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814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.39B -$482M -2,049,214 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.41B +$11.3M +48,087 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$2.31B -$129M -547,042 -4%
BlackRock
4
BlackRock
New York
$1.91B -$23.9M -101,787 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.44B -$30.3M -128,943 -2%
AIM
6
ARK Investment Management
Florida
$1.27B +$582M +2,477,072 +56%
Tiger Global Management
7
Tiger Global Management
New York
$1.13B +$321M +1,365,810 +29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.01B +$80.8M +343,637 +7%
State Street
9
State Street
Massachusetts
$877M +$19.7M +83,580 +2%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$785M +$302M +1,283,356 +43%
Renaissance Technologies
11
Renaissance Technologies
New York
$737M +$186M +789,132 +25%
NAMA
12
Nikko Asset Management Americas
New York
$675M +$309M +1,312,035 +56%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$465M +$557M +2,369,513 +1,835%
Fisher Asset Management
14
Fisher Asset Management
Washington
$418M +$535M +2,273,544 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$411M +$20.1M +85,521 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$381M +$63.1M +268,147 +15%
Northern Trust
17
Northern Trust
Illinois
$259M -$6.17M -26,241 -2%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$250M +$142M +603,800 +80%
Legal & General Group
19
Legal & General Group
United Kingdom
$220M -$15.5M -65,837 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$216M -$461M -1,960,529 -63%
Capital Research Global Investors
21
Capital Research Global Investors
California
$216M +$79.9K +340 +0%
CFM
22
Comprehensive Financial Management
California
$215M
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$212M +$153M +649,035 +142%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$203M -$9.34M -39,718 -3%
Squarepoint
25
Squarepoint
New York
$189M +$139M +592,475 +137%