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ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
276
DC Investments Management
Virginia
$220K
SFS
277
Sowell Financial Services
Arkansas
$211K +$264K +12,894 New
ESCM
278
Echo Street Capital Management
New York
$208K +$259K +12,666 New
EI
279
Ethic Inc
New York
$204K +$254K +12,415 New
Verition Fund Management
280
Verition Fund Management
Connecticut
$204K -$25K -1,225 -9%
SG Americas Securities
281
SG Americas Securities
New York
$203K +$253K +12,380 New
PCM
282
Prelude Capital Management
New York
$192K +$239K +11,689 New
EOJOAM
283
E. Ohman J:or Asset Management
Sweden
$190K
Franklin Resources
284
Franklin Resources
California
$190K -$50.2K -2,456 -18%
TRCT
285
Tower Research Capital (TRC)
New York
$187K -$611K -29,880 -72%
HCA
286
Harbor Capital Advisors
Illinois
$187K +$31.6K +1,545 +16%
ACM
287
Aquatic Capital Management
Illinois
$184K -$1.27M -62,200 -85%
KIA
288
KCM Investment Advisors
California
$184K +$229K +11,204 New
APG Asset Management
289
APG Asset Management
Netherlands
$180K
SPA
290
Sherbrooke Park Advisers
New York
$180K +$225K +10,988 New
Aviva
291
Aviva
United Kingdom
$179K -$6.56M -320,802 -97%
AT
292
American Trust
Kentucky
$175K +$219K +10,698 New
MML Investors Services
293
MML Investors Services
Massachusetts
$174K -$48.6K -2,376 -18%
SWP
294
Strategic Wealth Partners
Ohio
$166K -$6.05K -296 -3%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$165K
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$154K -$770K -37,684 -80%
CMF
297
Counterpoint Mutual Funds
California
$133K +$166K +8,126 New
BCV
298
Banque Cantonale Vaudoise
Switzerland
$123K +$49.4K +2,415 +47%
SGA
299
Seaport Global Advisors
Massachusetts
$122K -$9.12K -446 -6%
Creative Planning
300
Creative Planning
Kansas
$121K +$33.2K +1,626 +28%

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.