GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

391 hedge funds and large institutions have $9.26B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.17%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
183
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$335M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$267M
3
CCM
Cadian Capital Management
New York
+$97.6M
4
Holocene Advisors
Holocene Advisors
New York
+$95M
5
State Street
State Street
Massachusetts
+$88.7M

Top Sellers

1
TA
TA Associates
Massachusetts
-$570M
2
Morgan Stanley
Morgan Stanley
New York
-$341M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$138M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.5M
5
Capital World Investors
Capital World Investors
California
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
276
M&T Bank
New York
$278K +$40.6K +1,595 +17%
SWP
277
Strategic Wealth Partners
Ohio
$264K +$264K +10,403 New
PAS
278
Park Avenue Securities
New York
$263K -$9.85K -388 -4%
VFA
279
Voya Financial Advisors
Connecticut
$262K -$2.03K -78 -0.8%
UB
280
UMB Bank
Missouri
$261K +$42.7K +1,680 +20%
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$257K -$516K -20,353 -67%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$256K +$178 +7 +0.1%
APG Asset Management
283
APG Asset Management
Netherlands
$256K +$4.49K +193 +2%
HCA
284
Harbor Capital Advisors
Illinois
$250K +$23.2K +912 +10%
CS
285
Candriam SCA
Luxembourg
$246K -$809K -31,882 -77%
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
$245K -$4.03M -158,782 -94%
MCC
287
Malaga Cove Capital
California
$237K – – –
GCP
288
GSA Capital Partners
United Kingdom
$232K +$232K +9,153 New
LOAMU
289
Lombard Odier Asset Management (USA)
New York
$227K +$227K +8,942 New
IFWM
290
Institute for Wealth Management
Colorado
$210K +$210K +8,274 New
Wealthfront Advisers
291
Wealthfront Advisers
California
$208K +$208K +8,173 New
IWP
292
Icon Wealth Partners
Texas
$203K -$31.2K -1,228 -13%
SGA
293
Seaport Global Advisors
Massachusetts
$200K +$1.55K +61 +0.8%
VanEck Associates
294
VanEck Associates
New York
$171K -$29.7K -1,170 -15%
VI
295
Vestcor Inc
New Brunswick, Canada
$158K – – –
TC
296
Truvestments Capital
Florida
$154K – – –
Creative Planning
297
Creative Planning
Kansas
$146K +$26.8K +1,054 +22%
O
298
Ossiam
France
$139K +$55.8K +2,197 +67%
BCV
299
Banque Cantonale Vaudoise
Switzerland
$129K – – –
WI
300
Wahed Invest
New York
$108K +$21.9K +863 +25%
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