GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

346 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
5.48%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
73
Increased
140
Reduced
94
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.52B
2
DIG
2
Dragoneer Investment Group
California
$236M
3
Capital World Investors
3
Capital World Investors
California
$1.69B
4
Jennison Associates
4
Jennison Associates
New York
$446M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.38B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$583M
2
CG
2
Carlyle Group
District of Columbia
$2.52B
3
AAM
3
Ardevora Asset Management
United Kingdom
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$131M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$380K +$380K +6,353 New
VPIM
252
Vanguard Personalized Indexing Management
California
$370K -$122K -2,042 -25%
GCP
253
GSA Capital Partners
United Kingdom
$347K +$347K +5,805 New
CC
254
Corton Capital
Ontario, Canada
$343K +$343K +5,743 New
CG
255
Caprock Group
Idaho
$334K +$334K +5,587 New
P
256
&Partners
Tennessee
$330K -$3.29K -55 -1%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$323K -$5.79K -97 -2%
AAM
258
Advisors Asset Management
Colorado
$323K +$120K +2,006 +59%
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$323K +$323K +5,559 New
CCM
260
CTC Capital Management
Illinois
$317K +$317K +5,300 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$313K +$203K +3,395 +185%
PRC
262
Pearl River Capital
Michigan
$284K +$284K +4,761 New
OMC
263
Old Mission Capital
Illinois
$283K +$283K +4,732 New
OAM
264
Oppenheimer Asset Management
New York
$276K +$8.2K +137 +3%
BMSSC
265
B. Metzler seel. Sohn & Co
Germany
$276K +$19.1K +320 +7%
LJAC
266
L.J. Altfest & Co
New York
$276K +$276K +4,625 New
MCC
267
Money Concepts Capital
Florida
$269K +$269K +4,506 New
VI
268
Vestcor Inc
New Brunswick, Canada
$267K +$101K +1,691 +61%
PP
269
Prudential plc
United Kingdom
$264K +$264K +4,424 New
BAM
270
Blueshift Asset Management
New Jersey
$260K +$260K +4,357 New
JRP
271
Jasper Ridge Partners
California
$255K – – –
SAM
272
Shell Asset Management
Netherlands
$250K +$239 +4 +0.1%
IFWM
273
Institute for Wealth Management
Colorado
$250K +$250K +4,191 New
Creative Planning
274
Creative Planning
Kansas
$242K +$242K +4,050 New
DU
275
Delphia (USA)
Ontario, Canada
$237K +$237K +3,959 New
9 10
11
12 13