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766 hedge funds and large institutions have $18B invested in Zoom in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 283 increasing their positions, 228 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 228

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.2% less ownership

Funds ownership: 63.64%62.44% (-1.2%)

6% less funds holding

Funds holding: 814766 (-48)

16% less call options, than puts

Call options by funds: $2.7B | Put options by funds: $3.22B

25% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 163

36% less capital invested

Capital invested by funds: $28.3B → $18B (-$10.2B)

Holders
766
Holders Change
-48
Holders Change %
-5.9%
% of All Funds
12.08%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
123
Increased
283
Reduced
228
Closed
163
Calls
$2.7B
Puts
$3.22B
Net Calls
-$514M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$449K +3,302 +0%
Morgan Stanley
2
Morgan Stanley
New York
$1.35B -$147M -1,078,799 -9%
BlackRock
3
BlackRock
New York
$1.25B +$41.9M +307,766 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B -$1.17B -8,604,778 -47%
AIM
5
ARK Investment Management
Florida
$986M +$207M +1,518,649 +22%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$915M -$3.64M -26,778 -0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$756M +$332M +2,444,294 +61%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$750M +$126M +923,992 +17%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$615M +$132M +973,841 +23%
State Street
10
State Street
Massachusetts
$559M +$169K +1,245 +0%
NAMA
11
Nikko Asset Management Americas
New York
$545M +$131M +963,858 +26%
Fisher Asset Management
12
Fisher Asset Management
Washington
$516M +$289M +2,127,054 +94%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$367M +$266M +1,956,364 +166%
First Trust Advisors
14
First Trust Advisors
Illinois
$271M +$32.9M +241,939 +12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$269M +$7.84M +57,639 +3%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$261M +$259M +1,906,100 +595%
Two Sigma Investments
17
Two Sigma Investments
New York
$240M +$165M +1,215,497 +146%
Fidelity International
18
Fidelity International
Bermuda
$215M +$249M +1,830,281 New
Deutsche Bank
19
Deutsche Bank
Germany
$174M +$103M +757,926 +104%
Northern Trust
20
Northern Trust
Illinois
$167M +$2.24M +16,464 +1%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$154M -$163M -1,198,311 -48%
Legal & General Group
22
Legal & General Group
United Kingdom
$150M +$11.8M +86,745 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$147M +$20.5M +150,734 +14%
Squarepoint
24
Squarepoint
New York
$141M +$23.6M +173,615 +17%
CFM
25
Comprehensive Financial Management
California
$137M

ZM Hedge Fund Activity: Q1 2022 in Review

766 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2022, worth a combined $18B — down 36% from $28.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZM and 123 opened new positions — a net loss of 40 holders — while 228 trimmed existing stakes and 283 added.

The largest buyer was Renaissance Technologies, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.17B.

  • 766 institutional investors held Zoom (ZM) as of Q1 2022, down from 814 in Q4 2021.
  • Funds reported $18B of Zoom stock for Q1 2022, down 36% quarter-over-quarter.
  • 123 funds opened new Zoom positions in Q1 2022 and 163 closed out, a net change of -40 holders.
  • The largest Zoom buyer in Q1 2022 was Renaissance Technologies, an estimated $332M added.
  • The largest Zoom seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.