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652 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 235 increasing their positions, 183 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 183

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0.69% more ownership

Funds ownership: 66.96%67.65% (+0.69%)

1% less funds holding

Funds holding: 656652 (-4)

5% less capital invested

Capital invested by funds: $12.2B → $11.5B (-$636M)

11% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.23B

Holders
652
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.24%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
84
Increased
235
Reduced
183
Closed
82
Calls
$1.1B
Puts
$1.23B
Net Calls
-$130M
Net Calls Change
+$241M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$90.7M +1,356,583 +7%
BlackRock
2
BlackRock
New York
$911M +$38.9M +581,711 +5%
AIM
3
ARK Investment Management
Florida
$710M -$27.1M -404,727 -4%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$438M +$6.9M +103,152 +2%
Norges Bank
5
Norges Bank
Norway
$408M +$190M +2,847,946 +90%
NAMA
6
Nikko Asset Management Americas
New York
$395M +$10.4M +156,042 +3%
NMO
7
Newlands Management Operations
Texas
$393M +$300M +4,480,051 +343%
Renaissance Technologies
8
Renaissance Technologies
New York
$372M -$72.7M -1,087,347 -17%
State Street
9
State Street
Massachusetts
$350M +$10.2M +151,854 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$336M -$82M -1,225,973 -20%
PIF
11
Public Investment Fund
Saudi Arabia
$319M
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$268M -$293M -4,388,180 -53%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$258M +$28.7M +429,800 +13%
Alkeon Capital Management
14
Alkeon Capital Management
New York
$238M +$78.4M +1,172,117 +50%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$226M +$7.62M +113,891 +4%
Two Sigma Investments
16
Two Sigma Investments
New York
$213M +$255K +3,820 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$205M +$44.6M +667,410 +28%
Fidelity International
18
Fidelity International
Bermuda
$203M +$24.8M +370,240 +14%
First Trust Advisors
19
First Trust Advisors
Illinois
$184M +$17.2M +257,374 +10%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$119M +$9.67M +144,582 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$117M +$104M +1,555,794 +906%
JP Morgan Chase
22
JP Morgan Chase
New York
$114M -$204M -3,050,294 -64%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$109M +$90.4M +1,351,584 +524%
Northern Trust
24
Northern Trust
Illinois
$101M +$1.66M +24,836 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$98.7M +$10.3M +154,149 +12%

ZM Hedge Fund Activity: Q2 2023 in Review

652 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2023, worth a combined $11.5B — down 5.2% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ZM positions and 82 closed out — a net gain of 2 holders — while 235 added to existing stakes and 183 trimmed.

The largest buyer was Newlands Management Operations, adding an estimated $300M. The largest seller was Fisher Asset Management, cutting an estimated $344M.

  • 652 institutional investors held Zoom (ZM) as of Q2 2023, down from 656 in Q1 2023.
  • Funds reported $11.5B of Zoom stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 84 funds opened new Zoom positions in Q2 2023 and 82 closed out, a net change of +2 holders.
  • The largest Zoom buyer in Q2 2023 was Newlands Management Operations, an estimated $300M added.
  • The largest Zoom seller in Q2 2023 was Fisher Asset Management, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2023.