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ZoomInfo Technologies

322 hedge funds and large institutions have $3.09B invested in ZoomInfo Technologies in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 117 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $81.8M | Put options by funds: $70M

5.2% less ownership

Funds ownership: 87.06%81.86% (-5.2%)

6% less funds holding

Funds holding: 341322 (-19)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

17% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 117

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

26% less capital invested

Capital invested by funds: $4.16B → $3.09B (-$1.07B)

Holders
322
Holders Change
-19
Holders Change %
-5.57%
% of All Funds
4.62%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
60
Increased
97
Reduced
117
Closed
77
Calls
$81.8M
Puts
$70M
Net Calls
+$11.8M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$26.4K +$5.24K +500 +24%
Osaic Holdings
252
Osaic Holdings
Arizona
$24.9K +$3.47K +331 +16%
FFA
253
Farther Finance Advisors
California
$24.3K +$12.4K +1,185 +101%
CJ
254
Caitlin John
Michigan
$24K +$23.9K +2,280 New
VWM
255
Venturi Wealth Management
Texas
$21.1K +$7.85K +750 +58%
BIG
256
Brooklyn Investment Group
New York
$21K +$21.3K +2,035 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$21K +$9.93K +948 +87%
AF
258
Allworth Financial
California
$20.5K +$16.5K +1,580 +387%
LC
259
Lindbrook Capital
California
$20.3K +$10.8K +1,027 +109%
S
260
SignatureFD
Georgia
$18K +$12.9K +1,230 +237%
SAM
261
Smartleaf Asset Management
Massachusetts
$15.9K +$743 +71 +5%
QL
262
Quarry LP
New York
$14.7K -$15K -1,433 -50%
Mirae Asset Global ETFs Holdings
263
Mirae Asset Global ETFs Holdings
Hong Kong
$14.6K +$14.8K +1,413 New
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$14.2K +$12.2K +1,165 +542%
GAAM
265
Guinness Atkinson Asset Management
California
$13.3K
RA
266
Rise Advisors
New York
$11K
UB
267
UMB Bank
Missouri
$10.8K +$8.37K +799 +327%
AA
268
Ancora Advisors
Ohio
$10.3K
QCG
269
Quadrant Capital Group
Ohio
$9.71K +$8.29K +792 +532%
Optiver Holding
270
Optiver Holding
Netherlands
$9.54K +$9.68K +924 New
PIM
271
Plato Investment Management
Australia
$8.45K
C
272
Covestor
United Kingdom
$8K -$21.3K -2,031 -74%
SSG
273
Summit Securities Group
New York
$8K +$7.8K +745 New
Skandinaviska Enskilda Banken (SEB)
274
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.52K
TC
275
Truvestments Capital
Florida
$6.91K +$7.02K +670 New

GTM Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2024, worth a combined $3.09B — down 26% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 60 opened new positions — a net loss of 17 holders — while 117 trimmed existing stakes and 97 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $124M. The largest seller was VOYA Investment Management, cutting an estimated $105M.

  • 322 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $3.09B of ZoomInfo Technologies stock for Q3 2024, down 26% quarter-over-quarter.
  • 60 funds opened new ZoomInfo Technologies positions in Q3 2024 and 77 closed out, a net change of -17 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2024 was Contour Asset Management, an estimated $124M added.
  • The largest ZoomInfo Technologies seller in Q3 2024 was VOYA Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.