GTM

ZoomInfo Technologies

332 hedge funds and large institutions have $6.48B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 131 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-52
Holders Change %
-13.54%
% of All Funds
4.87%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
58
Increased
106
Reduced
131
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$17.5K +$14.3K +775 +451%
TCWA
277
Turtle Creek Wealth Advisors
Texas
$16.6K +$16.6K +900 New
LC
278
Lindbrook Capital
California
$15.2K +$15.1K +815 +10,188%
SI
279
Stephens Inc
Arkansas
$14.8K +$74 +4 +0.5%
TLA
280
Tanglewood Legacy Advisors
Texas
$12.4K
TPCW
281
TD Private Client Wealth
New York
$10.2K +$3.33K +180 +48%
HNB
282
Huntington National Bank
Ohio
$9.69K +$1.04K +56 +12%
SWS
283
SYSTM Wealth Solutions
Illinois
$9.58K +$9.58K +518 New
PPC
284
Park Place Capital
Alabama
$9.12K -$1.07K -58 -11%
C
285
Covestor
United Kingdom
$9K +$301 +16 +3%
PLU
286
Performa Ltd (US)
South Carolina
$8.32K -$8.32K -450 -50%
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$8K
MCM
288
Manchester Capital Management
Vermont
$7.56K +$4.64K +251 +159%
PA
289
Parallel Advisors
California
$7.34K -$12.9K -697 -64%
GWS
290
Glassman Wealth Services
Virginia
$6.6K +$1.18K +64 +22%
CT
291
Colonial Trust
South Carolina
$5.61K
FHA
292
First Horizon Advisors
Tennessee
$5.45K +$1.11K +60 +26%
CPG
293
Cornerstone Planning Group
New Jersey
$5.36K
WOC
294
West Oak Capital
California
$5K
BTI
295
Blue Trust Inc
Georgia
$5K +$5K +285 New
PS
296
Principal Securities
Iowa
$4.77K +$4.77K +258 New
AIM
297
Arcadia Investment Management
Michigan
$4.62K -$9.25K -500 -67%
VWM
298
Venturi Wealth Management
Texas
$4.61K -$3.13K -169 -40%
PWMG
299
Private Wealth Management Group
New Jersey
$4.25K +$4.25K +230 New
SS
300
Sunbelt Securities
Texas
$4.11K