GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

281 hedge funds and large institutions have $19.9B invested in ZoomInfo Technologies in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+81
Holders Change %
+40.5%
% of All Funds
4.94%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
109
Increased
109
Reduced
35
Closed
26
Calls
$138M
Puts
$117M
Net Calls
+$20.3M
Net Calls Change
+$44.9M

Top Buyers

1
TA
TA Associates
Massachusetts
$3.51B
2
Capital World Investors
Capital World Investors
California
$1.26B
3
Vanguard Group
Vanguard Group
Pennsylvania
$962M
4
Morgan Stanley
Morgan Stanley
New York
$1.1B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$796M

Top Sellers

1
CG
Carlyle Group
District of Columbia
$3.72B
2
Citadel Advisors
Citadel Advisors
Florida
$121M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.7M
5
SCM
Segantii Capital Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$298K +$55.9K +912 +23%
SPIA
227
Steward Partners Investment Advisory
New York
$290K -$8.92K -146 -3%
JRP
228
Jasper Ridge Partners
California
$262K – – –
Wealthfront Advisers
229
Wealthfront Advisers
California
$261K +$261K +4,262 New
FC
230
FORA Capital
Florida
$258K +$36.6K +598 +17%
GC
231
Guggenheim Capital
Illinois
$251K -$86.9K -1,421 -26%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$245K +$2.63K +43 +1%
BA
233
Bridgewater Associates
Connecticut
$224K -$372K -6,083 -62%
EDRH
234
Edmond de Rothschild Holding
Switzerland
$221K +$22.3K +365 +11%
PFA
235
Paradigm Financial Advisors
Missouri
$217K +$217K +3,550 New
TSS
236
Two Sigma Securities
New York
$213K +$213K +3,478 New
TRCT
237
Tower Research Capital (TRC)
New York
$213K +$213K +3,485 New
CAM
238
Cresset Asset Management
Illinois
$202K +$202K +3,300 New
DFCM
239
Dark Forest Capital Management
Puerto Rico
$199K +$199K +3,258 New
ED
240
Exane Derivatives
France
$185K +$102K +1,669 +123%
EVM
241
Eaton Vance Management
Massachusetts
$163K +$44.7K +870 +38%
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$122K +$122K +1,986 New
GAAM
243
Guinness Atkinson Asset Management
California
$113K – – –
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$110K +$110K +1,797 New
Asset Management One
245
Asset Management One
Japan
$110K +$110K +1,800 New
AAM
246
Advisors Asset Management
Colorado
$80K +$80K +1,314 New
AWM
247
Atticus Wealth Management
Florida
$75K +$75K +1,228 New
AIM
248
Arcadia Investment Management
Michigan
$64K – – –
AA
249
Ancora Advisors
Ohio
$61K – – –
TC
250
Truvestments Capital
Florida
$55K +$55K +900 New
8 9
10
11 12