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ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$316K +$43.3K +2,120 +12%
American Century Companies
252
American Century Companies
Missouri
$295K +$142K +6,963 +63%
OAM
253
Ophir Asset Management
Australia
$292K +$364K +17,830 New
SAM
254
Storebrand Asset Management
Norway
$292K -$705K -34,506 -66%
JMPWA
255
JP Morgan Private Wealth Advisors
California
$291K +$363K +17,761 New
TSS
256
Two Sigma Securities
New York
$290K +$362K +17,689 New
Nordea Investment Management
257
Nordea Investment Management
Sweden
$286K
CC
258
Corton Capital
Ontario, Canada
$284K +$354K +17,314 New
TD Asset Management
259
TD Asset Management
Ontario, Canada
$281K -$38.8K -1,900 -10%
BB
260
Bell Bank
North Dakota
$280K -$18.3K -894 -5%
MGP
261
Metis Global Partners
California
$275K +$102K +4,992 +42%
ProShare Advisors
262
ProShare Advisors
Maryland
$270K +$14.9K +730 +5%
ARMT
263
Amica Retiree Medical Trust
Rhode Island
$269K +$335K +16,415 New
Bessemer Group
264
Bessemer Group
New Jersey
$264K -$61.3M -2,999,992 -99%
PRC
265
Pearl River Capital
Michigan
$263K -$820K -40,118 -71%
JFG
266
Jefferies Financial Group
New York
$260K +$324K +15,874 New
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$257K +$4.86K +238 +2%
BFM
268
Boothbay Fund Management
New York
$254K +$317K +15,513 New
IMC Chicago
269
IMC Chicago
Illinois
$254K +$317K +15,493 New
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$251K +$313K +15,321 New
CAG
271
Crestwood Advisors Group
Massachusetts
$250K -$24.5K -1,200 -7%
TCM
272
Triumph Capital Management
Colorado
$234K +$291K +14,258 New
M&T Bank
273
M&T Bank
New York
$226K +$58.2K +2,846 +26%
XT
274
XTX Topco
Cayman Islands
$225K +$280K +13,708 New
RG
275
Rathbones Group
United Kingdom
$220K +$274K +13,430 New

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.