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 %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$81.9K -$125K -9,775 -60%
IA
252
IFP Advisors
Florida
$80.5K +$11.5K +897 +17%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$68K – – –
AAM
254
Advisors Asset Management
Colorado
$66.8K +$3.38K +265 +5%
US Bancorp
255
US Bancorp
Minnesota
$61.5K -$147K -11,519 -71%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$56K +$3.97K +309 +8%
CFM
257
Catalyst Funds Management
Australia
$51.1K +$51.1K +4,000 New
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$48.9K -$8.66M -678,331 -99%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$39.8K +$1.35K +106 +4%
QL
260
Quarry LP
New York
$36.5K -$11.8K -925 -24%
C
261
Covestor
United Kingdom
$35K -$7.31K -577 -17%
AAP
262
Arax Advisory Partners
Colorado
$33.7K – – –
JSAM
263
J. Safra Asset Management
New York
$33.7K +$30.5K +2,388 +955%
ASN
264
Advisory Services Network
Georgia
$28.1K +$28.1K +2,200 New
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$27K -$3.44K -269 -11%
Osaic Holdings
266
Osaic Holdings
Arizona
$26.6K -$38.6K -3,023 -59%
SPIA
267
Steward Partners Investment Advisory
New York
$26.3K +$4.28K +335 +19%
GI
268
GAMMA Investing
California
$23.7K -$3.72K -291 -14%
PLU
269
Performa Ltd (US)
South Carolina
$23K +$10.9K +850 +89%
BEI
270
Benjamin Edwards Inc
Missouri
$22K -$1.75K -138 -7%
MA
271
Montag & Associates
Georgia
$19.2K – – –
SAM
272
Smartleaf Asset Management
Massachusetts
$18.1K -$2.34K -187 -11%
VWM
273
Venturi Wealth Management
Texas
$16.5K +$1.67K +131 +11%
GAAM
274
Guinness Atkinson Asset Management
California
$16.4K -$3.28K -257 -17%
FFA
275
Farther Finance Advisors
California
$14.8K -$2.09K -165 -12%
9 10
11
12 13