GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.9%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
55
Increased
93
Reduced
145
Closed
50
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M
2
SI
2
Standard Investments
New York
$89.4M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$85.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$73.4M
5
SHCM
5
Sachem Head Capital Management
New York
$205M

Top Sellers

1
CG
1
Carlyle Group
District of Columbia
$220M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$42.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$184K +$9.63K +754 +6%
QCM
227
Quantinno Capital Management
New York
$181K -$456K -35,724 -72%
RJA
228
Raymond James & Associates
Florida
$179K +$10.5K +825 +6%
LPL Financial
229
LPL Financial
California
$173K +$9.18K +719 +6%
EI
230
Ethic Inc
New York
$172K -$1.47K -115 -0.8%
ProShare Advisors
231
ProShare Advisors
Maryland
$171K -$13.4K -1,051 -7%
4WM
232
49 Wealth Management
Texas
$162K -$7.06K -557 -4%
SSA
233
Schonfeld Strategic Advisors
New York
$161K -$1.2M -94,111 -88%
M&T Bank
234
M&T Bank
New York
$158K -$10.2K -799 -6%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$156K +$156K +12,238 New
WP
236
Woodline Partners
California
$150K -$12.1M -945,612 -99%
BB
237
Bell Bank
North Dakota
$148K -$30.9K -2,423 -17%
CAG
238
Crestwood Advisors Group
Massachusetts
$145K +$5.68K +445 +4%
SCM
239
Shelton Capital Management
Colorado
$143K -$22.3K -1,749 -13%
KIA
240
KCM Investment Advisors
California
$143K – – –
ET
241
Entropy Technologies
New York
$143K +$143K +11,184 New
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$138K -$11.7K -916 -8%
MF
243
Magnetar Financial
Illinois
$138K +$138K +10,773 New
IIM
244
INTECH Investment Management
Florida
$137K +$137K +10,739 New
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$137K +$137K +10,714 New
FTWA
246
Fifth Third Wealth Advisors
Ohio
$123K +$123K +9,671 New
SOW
247
State of Wyoming
Wyoming
$123K +$123K +9,636 New
Canada Pension Plan Investment Board
248
Canada Pension Plan Investment Board
Ontario, Canada
$116K -$2.47M -193,600 -96%
Russell Investments Group
249
Russell Investments Group
United Kingdom
$99.4K +$625 +50 +0.6%
KBC Group
250
KBC Group
Belgium
$86K -$4.87K -383 -5%
8 9
10
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