
Missouri
$1.82M +$93K +1,340 +5%
CAM
211
Cresset Asset Management
Illinois
$1.82M +$265K +3,823 +17%
SG Americas Securities
212
SG Americas Securities
New York
$1.82M -$441K -6,357 -20%
HIM
213
Herald Investment Management
United Kingdom
$1.81M
Macquarie Group
214
Macquarie Group
Australia
$1.81M +$520K +7,486 +41%
GIA
215
Gateway Investment Advisers
Ohio
$1.79M +$1.44M +20,790 +427%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$1.78M -$131K -1,885 -7%
MIC
217
Maxi Investments CY
Cyprus
$1.77M
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
$1.77M +$1.75M +25,262 New
VA
219
Vident Advisory
Georgia
$1.76M +$1.75M +25,141 New
AB
220
Amalgamated Bank
New York
$1.74M +$14.2K +205 +0.8%
VAG
221
VisionPoint Advisory Group
Texas
$1.62M -$57.1K -823 -3%
IC
222
IEQ Capital
California
$1.57M +$71.8K +1,034 +5%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$1.56M +$20.3K +292 +1%
CA
224
Continuum Advisory
Idaho
$1.55M -$26.8K -386 -2%
SO
225
STRS Ohio
Ohio
$1.54M