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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B +$9.49M +131,663 +0.7%
BlackRock
2
BlackRock
New York
$948M +$7.56M +104,955 +0.8%
AIM
3
ARK Investment Management
Florida
$802M +$18.1M +251,142 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$615M -$6.59M -91,421 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$485M -$32.2M -446,300 -6%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$469M -$5.2M -72,197 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$456M +$98.1M +1,361,860 +28%
NAMA
8
Nikko Asset Management Americas
New York
$411M -$3.98M -55,190 -1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$382M +$12.4M +171,528 +3%
State Street
10
State Street
Massachusetts
$370M +$4.07M +56,520 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$350M -$57.9M -803,991 -15%
PIF
12
Public Investment Fund
Saudi Arabia
$347M
Two Sigma Advisers
13
Two Sigma Advisers
New York
$249M +$22.1M +307,100 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$237M +$2.91M +40,454 +1%
Norges Bank
15
Norges Bank
Norway
$233M +$123M +1,711,953 +118%
Two Sigma Investments
16
Two Sigma Investments
New York
$231M +$1.43M +19,811 +0.6%
Fidelity International
17
Fidelity International
Bermuda
$193M +$35.5M +492,067 +23%
First Trust Advisors
18
First Trust Advisors
Illinois
$181M +$19.5M +270,970 +12%
Morgan Stanley
19
Morgan Stanley
New York
$174M -$22.9M -317,576 -12%
Alkeon Capital Management
20
Alkeon Capital Management
New York
$172M +$28.9M +400,449 +21%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$119M +$90.1M +1,250,011 +347%
Northern Trust
22
Northern Trust
Illinois
$108M -$1.27M -17,575 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$107M -$43.8M -607,284 -30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$99.5M +$678K +9,413 +0.7%
NMO
25
Newlands Management Operations
Texas
$96.4M +$46.6M +646,586 +98%

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.