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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
UBS Group
251
UBS Group
Switzerland
$157K -$2.08M -132,516 -94%
Russell Investments Group
252
Russell Investments Group
United Kingdom
$149K -$1.18M -75,563 -91%
Bessemer Group
253
Bessemer Group
New Jersey
$132K -$139K -8,882 -55%
IWA
254
Icon Wealth Advisors
Texas
$122K +$104K +6,612 New
WI
255
Wahed Invest
New York
$94.9K +$3.67K +234 +5%
TC
256
Truvestments Capital
Florida
$91.8K -$7.87K -502 -9%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$73K +$58.7K +3,746 +1,873%
QCG
258
Quadrant Capital Group
Ohio
$71.8K +$28K +1,786 +85%
AAM
259
Advisors Asset Management
Colorado
$63.2K +$23.6K +1,507 +79%
A
260
AlphaQuest
New York
$61.5K +$52.2K +3,328 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$50.7K -$2.24K -143 -5%
EC
262
EntryPoint Capital
New York
$48K +$40.7K +2,595 New
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
$38K +$16.8K +1,071 +102%
GI
264
GAMMA Investing
California
$37.2K +$36.3K +2,318 New
AF
265
Allworth Financial
California
$36.5K +$7.54K +481 +32%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$33K -$7.01K -447 -20%
BEI
267
Benjamin Edwards Inc
Missouri
$33K +$110 +7 +0.4%
Skandinaviska Enskilda Banken (SEB)
268
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.4K -$833K -53,143 -97%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$30.6K +$10.1K +646 +64%
QL
270
Quarry LP
New York
$28.2K +$23.9K +1,527 New
EDRH
271
Edmond de Rothschild Holding
Switzerland
$27.8K -$11.2K -713 -32%
SAM
272
Smartleaf Asset Management
Massachusetts
$27.2K +$22.7K +1,450 New
SPIA
273
Steward Partners Investment Advisory
New York
$27K
GAAM
274
Guinness Atkinson Asset Management
California
$24.9K
S
275
SignatureFD
Georgia
$22.6K +$3.45K +220 +22%

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.