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ZoomInfo Technologies

336 hedge funds and large institutions have $6.49B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $118M | Put options by funds: $53.6M

15% more capital invested

Capital invested by funds: $5.65B → $6.49B (+$840M)

4.51% more ownership

Funds ownership: 85.55%90.06% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

13% less funds holding

Funds holding: 387336 (-51)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

45% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 107

Holders
336
Holders Change
-51
Holders Change %
-13.18%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
107
Reduced
133
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
226
Rakuten Securities
Japan
$284K +$241K +15,340 New
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$281K -$2.34K -149 -1%
HI
228
Handelsinvest Investeringsforvaltning
Denmark
$277K -$3.21M -205,029 -93%
HCA
229
Harbor Capital Advisors
Illinois
$275K +$54.7K +3,491 +31%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$275K -$13.3K -847 -5%
IMC Chicago
231
IMC Chicago
Illinois
$245K -$35.3K -2,249 -15%
TCM
232
Triumph Capital Management
Colorado
$243K -$17.5K -1,113 -8%
SCM
233
Shelton Capital Management
Colorado
$240K +$203K +12,976 New
LSA
234
Leonteq Securities AG
Switzerland
$240K -$317K -20,242 -61%
Verition Fund Management
235
Verition Fund Management
Connecticut
$229K
M&T Bank
236
M&T Bank
New York
$229K -$22.4K -1,428 -10%
Natixis Advisors
237
Natixis Advisors
Massachusetts
$227K +$193K +12,298 New
4WM
238
49 Wealth Management
Texas
$222K +$188K +11,985 New
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$221K -$254K -16,196 -58%
Wolverine Trading
240
Wolverine Trading
Illinois
$213K -$199K -12,661 -52%
RG
241
Rathbones Group
United Kingdom
$211K -$31.4K -2,000 -15%
MML Investors Services
242
MML Investors Services
Massachusetts
$211K +$12.7K +807 +8%
AT
243
American Trust
Kentucky
$209K +$9.85K +628 +6%
KIA
244
KCM Investment Advisors
California
$207K
CAG
245
Crestwood Advisors Group
Massachusetts
$202K -$67.4K -4,296 -28%
Aviva
246
Aviva
United Kingdom
$201K
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$196K +$166K +10,604 New
FAF
248
Fjarde Ap-fonden
Sweden
$194K -$1.54M -97,914 -90%
IC
249
IEQ Capital
California
$191K +$162K +10,341 New
AQR Capital Management
250
AQR Capital Management
Connecticut
$186K -$1.62M -103,494 -91%

GTM Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2023, worth a combined $6.49B — up 15% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of GTM and 59 opened new positions — a net loss of 48 holders — while 133 trimmed existing stakes and 107 added.

The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $160M sold.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2023, down from 387 in Q3 2023.
  • Funds reported $6.49B of ZoomInfo Technologies stock for Q4 2023, up 15% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q4 2023 and 107 closed out, a net change of -48 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $266M added.
  • The largest ZoomInfo Technologies seller in Q4 2023 was Cadian Capital Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.