GTM

ZoomInfo Technologies

337 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 129 increasing their positions, 95 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
67
Increased
129
Reduced
95
Closed
62
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
251
KBC Group
Belgium
$114K -$904K -56,626 -89%
IWA
252
Icon Wealth Advisors
Texas
$101K -$4.84K -302 -5%
IA
253
IFP Advisors
Florida
$86.6K +$86.6K +5,405 New
DekaBank Deutsche Girozentrale
254
DekaBank Deutsche Girozentrale
Germany
$85K +$85K +5,493 New
Osaic Holdings
255
Osaic Holdings
Arizona
$81.8K -$210K -13,124 -72%
AAM
256
Advisors Asset Management
Colorado
$79.6K +$24.8K +1,547 +45%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$65K +$1.75K +109 +3%
QL
258
Quarry LP
New York
$60.7K +$36.2K +2,259 +148%
CG
259
Cutler Group
California
$60K +$60K +3,803 New
C
260
Covestor
United Kingdom
$54K +$46.3K +2,861 +599%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$48.3K +$4.34K +271 +10%
AAP
262
Arax Advisory Partners
Colorado
$42.3K +$42.1K +2,629 +21,908%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$42K +$13.7K +865 +49%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$38.2K +$11.7K +728 +44%
GI
265
GAMMA Investing
California
$34.4K -$2.71K -169 -7%
QCG
266
Quadrant Capital Group
Ohio
$32.1K -$30.1K -1,880 -48%
Bessemer Group
267
Bessemer Group
New Jersey
$31K -$84.6K -5,255 -73%
BEI
268
Benjamin Edwards Inc
Missouri
$30K +$1.11K +69 +4%
SPIA
269
Steward Partners Investment Advisory
New York
$27.6K +$4.2K +262 +18%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$26.5K +$22.9K +1,430 +650%
SAM
271
Smartleaf Asset Management
Massachusetts
$25.9K +$2.89K +182 +13%
GAAM
272
Guinness Atkinson Asset Management
California
$24.7K +$3.17K +198 +15%
MA
273
Montag & Associates
Georgia
$24K +$24K +1,500 New
FFA
274
Farther Finance Advisors
California
$21.4K +$21.4K +1,335 New
VWM
275
Venturi Wealth Management
Texas
$18.6K +$14.6K +912 +366%